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AllianzIM U.S. Large Cap Buffer20 Jan ETF

54 hedge funds and large institutions have $271M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
26
Authentikos Wealth Advisory
California
$1.83M -$31.9K -1,016 -2%
CPA
27
Clear Point Advisors
New York
$1.38M +$67.4K +2,144 +5%
NFG
28
Nations Financial Group
Iowa
$1.14M -$347K -11,037 -23%
ETIA
29
Epic Trust Investment Advisors
Washington
$982K +$18.9K +600 +2%
LPL Financial
30
LPL Financial
California
$874K +$351K +11,181 +67%
SWM
31
Spire Wealth Management
Virginia
$843K -$126 -4 -0%
KWM
32
Kingsview Wealth Management
Oregon
$791K +$791K +25,162 New
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$767K -$10.9K -347 -1%
PA
34
PFG Advisors
Arizona
$645K +$121K +3,857 +23%
GM
35
GeoWealth Management
Illinois
$632K +$632K +20,097 New
PAS
36
Park Avenue Securities
New York
$616K +$75.7K +2,407 +14%
CAG
37
Csenge Advisory Group
Florida
$590K +$157K +4,979 +36%
HI
38
Harbour Investments
Wisconsin
$536K +$216K +6,880 +68%
FA
39
FSA Advisors
Michigan
$487K +$201K +6,379 +70%
Koshinski Asset Management
40
Koshinski Asset Management
Illinois
$450K -$200K -6,375 -31%
FFN
41
Focus Financial Network
Minnesota
$436K +$436K +14,076 New
SRA
42
Secured Retirement Advisors
Minnesota
$422K +$422K +13,409 New
CRWM
43
Castle Rock Wealth Management
California
$337K +$337K +10,805 New
KFG
44
Kingdom Financial Group
Arizona
$326K -$48.1K -1,529 -13%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$324K -$30K -955 -8%
MC
46
Moors & Cabot
Massachusetts
$292K +$292K +9,300 New
DFA
47
DHJJ Financial Advisors
Illinois
$265K -$566 -18 -0.2%
W
48
Wealthquest
Ohio
$256K -$191K -6,067 -43%
NS
49
NBC Securities
Alabama
$182K +$7.69K +245 +4%
PA
50
Pineridge Advisors
Missouri
$53K -$4.21K -134 -7%