A
AllianzIM U.S. Large Cap Buffer20 Aug
AUGW • ARCA
AllianzIM U.S. Large Cap Buffer20 Aug is a publicly traded company on ARCA. As of Q3 2025, 44 institutional investors hold shares in this company, with total holdings valued at $99.8M. RAYMOND JAMES FINANCIAL INC is the largest holder with a position valued at $26.5M.
Overview
Overview of institutional ownership in AUGW as of Q3 2025
All Institutions
- Institutions
- 44
- Value Held
- $99.8M
- Shares Held
- 3.1M
- Avg Position
- $2.3M
- Median Position
- $564.6K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $566.5K
- Shares Held
- 17.7K
- Avg Position
- $566.5K
- Median Position
- $566.5K
Biggest Investors
Institutions with the largest positions in AUGW as of Q3 2025
| Institution | Position Value |
|---|---|
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $26.5M 0.01% of portfolio |
 ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | $20.3M 7.35% of portfolio |
A Advisor Group Holdings, Inc. Institution | $10.8M 0.02% of portfolio |
E Elevated Capital Advisors, LLC RIA/Wealth | $4.1M 1.03% of portfolio |
L LPL Financial LLC Institution | $4.0M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $3.8M 0.00% of portfolio |
 Advisory Alpha, LLC RIA/Wealth | $3.5M 0.10% of portfolio |
 American Asset Management Inc. RIA/Wealth | $3.3M 2.93% of portfolio |
 Strategic Blueprint, LLC RIA/Wealth | $2.6M 0.12% of portfolio |
 Spire Wealth Management RIA/Wealth | $2.3M 0.08% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AUGW in Q3 2025
- Net Flow
- +$9.2M
- Buyers
- 15
- Sellers
- 15
- Total Bought
- +$12.4M
- Total Sold
- −$3.2M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Advisor Group Holdings, Inc. Institution | +$3.1M +97.5K shares |
Spire Wealth Management RIA/Wealth | +$2.0M +63.2K shares |
L LPL Financial LLC Institution | +$1.8M +56.2K shares |
Cetera Investment Advisers RIA/Wealth | +$1.1M +35.3K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$946.9K +29.6K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | +$694.7K +21.7K shares |
 PFG Advisors RIA/Wealth | +$584.6K +18.3K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$566.5K +17.7K shares |
 Kestra Advisory Services, LLC RIA/Wealth | +$425.1K +13.3K shares |
 Castle Rock Wealth Management, LLC RIA/Wealth | +$372.9K +11.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OLD MISSION CAPITAL LLC Institution | −$1.0M −32.1K shares |
E Elevated Capital Advisors, LLC RIA/Wealth | −$670.1K −21.0K shares |
American Asset Management Inc. RIA/Wealth | −$615.5K −19.3K shares |
 Ballast, Inc. RIA/Wealth | −$446.8K −14.6K shares |
 AE Wealth Management LLC RIA/Wealth | −$103.8K −3.2K shares |
 UBS Group AG Institution | −$75.1K −2.3K shares |
Strategic Blueprint, LLC RIA/Wealth | −$57.5K −1.8K shares |
 Crown Wealth Group, LLC RIA/Wealth | −$51.0K −1.6K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | −$34.5K −1.1K shares |
 Merit Financial Group, LLC RIA/Wealth | −$29.4K −921.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AUGW in Q3 2025
- New Positions
- 6
- New Value
- $22.0M
- Exited Positions
- 5
- Exited Value
- $494.2K
New Positions
| Institution | Position Value |
|---|---|
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | $20.3M 635.2K shares |
 Westshore Wealth, LLC RIA/Wealth | $1.0M 32.8K shares |
D Diligent Investors, LLC RIA/Wealth | $270.2K 8.5K shares |
G GTS SECURITIES LLC Institution | $215.4K 6.7K shares |
 Cypress Wealth Services, LLC RIA/Wealth | $203.6K 6.4K shares |
 BARCLAYS PLC Institution | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $446.8K 14.6K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $34.5K 1.1K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $11.0K 360.0 shares |
 Park Square Financial Group, LLC RIA/Wealth | $1.8K 60.0 shares |
BARCLAYS PLC Institution | - 4.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in AUGW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AUGW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ACCESS FINANCIAL SERVICES, INC. RIA/Wealth | 7.35% $20.3M |
American Asset Management Inc. RIA/Wealth | 2.93% $3.3M |
E Elevated Capital Advisors, LLC RIA/Wealth | 1.03% $4.1M |
Westshore Wealth, LLC RIA/Wealth | 0.36% $1.0M |
Castle Rock Wealth Management, LLC RIA/Wealth | 0.31% $1.4M |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.21% $565.3K |
 RED CRANE WEALTH MANAGEMENT, LLC RIA/Wealth | 0.20% $238.1K |
Crown Wealth Group, LLC RIA/Wealth | 0.19% $584.5K |
 Grantvest Financial Group LLC RIA/Wealth | 0.18% $249.3K |
Strategic Blueprint, LLC RIA/Wealth | 0.12% $2.6M |
Hedge Fund Spotlight
Discover hedge funds investing in AUGW
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
A
Position in AllianzIM U.S. Large Cap Buffer20 Aug
- Market Value
- $566.5K
- Shares Held
- 17.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
