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AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF

65 hedge funds and large institutions have $309M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

357% more capital invested

Capital invested by funds: $67.6M → $309M (+$241M)

63% more funds holding

Funds holding: 4065 (+25)

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

13.44% more ownership

Funds ownership: 61.86%75.3% (+13%)

Holders
65
Holders Change
+25
Holders Change %
+62.5%
% of All Funds
0.79%
Holding in Top 10
10
Holding in Top 10 Change
+10
Holding in Top 10 Change %
% of All Funds
0.12%
New
31
Increased
17
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$137M +$134M +3,921,306 +35,648%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$21.1M +$20.8M +606,671 New
LAS
3
Lloyd Advisory Services
Georgia
$20.9M +$20.7M +602,851 New
Osaic Holdings
4
Osaic Holdings
Arizona
$11.1M +$1.29M +37,644 +13%
RA
5
RFG Advisory
Alabama
$10.9M -$334K -9,741 -3%
SW
6
SMART Wealth
Nebraska
$7.05M +$6.95M +202,887 New
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$6.98M +$6.68M +194,983 +3,194%
FWM
8
FSR Wealth Management
Illinois
$6.59M +$6.5M +189,659 New
HBS
9
Howard Bailey Securities
Indiana
$6.16M +$6.08M +177,439 New
Raymond James Financial
10
Raymond James Financial
Florida
$6.16M +$5.1M +148,819 +521%
LPL Financial
11
LPL Financial
California
$5.87M +$35.7K +1,042 +0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.89M +$411K +11,979 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.88M +$561K +16,367 +13%
FI
14
FWG Investments
Kentucky
$4.4M +$4.35M +126,806 New
UFF
15
USA Financial Formulas
Michigan
$4.06M -$708K -20,670 -15%
BCM
16
Beck Capital Management
Texas
$4M -$136K -3,975 -3%
LI
17
LifeWealth Investments
Florida
$3.97M +$3.91M +114,193 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$3.48M +$637K +18,583 +23%
IWMO
19
Integrated Wealth Management (Ohio)
Ohio
$3.15M +$3.11M +90,777 New
GLR
20
Great Lakes Retirement
Ohio
$2.72M +$2.68M +78,241 New
CA
21
Centennial Advisors
Texas
$2.5M +$2.47M +71,965 New
BW
22
BIP Wealth
Georgia
$2.48M +$2.45M +71,409 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.39M -$76.9K -2,244 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.26M +$127K +3,717 +6%
RCWM
25
Red Crane Wealth Management
California
$2.18M +$21.6K +629 +1%