JANW icon

AllianzIM U.S. Large Cap Buffer20 Jan ETF

64 hedge funds and large institutions have $201M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

85% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 40

Holders
64
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
American Asset Management
Florida
$40.9M
AWM
2
AE Wealth Management
Kansas
$35.8M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19M
Raymond James Financial
4
Raymond James Financial
Florida
$13.9M
Osaic Holdings
5
Osaic Holdings
Arizona
$10.8M
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.59M
KAS
7
Kestra Advisory Services
Texas
$6.75M
LPL Financial
8
LPL Financial
California
$6.05M
FWM
9
FSR Wealth Management
Illinois
$5.56M
BWM
10
BCGM Wealth Management
Indiana
$4.5M
OWA
11
Outlook Wealth Advisors
Texas
$4.44M
CAG
12
Compass Advisory Group
New York
$4.38M
LIWM
13
Long Island Wealth Management
New York
$3.53M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.38M
CF
15
Centaurus Financial
California
$2.35M
GI
16
Gradient Investments
Minnesota
$1.89M
JPLA
17
Joseph P. Lucia & Associates
New York
$1.68M
GFG
18
Grantvest Financial Group
New Jersey
$1.52M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.48M
SWM
20
Spire Wealth Management
Virginia
$1.47M
SAW
21
Signal Advisors Wealth
Michigan
$1.35M
CPA
22
Clear Point Advisors
New York
$1.35M
HI
23
Harbour Investments
Wisconsin
$1.3M
MWM
24
Modern Wealth Management
Kansas
$1.25M
SPC
25
Sigma Planning Corp
Michigan
$1.16M