JANW icon

AllianzIM U.S. Large Cap Buffer20 Jan ETF

79 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, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.8% less ownership

Funds ownership: 72.34%71.54% (-0.8%)

51% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 37

Holders
79
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
SW
26
SMART Wealth
Nebraska
$1.97M
GI
27
Gradient Investments
Minnesota
$1.83M
LPL Financial
28
LPL Financial
California
$1.81M
JPLA
29
Joseph P. Lucia & Associates
New York
$1.75M
BI
30
Ballast Inc
Kentucky
$1.75M
SWM
31
Spire Wealth Management
Virginia
$1.6M
BFAG
32
Blackston Financial Advisory Group
Florida
$1.54M
GFG
33
Grantvest Financial Group
New Jersey
$1.5M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.49M
CAG
35
Csenge Advisory Group
Florida
$1.38M
HI
36
Harbour Investments
Wisconsin
$1.35M
CPA
37
Clear Point Advisors
New York
$1.32M
KCM
38
Kaye Capital Management
California
$1.19M
MWM
39
Modern Wealth Management
Kansas
$1.19M
SPC
40
Sigma Planning Corp
Michigan
$1.14M
CRWM
41
Castle Rock Wealth Management
California
$996K
ECA
42
Elevated Capital Advisors
Utah
$927K
NFG
43
Nations Financial Group
Iowa
$871K
CPRC
44
Consolidated Portfolio Review Corp
New York
$868K
KWM
45
Kingsview Wealth Management
Oregon
$780K
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$733K
AWA
47
Arkadios Wealth Advisors
Georgia
$723K
PSFG
48
Park Square Financial Group
Georgia
$699K
PA
49
PFG Advisors
Arizona
$614K
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$608K