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AllianzIM U.S. Large Cap Buffer20 Dec ETF

29 hedge funds and large institutions have $89.5M invested in AllianzIM U.S. Large Cap Buffer20 Dec ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$32.6M 1,275,253 +123,436 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.7M 730,970 +341,838 +88%
KAS
3
Kestra Advisory Services
Texas
$14.8M 580,293 +137,917 +31%
W
4
Wealthquest
Ohio
$5.83M 228,414 +92,509 +68%
AIMU
5
Allianz Investment Management US
Minnesota
$4.83M 189,362 -10,000 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.3M 129,253 +44,268 +52%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$1.38M 53,967 +422 +0.8%
GLR
8
Great Lakes Retirement
Ohio
$1.07M 42,051 +42,051 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.05M 41,280 +18,404 +80%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.03M 40,259 +21,776 +118%
WP
11
WealthPLAN Partners
Nebraska
$834K 32,672 -3,968 -11%
OWA
12
Outlook Wealth Advisors
Texas
$635K 24,866 -978 -4%
SB
13
Strategic Blueprint
Georgia
$617K 24,158 +8,773 +57%
AWA
14
Authentikos Wealth Advisory
California
$519K 21,244 +21,244 New
AWS
15
Atria Wealth Solutions
New York
$421K 16,500 +16,500 New
FHC
16
First Heartland Consultants
Missouri
$389K 15,230 -3,530 -19%
CA
17
Cetera Advisors
Colorado
$357K 13,994 +13,994 New
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$319K 12,510
Koshinski Asset Management
19
Koshinski Asset Management
Illinois
$298K 11,690 +11,690 New
Citadel Advisors
20
Citadel Advisors
Florida
$283K 11,102 +11,102 New
WIM
21
WealthPlan Investment Management
Nebraska
$105K 4,110 -32,530 -89%
CFD
22
Creative Financial Designs
Indiana
$83K 3,250
HI
23
Harbour Investments
Wisconsin
$46.4K 1,818
IA
24
IFP Advisors
Florida
$30.9K 1,231 -15,372 -93%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$15.7K 613,651 +214,660 +54%