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

53 hedge funds and large institutions have $115M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 6 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 ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

15% less capital invested

Capital invested by funds: $135M → $115M (-$20.5M)

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

Holders
53
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
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$508K
SOS
27
Silver Oak Securities
Tennessee
$417K
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$355K
OIA
29
OneDigital Investment Advisors
Kansas
$333K
HI
30
Harbour Investments
Wisconsin
$328K
W
31
Wealthquest
Ohio
$294K
CFCI
32
Comprehensive Financial Consultants Institutional
Indiana
$288K
CAG
33
Csenge Advisory Group
Florida
$286K
VWA
34
Vistica Wealth Advisors
California
$257K
FCM
35
Fortis Capital Management
Washington
$239K
BFS
36
BridgePort Financial Solutions
Iowa
$213K
SRA
37
Secured Retirement Advisors
Minnesota
$203K
SP
38
Sequent Planning
Nebraska
$200K
A
39
Allianz
Germany
$171K
CFD
40
Creative Financial Designs
Indiana
$167K
CF
41
Centaurus Financial
California
$132K
LAS
42
Lloyd Advisory Services
Georgia
$105K
AAP
43
Arax Advisory Partners
Colorado
$81.5K
KFG
44
Kingdom Financial Group
Arizona
$43.2K
NS
45
NBC Securities
Alabama
$24.9K
IA
46
IFP Advisors
Florida
$4.46K
FNWA
47
Financial Network Wealth Advisors
Utah
$4.18K
NA
48
Networth Advisors
Pennsylvania
$3.12K
UBS Group
49
UBS Group
Switzerland
$2.5K
ETC
50
Exchange Traded Concepts
Oklahoma
$1.58K