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AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF

54 hedge funds and large institutions have $110M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 4 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

6.73% less ownership

Funds ownership: 83.95%77.21% (-6.7%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

Holders
54
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
$19.5M
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.78M
Raymond James Financial
3
Raymond James Financial
Florida
$9.78M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.71M
AWM
5
AE Wealth Management
Kansas
$8.28M
RCWM
6
Red Crane Wealth Management
California
$8.03M
RA
7
RFG Advisory
Alabama
$6.68M
AWS
8
Atria Wealth Solutions
New York
$4.97M
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.59M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.71M
RGF
11
Retirement Guys Formula
Ohio
$2.33M
LAS
12
Lloyd Advisory Services
Georgia
$2.3M
SB
13
Strategic Blueprint
Georgia
$1.98M
AWA
14
Authentikos Wealth Advisory
California
$1.92M
GIA
15
Gladstone Institutional Advisory
Florida
$1.69M
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.6M
BOSSRA
17
B.O.S.S. Retirement Advisors
Utah
$1.53M
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.43M
KAS
19
Kestra Advisory Services
Texas
$1.18M
OPS
20
Orion Portfolio Solutions
Nebraska
$1.16M
BCI
21
Brinker Capital Investments
Pennsylvania
$1.16M
ECA
22
Elevated Capital Advisors
Utah
$1.02M
FHC
23
First Heartland Consultants
Missouri
$1.01M
NFG
24
Nations Financial Group
Iowa
$851K
ASN
25
Advisory Services Network
Georgia
$814K