AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
35 hedge funds and large institutions have $93.7M invested in AllianzIM U.S. Equity Buffer10 Jan ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 3 closing their positions.
325% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 4
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
30% more capital invested
Capital invested by funds: $72.2M → $93.7M (+$21.5M)
25% more funds holding
Funds holding: 28 → 35 (+7)
154.85% less ownership
Funds ownership: 230.02% → 75.17% (-155%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$5.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.92M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.08M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$3.99M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.43M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$1.19M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$10.7K |
| 4 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$6.94K |
| 5 |
JP Morgan Chase
New York
|
-$4.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SB
26
Strategic Blueprint
Atlanta,
Georgia
| $300K | +$291K | +9,104 | New |
|
|
PAS
27
Park Avenue Securities
New York
| $277K | -$4.35K | -136 | -2% |
|
28
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $211K | +$204K | +6,390 | New |
|
|
CAG
29
Csenge Advisory Group
Clearwater,
Florida
| $204K | +$198K | +6,197 | New |
|
30
UBS Group
Zurich,
Switzerland
| $43.2K | +$41.9K | +1,311 | New |
|
|
AF
31
Advisornet Financial
Minnetonka,
Minnesota
| $16.5K | – | – | – |
|
|
AF
32
Allworth Financial
Folsom,
California
| $3.92K | +$3.81K | +119 | New |
|
|
AW
33
Avion Wealth
The Woodlands,
Texas
| $3K | +$2.49K | +78 | New |
|
|
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $1.72K | – | – | – |
|
|
DFA
35
DHJJ Financial Advisors
Naperville,
Illinois
| $330 | – | – | – |
|
|
W
36
Wealthquest
Cincinnati,
Ohio
| – | -$1.19M | -38,407 | Closed |
|
|
37
JP Morgan Chase
New York
| – | -$4.48K | -144 | Closed |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -41 | Closed |
|
JANT Hedge Fund Activity: Q1 2024 in Review
35 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) for Q1 2024, worth a combined $93.7M — up 30% from $72.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new JANT positions and 3 closed out — a net gain of 7 holders — while 17 added to existing stakes and 4 trimmed.
The largest buyer was Kestra Advisory Services, adding an estimated $5.19M. The largest seller was AE Wealth Management, cutting an estimated $6.43M.
- 35 institutional investors held AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) as of Q1 2024, up from 28 in Q4 2023.
- Funds reported $93.7M of AllianzIM U.S. Equity Buffer10 Jan ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 10 funds opened new AllianzIM U.S. Equity Buffer10 Jan ETF positions in Q1 2024 and 3 closed out, a net change of +7 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jan ETF buyer in Q1 2024 was Kestra Advisory Services, an estimated $5.19M added.
- The largest AllianzIM U.S. Equity Buffer10 Jan ETF seller in Q1 2024 was AE Wealth Management, an estimated $6.43M sold.
Based on aggregated 13F filings for Q1 2024.