AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
38 hedge funds and large institutions have $73.2M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
15% more funds holding
Funds holding: 33 → 38 (+5)
7% more capital invested
Capital invested by funds: $68.2M → $73.2M (+$5.05M)
4.73% more ownership
Funds ownership: 68.91% → 73.64% (+4.7%)
77% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.17M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$7.07M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$659K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$461K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.94M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.26M |
| 3 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$869K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$773K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$613K |
JANW Hedge Fund Activity: Q3 2023 in Review
38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q3 2023, worth a combined $73.2M — up 7.4% from $68.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JANW positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 22 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.17M. The largest seller was RFG Advisory, exiting entirely with an estimated $3.94M sold.
- 38 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $73.2M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q3 2023, up 7.4% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q3 2023 and 3 closed out, a net change of +6 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q3 2023 was AE Wealth Management, an estimated $7.17M added.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q3 2023 was RFG Advisory, an estimated $3.94M sold.
Based on aggregated 13F filings for Q3 2023.