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AllianzIM U.S. Large Cap Buffer20 Dec ETF

73 hedge funds and large institutions have $451M invested in AllianzIM U.S. Large Cap Buffer20 Dec ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+37
Holders Change %
+102.78%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
43
Increased
13
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$211M 6,945 -200 -3%
AWM
2
AE Wealth Management
Kansas
$104M 3,410,700 +3,324,329 +3,849%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.2M 631,301 +143,828 +30%
LAS
4
Lloyd Advisory Services
Georgia
$18M 593,230 +593,230 New
AFS
5
Access Financial Services
Minnesota
$9.64M 316,872 +316,872 New
Osaic Holdings
6
Osaic Holdings
Arizona
$9.48M 311,600 +168,517 +118%
FWM
7
FSR Wealth Management
Illinois
$8.5M 279,333 +279,333 New
OWA
8
Outlook Wealth Advisors
Texas
$7.6M 249,768 +249,768 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$7.36M 241,841 +241,841 New
AAM
10
American Asset Management
Florida
$5.86M 192,712 +192,712 New
KAS
11
Kestra Advisory Services
Texas
$4.22M 138,632 +63,148 +84%
HBS
12
Howard Bailey Securities
Indiana
$3.84M 126,301 +126,301 New
GLR
13
Great Lakes Retirement
Ohio
$3.18M 104,664 +104,664 New
SWM
14
Spire Wealth Management
Virginia
$2.73M 89,656 +89,656 New
AWA
15
Authentikos Wealth Advisory
California
$2.46M 80,815 +80,815 New
AWS
16
Atria Wealth Solutions
New York
$2.3M 75,565 +51,913 +219%
Raymond James Financial
17
Raymond James Financial
Florida
$2.19M 72,002 +72,002 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.9M 62,422 +21,281 +52%
SW
19
SMART Wealth
Nebraska
$1.76M 57,940 +57,940 New
HI
20
Harbour Investments
Wisconsin
$1.7M 56,002 +54,578 +3,833%
AIA
21
AssuredPartners Investment Advisors
Florida
$1.7M 55,927 +55,927 New
CAG
22
Csenge Advisory Group
Florida
$1.66M 54,564 +54,564 New
FA
23
FSA Advisors
Michigan
$1.21M 39,752 +39,752 New
LI
24
LifeWealth Investments
Florida
$1.2M 39,595 +39,595 New
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$1.2M 39,315 +32,436 +472%