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AllianzIM U.S. Equity Buffer20 Jan ETF

60 hedge funds and large institutions have $161M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

9% more funds holding

Funds holding: 5560 (+5)

2.75% more ownership

Funds ownership: 66.81%69.55% (+2.7%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

41% less capital invested

Capital invested by funds: $272M → $161M (-$111M)

65% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 26

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
9
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1M +$108K +3,401 +12%
ETIA
27
Epic Trust Investment Advisors
Washington
$982K -$23.7K -751 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$895K +$878K +27,782 New
KWM
29
Kingsview Wealth Management
Oregon
$805K -$5.25K -166 -0.7%
BBPWM
30
Blue Bell Private Wealth Management
Pennsylvania
$763K -$22.6K -714 -3%
PA
31
PFG Advisors
Arizona
$661K
PAS
32
Park Avenue Securities
New York
$631K
SWM
33
Spire Wealth Management
Virginia
$625K -$234K -7,417 -28%
OMC
34
Old Mission Capital
Illinois
$547K +$537K +16,974 New
Jane Street
35
Jane Street
New York
$537K +$527K +16,685 New
FA
36
FSA Advisors
Michigan
$485K -$2.72K -86 -0.6%
DAS
37
Diversify Advisory Services
Utah
$465K +$454K +14,370 New
OIA
38
OneDigital Investment Advisors
Kansas
$463K +$454K +14,370 New
FFN
39
Focus Financial Network
Minnesota
$457K +$696 +22 +0.2%
Citadel Advisors
40
Citadel Advisors
Florida
$430K +$422K +13,363 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$428K -$34.8K -1,100 -8%
HI
42
Harbour Investments
Wisconsin
$415K -$131K -4,159 -24%
SRA
43
Secured Retirement Advisors
Minnesota
$398K -$33.6K -1,064 -8%
CRWM
44
Castle Rock Wealth Management
California
$349K
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$335K +$3K +95 +0.9%
IFG
46
Independent Financial Group
California
$315K
MC
47
Moors & Cabot
Massachusetts
$283K -$15.8K -500 -5%
DFA
48
DHJJ Financial Advisors
Illinois
$271K
SL
49
Sentinus LLC
Illinois
$270K +$265K +8,386 New
JP Morgan Chase
50
JP Morgan Chase
New York
$269K +$265K +8,368 New

JANW Hedge Fund Activity: Q2 2024 in Review

60 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q2 2024, worth a combined $161M — down 41% from $272M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JANW positions and 8 closed out — a net gain of 7 holders — while 9 added to existing stakes and 26 trimmed.

The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $1.96M. The largest seller was AE Wealth Management, cutting an estimated $79.9M.

  • 60 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q2 2024, up from 55 in Q1 2024.
  • Funds reported $161M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q2 2024, down 41% quarter-over-quarter.
  • 15 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q2 2024 and 8 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q2 2024 was Elevated Capital Advisors, an estimated $1.96M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q2 2024 was AE Wealth Management, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2024.