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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
AWM
1
AE Wealth Management
Kansas
$66.7M +$65.1M +1,826,750 +8,010%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.32M +$263K +7,392 +4%
GIA
3
Gladstone Institutional Advisory
Florida
$5.28M -$983K -27,591 -16%
FWM
4
FSR Wealth Management
Illinois
$4.62M +$4.56M +128,165 New
Osaic Holdings
5
Osaic Holdings
Arizona
$3.86M -$213K -5,984 -5%
SW
6
SMART Wealth
Nebraska
$3.66M +$3.61M +101,394 New
FI
7
FWG Investments
Kentucky
$2.72M +$2.69M +75,480 New
RA
8
RFG Advisory
Alabama
$1.49M -$59.6K -1,674 -4%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.39M +$108K +3,036 +9%
Q1WB
10
Quest 10 Wealth Builders
Virginia
$1.02M +$1.01M +28,245 New
AWS
11
Atria Wealth Solutions
New York
$1M -$69.2K -1,943 -7%
CF
12
Centaurus Financial
California
$922K -$47K -1,321 -5%
CAG
13
Csenge Advisory Group
Florida
$884K +$872K +24,494 New
Raymond James Financial
14
Raymond James Financial
Florida
$807K +$796K +22,365 New
AA
15
Armis Advisers
Georgia
$716K +$707K +19,857 New
FA
16
FSA Advisors
Michigan
$647K +$638K +17,925 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$616K -$17.2K -482 -3%
HI
18
Harbour Investments
Wisconsin
$603K +$378K +10,627 +175%
FFN
19
Focus Financial Network
Minnesota
$571K +$82.9K +2,329 +17%
KAS
20
Kestra Advisory Services
Texas
$545K -$315K -8,851 -37%
LI
21
LifeWealth Investments
Florida
$534K +$527K +14,807 New
NFG
22
Nations Financial Group
Iowa
$502K
GLR
23
Great Lakes Retirement
Ohio
$468K +$462K +12,983 New
IFG
24
Independent Financial Group
California
$456K
PIA
25
Panoramic Investment Advisors
Colorado
$421K

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.