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AllianzIM U.S. Equity Buffer10 Jan ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2835 (+7)

154.85% less ownership

Funds ownership: 230.02%75.17% (-155%)

Holders
35
Holders Change
+7
Holders Change %
+25%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$38.3M -$6.43M -201,272 -15%
KAS
2
Kestra Advisory Services
Texas
$17.8M +$5.19M +162,481 +43%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.43M +$4.92M +153,741 +372%
AWM
4
Axxcess Wealth Management
California
$6.04M +$3.99M +124,835 +214%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.82M +$4.08M +127,529 +261%
RA
6
RFG Advisory
Alabama
$5.46M +$149K +4,647 +3%
AWS
7
Atria Wealth Solutions
New York
$1.8M +$1.33M +41,559 +318%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.39M +$1.04M +32,649 +341%
FI
9
FWG Investments
Kentucky
$936K +$131K +4,086 +17%
CF
10
Centaurus Financial
California
$916K +$351K +10,971 +65%
CAN
11
Cetera Advisor Networks
California
$898K +$70.3K +2,200 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$793K +$77.7K +2,430 +11%
IFG
13
Independent Financial Group
California
$737K +$715K +22,350 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$729K +$706K +22,090 New
NFG
15
Nations Financial Group
Iowa
$715K +$10.4K +324 +2%
Citadel Advisors
16
Citadel Advisors
Florida
$452K +$438K +13,713 New
MCC
17
Money Concepts Capital
Florida
$443K -$10.7K -335 -2%
FFN
18
Focus Financial Network
Minnesota
$437K +$227K +7,093 +109%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$430K +$35.3K +1,104 +9%
Jane Street
20
Jane Street
New York
$420K +$407K +12,745 New
PIA
21
Panoramic Investment Advisors
Colorado
$385K +$59.1K +1,850 +19%
FFA
22
Farther Finance Advisors
California
$354K -$6.94K -217 -2%
BWM
23
BCGM Wealth Management
Indiana
$351K
HI
24
Harbour Investments
Wisconsin
$316K +$242K +7,578 +377%
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$301K +$84.9K +2,655 +41%

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.