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AllianzIM U.S. Large Cap Buffer20 Jan ETF

78 hedge funds and large institutions have $351M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 5 closing their positions.

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
18
Reduced
36
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$118M 3,391,619 +71,336 +2%
AAM
2
American Asset Management
Florida
$40.1M 1,148,422 -18,979 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.1M 889,678 +365,485 +70%
LAS
4
Lloyd Advisory Services
Georgia
$14.2M 405,740 -16,495 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$13.3M 379,614 +12,664 +3%
FWM
6
FSR Wealth Management
Illinois
$12M 344,118 -656 -0.2%
OWA
7
Outlook Wealth Advisors
Texas
$10.2M 292,275 -3,003 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$9.5M 271,903 +15,786 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.06M 268,998 -406,871 -60%
KAS
10
Kestra Advisory Services
Texas
$7.05M 201,676 -6,381 -3%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$6.98M 199,928 +1,353 +0.7%
BWM
12
BCGM Wealth Management
Indiana
$4.4M 125,925 -186 -0.1%
CAG
13
Compass Advisory Group
New York
$4.28M 122,585 -5,781 -5%
GM
14
GeoWealth Management
Illinois
$3.68M 105,478 +15,349 +17%
AWS
15
Atria Wealth Solutions
New York
$3.54M 101,302 -3,254 -3%
LIWM
16
Long Island Wealth Management
New York
$3.46M 99,052 +50,247 +103%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.35M 96,014 -17,542 -15%
HBS
18
Howard Bailey Securities
Indiana
$3.32M 95,053 -1,751 -2%
TAP
19
Tounjian Advisory Partners
Florida
$2.82M 85,030 -1,086 -1%
GLR
20
Great Lakes Retirement
Ohio
$2.6M 74,445 -6,704 -8%
LI
21
LifeWealth Investments
Florida
$2.46M 70,316 +5,729 +9%
CF
22
Centaurus Financial
California
$2.46M 70,297 -39,065 -36%
FA
23
FSA Advisors
Michigan
$2.19M 62,588 +13,175 +27%
IA
24
IFP Advisors
Florida
$2.09M 59,833 -506 -0.8%
SAW
25
Signal Advisors Wealth
Michigan
$2.04M 58,502 +46,029 +369%