We are live on ! Find out more
JANT icon

AllianzIM U.S. Equity Buffer10 Jan ETF

24 hedge funds and large institutions have $75.9M invested in AllianzIM U.S. Equity Buffer10 Jan ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 3

60% more funds holding

Funds holding: 1524 (+9)

22% more capital invested

Capital invested by funds: $62.2M → $75.9M (+$13.7M)

15.57% more ownership

Funds ownership: 102.61%118.17% (+16%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
6
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$46.9M -$2.69M -106,442 -5%
LAS
2
Lloyd Advisory Services
Georgia
$9.47M +$188K +7,431 +2%
RA
3
RFG Advisory
Alabama
$4.37M +$4.12M +162,912 New
PWM
4
PRW Wealth Management
Massachusetts
$3.42M +$3.42M +135,124 New
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$3.01M +$3.01M +118,875 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.39M +$40.5K +1,599 +2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.48M +$683K +27,014 +86%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$779K +$16.6K +655 +2%
PAS
9
Park Avenue Securities
New York
$666K
Jane Street
10
Jane Street
New York
$570K +$244K +9,654 +75%
NFG
11
Nations Financial Group
Iowa
$538K
T
12
TRUADVICE
Florida
$519K
Citadel Advisors
13
Citadel Advisors
Florida
$466K +$466K +18,420 New
CAN
14
Cetera Advisor Networks
California
$328K -$180K -7,112 -35%
FFA
15
Farther Finance Advisors
California
$278K +$278K +11,000 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$259K -$49.3K -1,950 -16%
AWS
17
Atria Wealth Solutions
New York
$250K +$250K +9,894 New
AWM
18
Accurate Wealth Management
Florida
$129K +$127K +5,000 New
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$83.5K
UBS Group
20
UBS Group
Switzerland
$16.1K +$5.77K +228 +56%
AF
21
Advisornet Financial
Minnesota
$12.7K
BAM
22
Belpointe Asset Management
Nevada
$11.1K +$11.1K +439 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.2K +87 New
RWPA
24
Richard W. Paul & Associates
Michigan
$1.26K +$1.26K +50 New

JANT Hedge Fund Activity: Q4 2022 in Review

24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) for Q4 2022, worth a combined $75.9M — up 22% from $62.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JANT positions and 0 closed out — a net gain of 10 holders — while 6 added to existing stakes and 3 trimmed.

The largest buyer was RFG Advisory, opening a new position worth an estimated $4.12M. The largest seller was AE Wealth Management, cutting an estimated $2.69M.

  • 24 institutional investors held AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) as of Q4 2022, up from 15 in Q3 2022.
  • Funds reported $75.9M of AllianzIM U.S. Equity Buffer10 Jan ETF stock for Q4 2022, up 22% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer10 Jan ETF positions in Q4 2022 and 0 closed out, a net change of +10 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF buyer in Q4 2022 was RFG Advisory, an estimated $4.12M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF seller in Q4 2022 was AE Wealth Management, an estimated $2.69M sold.

Based on aggregated 13F filings for Q4 2022.