AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
28 hedge funds and large institutions have $72.2M invested in AllianzIM U.S. Equity Buffer10 Jan ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.
335% more capital invested
Capital invested by funds: $16.6M → $72.2M (+$55.6M)
156.18% more ownership
Funds ownership: 73.84% → 230.02% (+156%)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
4% more funds holding
Funds holding: 27 → 28 (+1)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$38.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$11M |
| 3 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.71M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$381K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$815K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$791K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$293K |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
-$284K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$260K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OLVIG
26
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $1.62K | – | – | – |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
DFA
28
DHJJ Financial Advisors
Naperville,
Illinois
| $311 | – | – | – |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$791K | -28,154 | Closed |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$260K | -9,253 | Closed |
|
|
NS
31
NBC Securities
Birmingham,
Alabama
| – | -$116K | -4,132 | Closed |
|
|
BCM
32
BluePath Capital Management
Atlanta,
Georgia
| – | -$32.9K | -1,172 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$23.9K | -849 | Closed |
|
|
AWA
34
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$9.16K | -326 | Closed |
|
JANT Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) for Q4 2023, worth a combined $72.2M — up 335% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JANT positions and 6 closed out — a net gain of 2 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $38.8M. The largest seller was Osaic Holdings, cutting an estimated $815K.
- 28 institutional investors held AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $72.2M of AllianzIM U.S. Equity Buffer10 Jan ETF stock for Q4 2023, up 335% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer10 Jan ETF positions in Q4 2023 and 6 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jan ETF buyer in Q4 2023 was AE Wealth Management, an estimated $38.8M added.
- The largest AllianzIM U.S. Equity Buffer10 Jan ETF seller in Q4 2023 was Osaic Holdings, an estimated $815K sold.
Based on aggregated 13F filings for Q4 2023.