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AllianzIM US Large Cap Buffer20 Apr ETF
APRW

Overview Fund Activity

67 hedge funds and large institutions have $208M invested in AllianzIM US Large Cap Buffer20 Apr ETF in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+16
Holders Change %
+31.37%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
23
Increased
21
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LAS
1
Lloyd Advisory Services
Georgia
$13.6M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$29.7M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.7M
5
CF
5
Centaurus Financial
California
$7.31M

Top Sellers

1
AWA
1
Authentikos Wealth Advisory
California
$0
2
LPL Financial
2
LPL Financial
California
$911K
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
PIS
5
POM Investment Strategies
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WG
51
Wealth Group
North Carolina
$201K 6,467 +6,467 New
FNWA
52
Financial Network Wealth Advisors
Utah
$164K 5,269 +5,269 New
CFD
53
Creative Financial Designs
Indiana
$147K 4,725 – –
Bank of America
54
Bank of America
North Carolina
$124K 4,000 -500 -11%
AIMU
55
Allianz Investment Management US
Minnesota
$124K 4,000 – –
AF
56
Advisornet Financial
Minnesota
$117K 3,775 – –
SCA
57
Stuart Chaussee & Associates
California
$68.5K 2,200 – –
PWMG
58
Prestige Wealth Management Group
New Jersey
$45.1K 1,450 -4,643 -76%
PA
59
Pineridge Advisors
Missouri
$39.6K 1,272 -105 -8%
SPIA
60
Steward Partners Investment Advisory
New York
$22.9K 736 +736 New
UBS Group
61
UBS Group
Switzerland
$22.2K 712 +712 New
BBPWM
62
Blue Bell Private Wealth Management
Pennsylvania
$21.2K 682 – –
CAS
63
Coppell Advisory Solutions
Texas
$13.2K 424 +424 New
RWPA
64
Richard W. Paul & Associates
Michigan
$4.36K 140 – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1K 39 +39 New
FHC
66
First Heartland Consultants
Missouri
$461 14,808 +14,808 New
OLVIG
67
Oliver Lagore Vanvalin Investment Group
Michigan
$187 6 – –
AWA
68
Authentikos Wealth Advisory
California
– – -49,412 Closed
LNC
69
Lincoln National Corp
Pennsylvania
– – -10,600 Closed
Citadel Advisors
70
Citadel Advisors
Florida
– – -9,931 Closed
PIS
71
POM Investment Strategies
North Carolina
– – -9,777 Closed
W
72
Wealthquest
Ohio
– – -7,803 Closed
CFGS
73
Concourse Financial Group Securities
Alabama
– – – –
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