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AllianzIM U.S. Large Cap Buffer10 Feb ETF

26 hedge funds and large institutions have $72.5M invested in AllianzIM U.S. Large Cap Buffer10 Feb ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+14
Holders Change %
+116.67%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
5
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$29.8M +$23.7M +768,169 +389%
KCM
2
Kaye Capital Management
California
$13.1M -$560K -18,108 -4%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.08M +$5.2M +168,260 +277%
WIM
4
WealthPlan Investment Management
Nebraska
$5.56M +$5.56M +179,888 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.01M +$4.01M +129,569 New
WP
6
WealthPLAN Partners
Nebraska
$2.95M +$2.95M +95,399 New
HI
7
Harbour Investments
Wisconsin
$2.26M +$2.17M +70,077 +2,356%
AWS
8
Atria Wealth Solutions
New York
$1.36M +$481K +15,576 +55%
OMC
9
Old Mission Capital
Illinois
$884K +$884K +28,588 New
LPL Financial
10
LPL Financial
California
$752K +$752K +24,333 New
FI
11
FWG Investments
Kentucky
$744K +$744K +24,078 New
AIMU
12
Allianz Investment Management US
Minnesota
$688K -$4.56M -147,500 -87%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$579K +$579K +18,747 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$514K +$514K +16,629 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$502K +$502K +16,243 New
NF
16
Nvest Financial
New Hampshire
$331K +$331K +10,717 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$308K
CAN
18
Cetera Advisor Networks
California
$242K +$242K +7,843 New
KAS
19
Kestra Advisory Services
Texas
$218K +$218K +7,047 New
FFN
20
Focus Financial Network
Minnesota
$206K +$206K +6,828 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$204K +$204K +6,604 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$159K -$525 -17 -0.3%
AF
23
Advisornet Financial
Minnesota
$30.2K +$93 +3 +0.3%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$3.09K -$62 -2 -2%
AF
25
Allworth Financial
California
$588 +$588 +19 New