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AllianzIM U.S. Large Cap Buffer20 Aug ETF

54 hedge funds and large institutions have $221M invested in AllianzIM U.S. Large Cap Buffer20 Aug ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+21
Holders Change %
+63.64%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
25
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$93.2M 3,231,441 +3,231,441 New
RJA
2
Raymond James & Associates
Florida
$20.9M 724,171 +724,171 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.2M 456,779 -5,547 -1%
FHB
4
First Hawaiian Bank
Hawaii
$10.3M 356,000 +356,000 New
OWA
5
Outlook Wealth Advisors
Texas
$10.3M 355,722 +355,722 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.59M 332,470 +265,193 +394%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.65M 299,823 +58,485 +24%
LAS
8
Lloyd Advisory Services
Georgia
$6.42M 222,405 +222,405 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.68M 127,456 +94,766 +290%
AAM
10
American Asset Management
Florida
$3.64M 126,320 +126,320 New
AA
11
Advisory Alpha
Michigan
$3.37M 116,918 -8,151 -7%
GLR
12
Great Lakes Retirement
Ohio
$3.32M 115,080 +115,080 New
ECA
13
Elevated Capital Advisors
Utah
$3.05M 105,630 +105,630 New
HBS
14
Howard Bailey Securities
Indiana
$2.97M 102,877 +102,877 New
SB
15
Strategic Blueprint
Georgia
$2.78M 96,535 -48,030 -33%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.51M 87,140 +78,684 +931%
AWA
17
Authentikos Wealth Advisory
California
$2.01M 69,764 +69,764 New
HI
18
Harbour Investments
Wisconsin
$2M 69,481 +17,736 +34%
FFN
19
Focus Financial Network
Minnesota
$1.75M 60,821 +5,782 +11%
AWS
20
Atria Wealth Solutions
New York
$1.65M 57,152 +27,750 +94%
SW
21
SMART Wealth
Nebraska
$1.48M 51,466 +51,466 New
GM
22
GeoWealth Management
Illinois
$1.34M 46,482 +46,482 New
KAS
23
Kestra Advisory Services
Texas
$1.33M 46,055 +3,592 +8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.12M 38,897 +1,514 +4%
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
$1.09M 37,842 +37,842 New