JANW icon

AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW

Overview Fund Activity

33 hedge funds and large institutions have $54.9M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.21M
2
CAN
Cetera Advisor Networks
California
+$3.17M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.06M
4
CF
Centaurus Financial
California
+$2.3M
5
AWS
Atria Wealth Solutions
New York
+$2.15M

Top Sellers

1
IA
IFP Advisors
Florida
-$1.16M
2
ETIA
Epic Trust Investment Advisors
Washington
-$641K
3
CAG
Compass Advisory Group
New York
-$268K
4
BWM
BCGM Wealth Management
Indiana
-$248K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
26
DHJJ Financial Advisors
Illinois
$253K -$22.9K -830 -8%
SL
27
Sentinus LLC
Illinois
$231K -$110K -3,971 -32%
ETIA
28
Epic Trust Investment Advisors
Washington
$217K -$641K -25,144 -75%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$152K +$152K +5,513 New
UBS Group
30
UBS Group
Switzerland
$84.8K +$84.8K +3,074 New
AF
31
Advisornet Financial
Minnesota
$27.6K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$9.78K +$5.89K +213,355 +151%
AAS
33
Ameritas Advisory Services
Nebraska
$2.36K +$2.36K +85 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
– -$201K -7,585 Closed
1
2