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AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF

57 hedge funds and large institutions have $175M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
57
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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
AWM
1
AE Wealth Management
Kansas
$51.1M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16M
LAS
3
Lloyd Advisory Services
Georgia
$14.9M
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$10.2M
RA
5
RFG Advisory
Alabama
$10M
Osaic Holdings
6
Osaic Holdings
Arizona
$7.98M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.4M
UFF
8
USA Financial Formulas
Michigan
$5.48M
AWS
9
Atria Wealth Solutions
New York
$5.4M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.73M
HBS
11
Howard Bailey Securities
Indiana
$4.42M
BCM
12
Beck Capital Management
Texas
$4.07M
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$2.7M
LI
14
LifeWealth Investments
Florida
$2.63M
SB
15
Strategic Blueprint
Georgia
$2.45M
GLR
16
Great Lakes Retirement
Ohio
$2.31M
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.16M
Raymond James Financial
18
Raymond James Financial
Florida
$2.11M
RCWM
19
Red Crane Wealth Management
California
$1.8M
AFP
20
Ausdal Financial Partners
Iowa
$1.55M
OMC
21
Old Mission Capital
Illinois
$1.49M
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.34M
SW
23
SMART Wealth
Nebraska
$1.07M
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$964K
NFG
25
Nations Financial Group
Iowa
$906K