JANW icon

AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW

Overview Fund Activity

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
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$31.1M
2
AWM
2
AE Wealth Management
Kansas
$118M
3
GI
3
Gradient Investments
Minnesota
$1.83M
4
LIWM
4
Long Island Wealth Management
New York
$3.46M
5
BI
5
Ballast Inc
Kentucky
$1.75M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.06M
2
AWA
2
Authentikos Wealth Advisory
California
$0
3
KCM
3
Kaye Capital Management
California
$1.19M
4
CF
4
Centaurus Financial
California
$2.46M
5
LRWM
5
Lord & Richards Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
26
SMART Wealth
Nebraska
$1.97M 56,252 +2,482 +5%
GI
27
Gradient Investments
Minnesota
$1.83M 52,357 +52,357 New
LPL Financial
28
LPL Financial
California
$1.81M 51,731 +23,770 +85%
JPLA
29
Joseph P. Lucia & Associates
New York
$1.75M 50,140 -220 -0.4%
BI
30
Ballast Inc
Kentucky
$1.75M 50,140 +50,140 New
SWM
31
Spire Wealth Management
Virginia
$1.6M 45,700 -3,764 -8%
BFAG
32
Blackston Financial Advisory Group
Florida
$1.54M 44,173 +15,499 +54%
GFG
33
Grantvest Financial Group
New Jersey
$1.5M 42,937 -1,191 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.49M 42,628 -4,960 -10%
CAG
35
Csenge Advisory Group
Florida
$1.38M 40,472 +7,033 +21%
HI
36
Harbour Investments
Wisconsin
$1.35M 38,747 -5 -0%
CPA
37
Clear Point Advisors
New York
$1.32M 37,806 – –
KCM
38
Kaye Capital Management
California
$1.19M 34,191 -41,563 -55%
MWM
39
Modern Wealth Management
Kansas
$1.19M 34,191 +34,191 New
SPC
40
Sigma Planning Corp
Michigan
$1.14M 32,585 -335 -1%
CRWM
41
Castle Rock Wealth Management
California
$996K 28,212 – –
ECA
42
Elevated Capital Advisors
Utah
$927K 27,915 – –
NFG
43
Nations Financial Group
Iowa
$871K 24,928 -594 -2%
CPRC
44
Consolidated Portfolio Review Corp
New York
$868K 24,861 +24,861 New
KWM
45
Kingsview Wealth Management
Oregon
$780K 22,320 -332 -1%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$733K 20,996 – –
AWA
47
Arkadios Wealth Advisors
Georgia
$723K 20,686 +20,686 New
PSFG
48
Park Square Financial Group
Georgia
$699K 20,017 +14,580 +268%
PA
49
PFG Advisors
Arizona
$614K 17,565 -436 -2%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$608K 17,411 -52 -0.3%
1
2
3 4