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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
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
WIA
11
World Investment Advisors
California
$2.67M
BW
12
BIP Wealth
Georgia
$2.21M
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.46M
RGF
14
Retirement Guys Formula
Ohio
$1.44M
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.27M
GIA
16
Gladstone Institutional Advisory
Florida
$1.27M
BCI
17
Brinker Capital Investments
Pennsylvania
$1.25M
ASN
18
Advisory Services Network
Georgia
$1.15M
KAS
19
Kestra Advisory Services
Texas
$1.15M
FHC
20
First Heartland Consultants
Missouri
$1.09M
ECA
21
Elevated Capital Advisors
Utah
$951K
NFG
22
Nations Financial Group
Iowa
$940K
OMC
23
Old Mission Capital
Illinois
$902K
AWM
24
AE Wealth Management
Kansas
$867K
BWM
25
BCGM Wealth Management
Indiana
$730K