We are live on ! Find out more
JANT icon

AllianzIM U.S. Equity Buffer10 Jan ETF

27 hedge funds and large institutions have $16.6M invested in AllianzIM U.S. Equity Buffer10 Jan ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19.14% more ownership

Funds ownership: 54.7%73.84% (+19%)

17% more funds holding

Funds holding: 2327 (+4)

63% less capital invested

Capital invested by funds: $44.8M → $16.6M (-$28.2M)

73% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 11

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RFG Advisory
Alabama
$4.8M -$118K -4,077 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.94M +$252K +8,745 +14%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.48M -$64.4K -2,232 -4%
W
4
Wealthquest
Ohio
$1.35M +$1.39M +48,126 New
AWM
5
AE Wealth Management
Kansas
$965K -$660K -22,876 -40%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$791K +$66.5K +2,305 +9%
CAN
7
Cetera Advisor Networks
California
$686K
NFG
8
Nations Financial Group
Iowa
$624K -$9.56K -331 -1%
T
9
TRUADVICE
Florida
$574K
CF
10
Centaurus Financial
California
$485K -$4.13K -143 -0.8%
MCC
11
Money Concepts Capital
Florida
$380K +$2.6K +90 +0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$345K -$190K -6,576 -35%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$337K -$1.16K -40 -0.3%
FFA
14
Farther Finance Advisors
California
$309K
BWM
15
BCGM Wealth Management
Indiana
$281K
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$279K -$8.66K -300 -3%
PIA
17
Panoramic Investment Advisors
Colorado
$276K +$284K +9,825 New
Citadel Advisors
18
Citadel Advisors
Florida
$260K -$124K -4,282 -32%
PAS
19
Park Avenue Securities
New York
$240K +$247K +8,549 New
NS
20
NBC Securities
Alabama
$116K +$119K +4,132 New
BCM
21
BluePath Capital Management
Georgia
$32.9K +$33.8K +1,172 New
UBS Group
22
UBS Group
Switzerland
$23.9K -$12.2K -423 -33%
AF
23
Advisornet Financial
Minnesota
$14.1K
AWA
24
Authentikos Wealth Advisory
California
$9.16K +$9.41K +326 New
OLVIG
25
Oliver Lagore Vanvalin Investment Group
Michigan
$1.46K -$2.71K -94 -64%

JANT Hedge Fund Activity: Q3 2023 in Review

27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) for Q3 2023, worth a combined $16.6M — down 63% from $44.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JANT positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 11 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $1.39M. The largest seller was Jane Street, exiting entirely with an estimated $20.6M sold.

  • 27 institutional investors held AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) as of Q3 2023, up from 23 in Q2 2023.
  • Funds reported $16.6M of AllianzIM U.S. Equity Buffer10 Jan ETF stock for Q3 2023, down 63% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer10 Jan ETF positions in Q3 2023 and 3 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF buyer in Q3 2023 was Wealthquest, an estimated $1.39M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF seller in Q3 2023 was Jane Street, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2023.