JANT icon

AllianzIM U.S. Large Cap Buffer10 Jan ETF

50 hedge funds and large institutions have $134M invested in AllianzIM U.S. Large Cap Buffer10 Jan ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
13
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$68.9M -$874K -23,121 -1%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.4M +$9.14M +241,852 +126%
FWM
3
FSR Wealth Management
Illinois
$4.9M +$125K +3,303 +3%
SW
4
SMART Wealth
Nebraska
$4.42M -$210K -5,563 -5%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.02M -$9.21M -254,689 -70%
RA
6
RFG Advisory
Alabama
$4.01M -$167K -4,423 -4%
FI
7
FWG Investments
Kentucky
$4M +$446K +11,805 +13%
KCM
8
Kaye Capital Management
California
$2.65M -$149K -3,940 -5%
MWM
9
Modern Wealth Management
Kansas
$2.65M +$2.65M +70,197 New
GI
10
Gradient Investments
Minnesota
$2.33M +$2.33M +61,544 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$1.89M +$1.88M +49,788 +42,921%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.87M +$17K +450 +0.9%
OMC
13
Old Mission Capital
Illinois
$1.2M +$549K +14,521 +84%
FA
14
FSA Advisors
Michigan
$1.2M +$262K +6,935 +28%
CAG
15
Csenge Advisory Group
Florida
$1.02M +$1.61K +44 +0.2%
Raymond James Financial
16
Raymond James Financial
Florida
$991K
AWS
17
Atria Wealth Solutions
New York
$826K -$26.2K -693 -3%
AA
18
Armis Advisers
Georgia
$750K
LI
19
LifeWealth Investments
Florida
$698K -$59.1K -1,565 -8%
KAS
20
Kestra Advisory Services
Texas
$632K +$163K +4,325 +35%
FFN
21
Focus Financial Network
Minnesota
$588K -$4.38K -116 -0.7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$539K -$211K -5,577 -28%
LPL Financial
23
LPL Financial
California
$525K +$525K +13,897 New
CF
24
Centaurus Financial
California
$517K -$1.5M -39,687 -74%
NFG
25
Nations Financial Group
Iowa
$496K +$46.9K +1,242 +10%