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AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF

52 hedge funds and large institutions have $112M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

17% less capital invested

Capital invested by funds: $135M → $112M (-$23.2M)

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

Holders
52
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$21.6M
RCWM
2
Red Crane Wealth Management
California
$11M
RA
3
RFG Advisory
Alabama
$10.9M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.72M
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$9.51M
LPL Financial
6
LPL Financial
California
$7.25M
AIMU
7
Allianz Investment Management US
Minnesota
$7.04M
Raymond James Financial
8
Raymond James Financial
Florida
$5.65M
UFF
9
USA Financial Formulas
Michigan
$4.15M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.67M
BW
11
BIP Wealth
Georgia
$2.21M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.46M
RGF
13
Retirement Guys Formula
Ohio
$1.44M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.27M
GIA
15
Gladstone Institutional Advisory
Florida
$1.27M
BCI
16
Brinker Capital Investments
Pennsylvania
$1.25M
ASN
17
Advisory Services Network
Georgia
$1.15M
KAS
18
Kestra Advisory Services
Texas
$1.15M
FHC
19
First Heartland Consultants
Missouri
$1.09M
ECA
20
Elevated Capital Advisors
Utah
$951K
NFG
21
Nations Financial Group
Iowa
$940K
OMC
22
Old Mission Capital
Illinois
$902K
AWM
23
AE Wealth Management
Kansas
$867K
BWM
24
BCGM Wealth Management
Indiana
$730K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$508K