AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
24 hedge funds and large institutions have $37M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.
24.75% more ownership
Funds ownership: 68.65% → 93.4% (+25%)
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
0% more funds holding
Funds holding: 24 → 24 (0)
4% less capital invested
Capital invested by funds: $38.5M → $37M (-$1.45M)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
+$4.12M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.76M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.71M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$10.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.48M |
| 3 |
Jane Street
New York
|
-$1.04M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$925K |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$380K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
26
WealthSource Partners
San Luis Obispo,
California
| – | -$380K | -15,510 | Closed |
|
|
RGF
27
Retirement Guys Formula
Maumee,
Ohio
| – | -$280K | -11,435 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$74K | -3,000 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$42K | -1,705 | Closed |
|
JANW Hedge Fund Activity: Q4 2022 in Review
24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q4 2022, worth a combined $37M — down 3.8% from $38.5M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JANW positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.
The largest buyer was BCGM Wealth Management, opening a new position worth an estimated $4.12M. The largest seller was Compass Advisory Group, cutting an estimated $10.9M.
- 24 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $37M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q4 2022, down 3.8% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q4 2022 and 5 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q4 2022 was BCGM Wealth Management, an estimated $4.12M added.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q4 2022 was Compass Advisory Group, an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2022.