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AllianzIM U.S. Large Cap Buffer20 Feb ETF

47 hedge funds and large institutions have $124M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+18
Holders Change %
+62.07%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
15
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$57.1M +$51M +1,762,120 +846%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M +$8.04M +277,497 +195%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.26M +$4.53M +156,452 +166%
KAS
4
Kestra Advisory Services
Texas
$6.3M +$1.37M +47,141 +28%
WIM
5
WealthPlan Investment Management
Nebraska
$4.13M +$4.13M +142,787 New
AWS
6
Atria Wealth Solutions
New York
$4.05M +$1.59M +54,751 +64%
OWA
7
Outlook Wealth Advisors
Texas
$3.88M +$3.4M +117,501 +716%
KCM
8
Kaye Capital Management
California
$3M -$41.5K -1,432 -1%
AWA
9
Authentikos Wealth Advisory
California
$2.31M +$2.31M +79,855 New
GLR
10
Great Lakes Retirement
Ohio
$2.23M +$2.23M +77,092 New
WP
11
WealthPLAN Partners
Nebraska
$2.19M +$2.19M +75,736 New
SB
12
Strategic Blueprint
Georgia
$1.85M -$266K -9,179 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.73M +$1.29M +44,702 +294%
HI
14
Harbour Investments
Wisconsin
$1.62M +$1.46M +50,573 +923%
DLHL
15
Donald L. Hagan LLC
Florida
$1.49M +$1.49M +51,573 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.33M +$237K +8,168 +22%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.13M +$822K +28,373 +269%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$889K +$889K +30,697 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$823K +$560K +19,338 +213%
CPA
20
Clear Point Advisors
New York
$631K +$631K +21,777 New
EMAM
21
Encompass More Asset Management
California
$570K +$570K +19,670 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$555K +$110K +3,790 +25%
CAN
23
Cetera Advisor Networks
California
$544K +$544K +18,776 New
CA
24
Cetera Advisors
Colorado
$544K -$797K -27,510 -59%
AAS
25
Avantax Advisory Services
Texas
$533K +$36.8K +1,270 +7%