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AllianzIM US Large Cap Buffer10 Apr ETF
APRT

Overview Fund Activity

38 hedge funds and large institutions have $88.5M invested in AllianzIM US Large Cap Buffer10 Apr ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$18.7M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.2M
3
AWM
3
AE Wealth Management
Kansas
$37M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.41M
5
NF
5
Nvest Financial
New Hampshire
$1.53M

Top Sellers

1
AIMU
1
Allianz Investment Management US
Minnesota
$181K
2
CF
2
Centaurus Financial
California
$416K
3
LPL Financial
3
LPL Financial
California
$0
4
MSFS
4
Main Street Financial Solutions
Pennsylvania
$541K
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$863K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$37M +$4.33M +119,768 +13%
KAS
2
Kestra Advisory Services
Texas
$18.7M +$18.4M +509,301 +6,163%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.2M +$5.78M +159,845 +169%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.41M +$2.96M +81,870 +121%
AAS
5
Avantax Advisory Services
Texas
$2.34M +$1.32M +36,509 +130%
NF
6
Nvest Financial
New Hampshire
$1.53M +$1.53M +42,211 New
AWS
7
Atria Wealth Solutions
New York
$1.2M +$907K +25,083 +306%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.11M +$276K +7,624 +33%
FI
9
FWG Investments
Kentucky
$1.11M +$332K +9,193 +43%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.05M +$744K +20,572 +241%
RIA
11
Regal Investment Advisors
Michigan
$1.01M +$295K +8,174 +42%
KCM
12
Kaye Capital Management
California
$998K +$998K +27,599 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$863K -$77K -2,130 -8%
SW
14
Simplicity Wealth
New Jersey
$827K – – –
BFG
15
Bleakley Financial Group
New Jersey
$827K – – –
HI
16
Harbour Investments
Wisconsin
$777K +$777K +21,494 New
MSFS
17
Main Street Financial Solutions
Pennsylvania
$541K -$84.3K -2,332 -13%
CF
18
Centaurus Financial
California
$416K -$1.28M -35,445 -75%
AWM
19
Accurate Wealth Management
Florida
$389K +$61.7K +1,676 +19%
SL
20
Sentinus LLC
Illinois
$323K +$323K +8,938 New
BRWA
21
B. Riley Wealth Advisors
Florida
$307K – – –
OMC
22
Old Mission Capital
Illinois
$294K +$294K +8,126 New
NFG
23
Nations Financial Group
Iowa
$279K – – –
FIA
24
Foundations Investment Advisors
Arizona
$270K +$270K +7,468 New
Citadel Advisors
25
Citadel Advisors
Florida
$266K -$38.6K -1,067 -13%
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