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AllianzIM U.S. Large Cap Buffer10 Jan ETF

48 hedge funds and large institutions have $110M invested in AllianzIM U.S. Large Cap 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.

Holders
48
Holders Change
+12
Holders Change %
+33.33%
% of All Funds
0.64%
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 Market Value Shares Shares
Change
Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$382K 10,582 -2,425 -19%
MCC
27
Money Concepts Capital
Florida
$376K 10,432 -2,993 -22%
FFA
28
Farther Finance Advisors
California
$364K 10,087 -524 -5%
PAS
29
Park Avenue Securities
New York
$330K 9,158 +2,044 +29%
Envestnet Portfolio Solutions
30
Envestnet Portfolio Solutions
Illinois
$309K 8,574 -549 -6%
NG
31
Novem Group
New York
$307K 8,520 +8,520 New
Creative Planning
32
Creative Planning
Kansas
$295K 8,171
BOSSRA
33
B.O.S.S. Retirement Advisors
Utah
$293K 8,117 +8,117 New
LAS
34
Lloyd Advisory Services
Georgia
$249K 6,904 +6,904 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$245K 6,798
AAS
36
Avantax Advisory Services
Texas
$216K 5,976 +5,976 New
GM
37
GeoWealth Management
Illinois
$168K 4,660 +4,660 New
AF
38
Advisornet Financial
Minnesota
$18K 500
FNWA
39
Financial Network Wealth Advisors
Utah
$7.54K 209
PSFG
40
Park Square Financial Group
Georgia
$5.23K 145 +145 New
AF
41
Allworth Financial
California
$4.28K 116 -3 -3%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$4.19K 116 -1,674 -94%
Wells Fargo
43
Wells Fargo
California
$2.35K 65 +65 New
AW
44
Avion Wealth
Texas
$2K 78
T
45
Transce3nd
Texas
$1.95K 54 +54 New
OLVIG
46
Oliver Lagore Vanvalin Investment Group
Michigan
$1.88K 52
DFA
47
DHJJ Financial Advisors
Illinois
$361 10
CAWM
48
Capital A Wealth Management
Pennsylvania
$180 5 +5 New
OMC
49
Old Mission Capital
Illinois
-21,356 Closed
BWM
50
BCGM Wealth Management
Indiana
-10,642 Closed