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AllianzIM US Large Cap Buffer10 Apr ETF
APRT

Overview Fund Activity

29 hedge funds and large institutions have $51.9M invested in AllianzIM US Large Cap Buffer10 Apr ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
3
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$31.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$809K
3
SW
3
Simplicity Wealth
New Jersey
$797K
4
FI
4
FWG Investments
Kentucky
$749K
5
RIA
5
Regal Investment Advisors
Michigan
$684K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.3M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$906K
5
Bank of America
5
Bank of America
North Carolina
$139K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$31.5M +$31.5M +903,688 New
Osaic Holdings
2
Osaic Holdings
Arizona
$3.3M -$2.03M -58,137 -38%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.36M -$10.5K -300 -0.4%
AIMU
4
Allianz Investment Management US
Minnesota
$2.14M – – –
CF
5
Centaurus Financial
California
$1.64M -$35.5K -1,018 -2%
AAS
6
Avantax Advisory Services
Texas
$979K -$40.2K -1,154 -4%
FHC
7
First Heartland Consultants
Missouri
$931K -$30.2K -867 -3%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$906K -$143K -4,100 -14%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$809K +$809K +23,212 New
BFG
10
Bleakley Financial Group
New Jersey
$797K – – –
SW
11
Simplicity Wealth
New Jersey
$797K +$797K +22,866 New
FI
12
FWG Investments
Kentucky
$749K +$749K +21,488 New
RIA
13
Regal Investment Advisors
Michigan
$684K +$684K +19,632 New
MSFS
14
Main Street Financial Solutions
Pennsylvania
$603K – – –
CAN
15
Cetera Advisor Networks
California
$506K -$6.97K -200 -1%
LPL Financial
16
LPL Financial
California
$337K +$337K +9,655 New
AWM
17
Accurate Wealth Management
Florida
$299K +$40.2K +1,194 +16%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$297K +$297K +8,534 New
Citadel Advisors
19
Citadel Advisors
Florida
$294K +$294K +8,435 New
KAS
20
Kestra Advisory Services
Texas
$288K +$41.6K +1,193 +17%
AWS
21
Atria Wealth Solutions
New York
$285K +$285K +8,186 New
NFG
22
Nations Financial Group
Iowa
$269K +$11.1K +318 +4%
BRWA
23
B. Riley Wealth Advisors
Florida
$262K – – –
CA
24
Cetera Advisors
Colorado
$236K +$236K +6,769 New
FFN
25
Focus Financial Network
Minnesota
$207K +$207K +6,119 New
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