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AllianzIM US Large Cap Buffer20 Apr ETF
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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 %
AWM
1
AE Wealth Management
Kansas
$55.9M 1,796,637 +75,990 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$29.7M 953,613 +254,967 +36%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.1M 581,940 +352,011 +153%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$16.7M 537,444 +149,453 +39%
LAS
5
Lloyd Advisory Services
Georgia
$13.6M 437,315 +437,315 New
CF
6
Centaurus Financial
California
$7.31M 234,970 +125,499 +115%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.18M 230,839 +72,088 +45%
RJA
8
Raymond James & Associates
Florida
$6.59M 211,626 +211 +0.1%
KAS
9
Kestra Advisory Services
Texas
$5.25M 168,796 +106,665 +172%
OWA
10
Outlook Wealth Advisors
Texas
$4M 162,990 +4,731 +3%
CAC
11
Certified Advisory Corp
Florida
$3.76M 120,937 +27,597 +30%
AWS
12
Atria Wealth Solutions
New York
$3.65M 117,214 +96,670 +471%
SB
13
Strategic Blueprint
Georgia
$2.52M 81,062 +5,883 +8%
GLR
14
Great Lakes Retirement
Ohio
$2.16M 69,438 -7,044 -9%
HI
15
Harbour Investments
Wisconsin
$1.96M 63,044 +63,044 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.95M 62,510 +33,821 +118%
SWM
17
Spire Wealth Management
Virginia
$1.88M 60,476 +60,476 New
AFS
18
Access Financial Services
Minnesota
$1.68M 54,020 +43,520 +414%
AAS
19
Avantax Advisory Services
Texas
$1.65M 52,911 +38,681 +272%
ECA
20
Elevated Capital Advisors
Utah
$1.58M 50,658 +50,658 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.31M 42,157 +42,157 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.21M 38,810 -3,693 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.2M 38,513 +37,031 +2,499%
ETIA
24
Epic Trust Investment Advisors
Washington
$1.13M 36,221 -1,961 -5%
CPA
25
Clear Point Advisors
New York
$1.04M 33,409 -2,650 -7%
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