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AllianzIM U.S. Equity Buffer10 Jan ETF

49 hedge funds and large institutions have $111M invested in AllianzIM U.S. Equity Buffer10 Jan ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more capital invested

Capital invested by funds: $30.6M → $111M (+$80.2M)

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

191.36% more ownership

Funds ownership: 64.49%255.85% (+191%)

32% more funds holding

Funds holding: 3749 (+12)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
49
Holders Change
+12
Holders Change %
+32.43%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
7
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$389K +$166K +4,669 +76%
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$382K -$86.4K -2,425 -19%
MCC
28
Money Concepts Capital
Florida
$376K -$107K -2,993 -22%
FFA
29
Farther Finance Advisors
California
$364K -$18.7K -524 -5%
PAS
30
Park Avenue Securities
New York
$330K +$72.8K +2,044 +29%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$309K -$19.6K -549 -6%
NG
32
Novem Group
New York
$307K +$303K +8,520 New
Creative Planning
33
Creative Planning
Kansas
$295K
BOSSRA
34
B.O.S.S. Retirement Advisors
Utah
$293K +$289K +8,117 New
LAS
35
Lloyd Advisory Services
Georgia
$249K +$246K +6,904 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$245K
AAS
37
Avantax Advisory Services
Texas
$216K +$213K +5,976 New
GM
38
GeoWealth Management
Illinois
$168K +$166K +4,660 New
AF
39
Advisornet Financial
Minnesota
$18K
FNWA
40
Financial Network Wealth Advisors
Utah
$7.54K
PSFG
41
Park Square Financial Group
Georgia
$5.23K +$5.16K +145 New
AF
42
Allworth Financial
California
$4.28K -$107 -3 -3%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.18K -$59.6K -1,674 -94%
Wells Fargo
44
Wells Fargo
California
$2.35K +$2.31K +65 New
AW
45
Avion Wealth
Texas
$2K
T
46
Transce3nd
Texas
$1.95K +$1.92K +54 New
OLVIG
47
Oliver Lagore Vanvalin Investment Group
Michigan
$1.88K
DFA
48
DHJJ Financial Advisors
Illinois
$361
CAWM
49
Capital A Wealth Management
Pennsylvania
$180 +$178 +5 New
OMC
50
Old Mission Capital
Illinois
-$750K -21,356 Closed

JANT Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) for Q4 2024, worth a combined $111M — up 262% from $30.6M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JANT positions and 6 closed out — a net gain of 13 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $65.1M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $983K.

  • 49 institutional investors held AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $111M of AllianzIM U.S. Equity Buffer10 Jan ETF stock for Q4 2024, up 262% quarter-over-quarter.
  • 19 funds opened new AllianzIM U.S. Equity Buffer10 Jan ETF positions in Q4 2024 and 6 closed out, a net change of +13 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF buyer in Q4 2024 was AE Wealth Management, an estimated $65.1M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF seller in Q4 2024 was Gladstone Institutional Advisory, an estimated $983K sold.

Based on aggregated 13F filings for Q4 2024.