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AllianzIM U.S. Large Cap Buffer20 Feb ETF

29 hedge funds and large institutions have $36.8M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+4
Holders Change %
+16%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$5.84M +$5.24M +186,948 +877%
KAS
2
Kestra Advisory Services
Texas
$4.74M -$207K -7,413 -4%
AIMU
3
Allianz Investment Management US
Minnesota
$4.24M -$766K -27,500 -15%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.97M -$1.78M -63,932 -31%
KCM
5
Kaye Capital Management
California
$2.94M -$121K -4,324 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.63M -$4.1M -147,244 -61%
AWS
7
Atria Wealth Solutions
New York
$2.37M -$183K -6,574 -7%
SB
8
Strategic Blueprint
Georgia
$2.03M +$971K +34,857 +91%
CA
9
Cetera Advisors
Colorado
$1.29M -$94.7K -3,400 -7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.06M +$807K +28,982 +325%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$985K +$985K +35,345 New
Citadel Advisors
12
Citadel Advisors
Florida
$562K +$73.9K +2,652 +15%
OMC
13
Old Mission Capital
Illinois
$536K -$124K -4,451 -19%
AAS
14
Avantax Advisory Services
Texas
$477K -$378K -13,555 -44%
OWA
15
Outlook Wealth Advisors
Texas
$457K +$457K +16,414 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$428K -$126K -4,522 -23%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$423K -$70.2K -2,518 -14%
BAM
18
Belpointe Asset Management
Nevada
$386K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$293K -$557 -20 -0.2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$253K -$5.85K -210 -2%
LPL Financial
21
LPL Financial
California
$229K +$229K +8,230 New
HI
22
Harbour Investments
Wisconsin
$153K
UBS Group
23
UBS Group
Switzerland
$131K +$131K +4,686 New
IA
24
IFP Advisors
Florida
$117K
NS
25
NBC Securities
Alabama
$113K