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AllianzIM U.S. Equity Buffer10 Jan ETF

49 hedge funds and large institutions have $123M invested in AllianzIM U.S. Equity Buffer10 Jan ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $111M → $123M (+$12.7M)

0% more funds holding

Funds holding: 4949 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

172.81% less ownership

Funds ownership: 255.85%83.04% (-173%)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
17
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$64.9M -$82.1K -2,267 -0.1%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.9M +$9.37M +258,932 +242%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.76M +$619K +17,109 +10%
FWM
4
FSR Wealth Management
Illinois
$4.44M -$62.4K -1,724 -1%
SW
5
SMART Wealth
Nebraska
$4.3M +$763K +21,076 +21%
RA
6
RFG Advisory
Alabama
$3.88M +$2.5M +69,095 +167%
FI
7
FWG Investments
Kentucky
$3.31M +$675K +18,644 +25%
KCM
8
Kaye Capital Management
California
$2.61M +$2.68M +74,137 New
GIA
9
Gladstone Institutional Advisory
Florida
$2.38M -$2.84M -78,583 -54%
CF
10
Centaurus Financial
California
$1.88M +$1.01M +27,825 +109%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.72M +$378K +10,436 +27%
LI
12
LifeWealth Investments
Florida
$1.42M +$925K +25,562 +173%
Q1WB
13
Quest 10 Wealth Builders
Virginia
$1.02M +$32.9K +909 +3%
CAG
14
Csenge Advisory Group
Florida
$941K +$124K +3,424 +14%
Raymond James Financial
15
Raymond James Financial
Florida
$922K +$140K +3,871 +17%
FA
16
FSA Advisors
Michigan
$868K +$245K +6,773 +38%
AWS
17
Atria Wealth Solutions
New York
$793K -$188K -5,194 -19%
AA
18
Armis Advisers
Georgia
$698K
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$698K +$100K +2,775 +16%
OMC
20
Old Mission Capital
Illinois
$610K +$628K +17,357 New
FFN
21
Focus Financial Network
Minnesota
$551K -$5.5K -152 -1%
GLR
22
Great Lakes Retirement
Ohio
$449K -$7.24K -200 -2%
KAS
23
Kestra Advisory Services
Texas
$436K -$97.6K -2,695 -18%
PIA
24
Panoramic Investment Advisors
Colorado
$426K +$16.3K +450 +4%
NFG
25
Nations Financial Group
Iowa
$418K -$73.7K -2,036 -15%

JANT Hedge Fund Activity: Q1 2025 in Review

49 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) for Q1 2025, worth a combined $123M — up 11% from $111M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JANT positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $9.37M. The largest seller was Gladstone Institutional Advisory, cutting an estimated $2.84M.

  • 49 institutional investors held AllianzIM U.S. Equity Buffer10 Jan ETF (JANT) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $123M of AllianzIM U.S. Equity Buffer10 Jan ETF stock for Q1 2025, up 11% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer10 Jan ETF positions in Q1 2025 and 5 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF buyer in Q1 2025 was Osaic Holdings, an estimated $9.37M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jan ETF seller in Q1 2025 was Gladstone Institutional Advisory, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2025.