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AllianzIM U.S. Large Cap Buffer20 Feb ETF

42 hedge funds and large institutions have $48.9M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
15
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRA
26
Secured Retirement Advisors
Minnesota
$274K +$38.9K +1,312 +17%
HAS
27
HBW Advisory Services
California
$264K +$264K +8,906 New
LPL Financial
28
LPL Financial
California
$239K +$2.16K +73 +0.9%
FA
29
FSA Advisors
Michigan
$237K -$3.5K -121 -1%
GFA
30
Gallagher Fiduciary Advisors
Illinois
$210K
MC
31
Moors & Cabot
Massachusetts
$204K +$204K +6,900 New
OIA
32
OneDigital Investment Advisors
Kansas
$202K +$202K +6,823 New
AIMU
33
Allianz Investment Management US
Minnesota
$148K
IA
34
IFP Advisors
Florida
$126K
NS
35
NBC Securities
Alabama
$115K
BBPWM
36
Blue Bell Private Wealth Management
Pennsylvania
$85.8K
CFD
37
Creative Financial Designs
Indiana
$71.1K
UBS Group
38
UBS Group
Switzerland
$17.5K +$17.5K +592 New
CAS
39
Coppell Advisory Solutions
Texas
$10.5K +$10.5K +355 New
FNWA
40
Financial Network Wealth Advisors
Utah
$10.2K +$10.2K +345 New
GLR
41
Great Lakes Retirement
Ohio
$5.39K -$2.28M -76,910 -100%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +32 New
WIM
43
WealthPlan Investment Management
Nebraska
-$4.13M -142,787 Closed
OWA
44
Outlook Wealth Advisors
Texas
-$3.88M -133,915 Closed
AWA
45
Authentikos Wealth Advisory
California
-$2.31M -79,855 Closed
WP
46
WealthPLAN Partners
Nebraska
-$2.19M -75,736 Closed
DLHL
47
Donald L. Hagan LLC
Florida
-$1.49M -51,573 Closed
EMAM
48
Encompass More Asset Management
California
-$570K -19,670 Closed
AAS
49
Avantax Advisory Services
Texas
-$533K -18,406 Closed
CAG
50
Csenge Advisory Group
Florida
-$514K -17,740 Closed