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AllianzIM U.S. Large Cap Buffer20 Aug ETF
AUGW

Overview Fund Activity

42 hedge funds and large institutions have $91.3M invested in AllianzIM U.S. Large Cap Buffer20 Aug ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 19 closing their positions.

Holders
42
Holders Change
-12
Holders Change %
-22.22%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
6
Reduced
18
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$23.6M
2
ECA
2
Elevated Capital Advisors
Utah
$4.23M
3
RCWM
3
Red Crane Wealth Management
California
$919K
4
Jane Street
4
Jane Street
New York
$653K
5
RCM
5
Riggs Capital Management
Utah
$579K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$930K
2
OWA
2
Outlook Wealth Advisors
Texas
$0
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.59M
4
LAS
4
Lloyd Advisory Services
Georgia
$0
5
GLR
5
Great Lakes Retirement
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$23.6M 807,566 +807,566 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$11.4M 389,940 -66,839 -15%
FHB
3
First Hawaiian Bank
Hawaii
$10.4M 356,000 – –
Osaic Holdings
4
Osaic Holdings
Arizona
$7.7M 263,054 -36,769 -12%
ECA
5
Elevated Capital Advisors
Utah
$4.23M 144,701 +39,071 +37%
AAM
6
American Asset Management
Florida
$3.69M 126,114 -206 -0.2%
AA
7
Advisory Alpha
Michigan
$3.28M 112,192 -4,726 -4%
SB
8
Strategic Blueprint
Georgia
$2.7M 92,410 -4,125 -4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2.59M 88,626 -243,844 -73%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.01M 68,808 -58,648 -46%
HI
11
Harbour Investments
Wisconsin
$2M 68,461 -1,020 -1%
KAS
12
Kestra Advisory Services
Texas
$1.82M 62,174 +16,119 +35%
FFN
13
Focus Financial Network
Minnesota
$1.78M 60,896 +75 +0.1%
AWS
14
Atria Wealth Solutions
New York
$1.61M 54,872 -2,280 -4%
LPL Financial
15
LPL Financial
California
$1.52M 52,037 +14,988 +40%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.05M 36,035 -2,862 -7%
CRWM
17
Castle Rock Wealth Management
California
$939K 31,465 -678 -2%
AWM
18
AE Wealth Management
Kansas
$930K 31,795 -3,199,646 -99%
MML Investors Services
19
MML Investors Services
Massachusetts
$930K 31,793 -1,134 -3%
RCWM
20
Red Crane Wealth Management
California
$919K 31,405 +31,405 New
Jane Street
21
Jane Street
New York
$653K 22,327 +22,327 New
PA
22
PFG Advisors
Arizona
$622K 21,253 – –
RCM
23
Riggs Capital Management
Utah
$579K 19,793 +19,793 New
SWM
24
Spire Wealth Management
Virginia
$541K 18,476 +18,476 New
WG
25
Wealth Group
North Carolina
$513K 17,520 – –
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