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AllianzIM U.S. Equity Buffer20 Jan ETF
JANW

74 hedge funds and large institutions have $709M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more capital invested

Capital invested by funds: $145M → $709M (+$564M)

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

116.73% more ownership

Funds ownership: 71.27% → 188% (+117%)

30% more funds holding

Funds holding: 57 → 74 (+17)

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

Holders
74
Holders Change
+17
Holders Change %
+29.82%
% of All Funds
0.97%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
27
Increased
11
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$106M
2
AAM
American Asset Management
Florida
+$34.5M
3
LAS
Lloyd Advisory Services
Georgia
+$14.4M
4
OWA
Outlook Wealth Advisors
Texas
+$10.1M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
CAG
Compass Advisory Group
New York
-$19.7M
2
SPC
Sigma Planning Corp
Michigan
-$7.37M
3
GIA
Gladstone Institutional Advisory
Florida
-$7.17M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.77M
5
MML Investors Services
MML Investors Services
Massachusetts
-$2.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$1.64M +$6.23K +187 +0.4%
HI
27
Harbour Investments
Wisconsin
$1.63M +$1.21M +36,462 +301%
MFN
28
Midwest Financial Network
Illinois
$1.61M +$1.59M +47,868 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.52M -$144K -4,325 -9%
CPA
30
Clear Point Advisors
New York
$1.45M -$23.3K -700 -2%
GFG
31
Grantvest Financial Group
New Jersey
$1.39M +$1.37M +41,225 New
FA
32
FSA Advisors
Michigan
$1.26M +$1.25M +37,508 New
LI
33
LifeWealth Investments
Florida
$1.2M +$1.19M +35,669 New
SPC
34
Sigma Planning Corp
Michigan
$1.15M -$7.37M -221,241 -87%
NFG
35
Nations Financial Group
Iowa
$1.11M -$53.6K -1,610 -5%
CAG
36
Csenge Advisory Group
Florida
$1.02M +$1.01M +30,279 New
CRWM
37
Castle Rock Wealth Management
California
$977K +$590K +17,730 +164%
ECA
38
Elevated Capital Advisors
Utah
$977K -$108K -3,236 -10%
LPL Financial
39
LPL Financial
California
$899K -$52.9K -1,589 -6%
KFG
40
Kingdom Financial Group
Arizona
$880K +$871K +26,158 New
LRWM
41
Lord & Richards Wealth Management
Colorado
$854K +$846K +25,392 New
KWM
42
Kingsview Wealth Management
Oregon
$787K -$33K -990 -4%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$707K -$79.2K -2,379 -10%
JPLA
44
Joseph P. Lucia & Associates
New York
$687K +$680K +20,415 New
PA
45
PFG Advisors
Arizona
$608K – – –
PAS
46
Park Avenue Securities
New York
$601K +$26.8K +806 +5%
BFAG
47
Blackston Financial Advisory Group
Florida
$494K +$489K +14,695 New
FFN
48
Focus Financial Network
Minnesota
$486K +$11K +330 +2%
Jane Street
49
Jane Street
New York
$431K -$117K -3,509 -22%
SWM
50
Spire Wealth Management
Virginia
$404K – – –
1
2
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JANW Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q4 2024, worth a combined $709M — up 388% from $145M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JANW positions and 7 closed out — a net gain of 20 holders — while 11 added to existing stakes and 26 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $106M. The largest seller was Compass Advisory Group, cutting an estimated $19.7M.

  • 74 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q4 2024, up from 57 in Q3 2024.
  • Funds reported $709M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q4 2024, up 388% quarter-over-quarter.
  • 27 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q4 2024 and 7 closed out, a net change of +20 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q4 2024 was AE Wealth Management, an estimated $106M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q4 2024 was Compass Advisory Group, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.