A
AllianzIM U.S. Large Cap Buffer20 Mar
MARW • ARCA
AllianzIM U.S. Large Cap Buffer20 Mar is a publicly traded company on ARCA. As of Q3 2025, 29 institutional investors hold shares in this company, with total holdings valued at $34.7M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $5.9M.
Overview
Overview of institutional ownership in MARW as of Q3 2025
All Institutions
- Institutions
- 29
- Value Held
- $34.7M
- Shares Held
- 1.0M
- Avg Position
- $1.2M
- Median Position
- $773.9K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $2.6M
- Shares Held
- 77.2K
- Avg Position
- $2.6M
- Median Position
- $2.6M
Biggest Investors
Institutions with the largest positions in MARW as of Q3 2025
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $5.9M 0.01% of portfolio |
L LPL Financial LLC Institution | $3.8M 0.00% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $2.8M 0.01% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.7M 0.00% of portfolio |
 Fortis Capital Management LLC Hedge Fund•Multi-Strategy | $2.6M 0.37% of portfolio |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $2.5M 0.01% of portfolio |
 Spire Wealth Management RIA/Wealth | $2.0M 0.07% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.7M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $1.4M 0.06% of portfolio |
 Farther Finance Advisors, LLC RIA/Wealth | $1.0M 0.02% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MARW in Q3 2025
- Traded
- +$3.2M
- Buyers
- 9
- Sellers
- 14
- Total Bought
- +$5.1M
- Total Sold
- −$1.8M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | +$2.5M +-318.2K shares |
L LPL Financial LLC Institution | +$1.4M +41.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$521.4K +15.5K shares |
O OLD MISSION CAPITAL LLC Institution | +$285.6K +8.5K shares |
 BARCLAYS PLC Institution | +$155.0K +65.0 shares |
Cetera Investment Advisers RIA/Wealth | +$90.4K +2.7K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$57.2K +1.7K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$25.3K +753.0 shares |
E Elevated Capital Advisors, LLC RIA/Wealth | +$7.1K +211.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Spire Wealth Management RIA/Wealth | −$425.2K −12.7K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$293.2K −8.7K shares |
 Ballast, Inc. RIA/Wealth | −$229.0K −7.0K shares |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | −$229.0K −7.0K shares |
 GeoWealth Management, LLC RIA/Wealth | −$204.8K −6.3K shares |
 SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | −$202.9K −6.0K shares |
A Advisor Group Holdings, Inc. Institution | −$89.3K −2.7K shares |
 Global Retirement Partners, LLC RIA/Wealth | −$79.0K −2.4K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$37.4K −1.1K shares |
 PFG Advisors RIA/Wealth | −$17.9K −532.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MARW in Q3 2025
- New Positions
- 2
- New Value
- $2.7M
- Exited Positions
- 4
- Exited Value
- $663.2K
New Positions
| Institution | Position Value |
|---|---|
MML INVESTORS SERVICES, LLC RIA/Wealth | $2.5M 75.3K shares |
BARCLAYS PLC Institution | $155.0K 4.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $229.0K 7.0K shares |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | $229.0K 7.0K shares |
GeoWealth Management, LLC RIA/Wealth | $204.8K 6.3K shares |
 UBS Group AG Institution | $390.0 12.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in MARW 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 MARW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.42% $645.0K |
Fortis Capital Management LLC Hedge Fund•Multi-Strategy | 0.37% $2.6M |
 Castle Rock Wealth Management, LLC RIA/Wealth | 0.22% $976.9K |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.13% $518.0K |
T TAGStone Capital, Inc. RIA/Wealth | 0.10% $237.6K |
B BCGM Wealth Management, LLC Institution | 0.09% $339.7K |
Spire Wealth Management RIA/Wealth | 0.07% $2.0M |
 Cypress Wealth Services, LLC RIA/Wealth | 0.06% $371.7K |
O OLD MISSION CAPITAL LLC Institution | 0.06% $1.4M |
PFG Advisors RIA/Wealth | 0.03% $801.1K |
Hedge Fund Spotlight
Discover hedge funds investing in MARW
Fortis Capital Management LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerMichael Robert Boroughs
- Portfolio Value
- $710.3M
- Positions
- 176
- Last Reported
- Q3 2025
Sector Allocation
A
Position in AllianzIM U.S. Large Cap Buffer20 Mar
- Market Value
- $2.6M
- Shares Held
- 77.2K
- Portfolio Weight
- 0.37%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $161.5M | 22.74% | |
ETF ETF | $33.3M | 4.69% | |
Semiconductors Technology | $25.5M | 3.59% |
