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AllianzIM U.S. Large Cap Buffer20 Dec ETF

47 hedge funds and large institutions have $73.7M invested in AllianzIM U.S. Large Cap Buffer20 Dec ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
47
Holders Change
+19
Holders Change %
+67.86%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
13
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$19.5M 689,010 +182,124 +36%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.4M 685,073 +254,659 +59%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.4M 400,923 +106,879 +36%
KAS
4
Kestra Advisory Services
Texas
$2.82M 99,405 +19,422 +24%
LAS
5
Lloyd Advisory Services
Georgia
$2.75M 96,816 +96,816 New
AWS
6
Atria Wealth Solutions
New York
$1.84M 64,717 +64,717 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.52M 53,657 +34,915 +186%
SB
8
Strategic Blueprint
Georgia
$1.31M 46,194 +46,194 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.14M 40,128 +24,285 +153%
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$900K 31,739 +31,739 New
WP
11
WealthPLAN Partners
Nebraska
$891K 31,424 +3,779 +14%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$869K 30,659 +30,659 New
FHC
13
First Heartland Consultants
Missouri
$804K 28,340 +18,750 +196%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$779K 27,488 +27,488 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$740K 26,092 -893 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$703K 24,778 +10,576 +74%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$575K 20,286 -17,730 -47%
OMC
18
Old Mission Capital
Illinois
$525K 18,522 +18,522 New
MWS
19
Maxwell Wealth Strategies
California
$425K 14,999 +14,999 New
CAN
20
Cetera Advisor Networks
California
$411K 14,499 +14,499 New
PA
21
PFG Advisors
Arizona
$399K 14,072 +14,072 New
AF
22
Advisornet Financial
Minnesota
$397K 13,985 +13,985 New
GLR
23
Great Lakes Retirement
Ohio
$383K 13,510 -3,351 -20%
HAS
24
HBW Advisory Services
California
$351K 12,366 +12,366 New
W
25
Wealthquest
Ohio
$333K 11,752 -485 -4%