SPBW

AllianzIM Buffer20 Allocation ETF

23 hedge funds and large institutions have $39.8M invested in AllianzIM Buffer20 Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
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
$10.4M
A
2
Allianz
Germany
$9.24M
KAS
3
Kestra Advisory Services
Texas
$4.31M
IFGL
4
INDEPENDENT FINANCIAL GROUP, LLC
California
$3.7M
NA
5
NewEdge Advisors
Louisiana
$3.03M
HNB
6
Huntington National Bank
Ohio
$2.11M
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.57M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.02M
AFG
9
Atomi Financial Group
New York
$603K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$591K
CRWM
11
Castle Rock Wealth Management
California
$554K
CF
12
Centaurus Financial
California
$517K
CW
13
CreativeOne Wealth
Kansas
$464K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$414K
HI
15
Harbour Investments
Wisconsin
$312K
MML Investors Services
16
MML Investors Services
Massachusetts
$257K
BFS
17
BridgePort Financial Solutions
Iowa
$229K
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$207K
LAS
19
Lloyd Advisory Services
Georgia
$122K
OC
20
Optima Capital
Oregon
$59K
IA
21
IFP Advisors
Florida
$47.9K
Bank of America
22
Bank of America
North Carolina
$38.1K
KCM
23
Key Capital Management
Tennessee
$7.21K
UBS Group
24
UBS Group
Switzerland
$3.18K
AIMU
25
Allianz Investment Management US
Minnesota