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AllianzIM U.S. Large Cap Buffer20 Feb ETF

37 hedge funds and large institutions have $43.2M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-5
Holders Change %
-11.9%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$271K +$271K +8,928 New
GFA
27
Gallagher Fiduciary Advisors
Illinois
$215K
MC
28
Moors & Cabot
Massachusetts
$210K
OIA
29
OneDigital Investment Advisors
Kansas
$207K
AIMU
30
Allianz Investment Management US
Minnesota
$152K
IA
31
IFP Advisors
Florida
$129K
UBS Group
32
UBS Group
Switzerland
$121K +$103K +3,377 +570%
NS
33
NBC Securities
Alabama
$111K -$6.27K -208 -5%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$87.9K
CFD
35
Creative Financial Designs
Indiana
$72.9K
CAS
36
Coppell Advisory Solutions
Texas
$10.8K
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$1K
KCM
38
Kaye Capital Management
California
-$2.96M -99,820 Closed
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
-$411K -13,885 Closed
HA
40
Herold Advisors
New York
-$289K -9,767 Closed
SRA
41
Secured Retirement Advisors
Minnesota
-$274K -9,235 Closed
HAS
42
HBW Advisory Services
California
-$264K -8,906 Closed
FA
43
FSA Advisors
Michigan
-$237K -8,180 Closed
FNWA
44
Financial Network Wealth Advisors
Utah
-$10.2K -345 Closed
GLR
45
Great Lakes Retirement
Ohio
-$5.39K -182 Closed