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AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW

Overview Fund Activity

72 hedge funds and large institutions have $707M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
26
Increased
11
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$108M
2
AAM
2
American Asset Management
Florida
$37.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$14.6M
4
LAS
4
Lloyd Advisory Services
Georgia
$14.5M
5
FWM
5
FSR Wealth Management
Illinois
$11.1M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$398M
2
CAG
2
Compass Advisory Group
New York
$4.33M
3
SPC
3
Sigma Planning Corp
Michigan
$1.15M
4
GIA
4
Gladstone Institutional Advisory
Florida
$2.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.81M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$1.64M 48,641 +187 +0.4%
HI
27
Harbour Investments
Wisconsin
$1.63M 48,569 +36,462 +301%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.52M 45,179 -4,325 -9%
CPA
29
Clear Point Advisors
New York
$1.45M 43,065 -700 -2%
GFG
30
Grantvest Financial Group
New Jersey
$1.39M 41,225 +41,225 New
FA
31
FSA Advisors
Michigan
$1.26M 37,508 +37,508 New
LI
32
LifeWealth Investments
Florida
$1.2M 35,669 +35,669 New
SPC
33
Sigma Planning Corp
Michigan
$1.15M 34,078 -221,241 -87%
NFG
34
Nations Financial Group
Iowa
$1.11M 32,898 -1,610 -5%
CAG
35
Csenge Advisory Group
Florida
$1.02M 30,279 +30,279 New
CRWM
36
Castle Rock Wealth Management
California
$977K 28,535 +17,730 +164%
ECA
37
Elevated Capital Advisors
Utah
$977K 29,051 -3,236 -10%
LPL Financial
38
LPL Financial
California
$899K 26,732 -1,589 -6%
KFG
39
Kingdom Financial Group
Arizona
$880K 26,158 +26,158 New
LRWM
40
Lord & Richards Wealth Management
Colorado
$854K 25,392 +25,392 New
KWM
41
Kingsview Wealth Management
Oregon
$787K 23,408 -990 -4%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$707K 21,023 -2,379 -10%
JPLA
43
Joseph P. Lucia & Associates
New York
$687K 20,415 +20,415 New
PA
44
PFG Advisors
Arizona
$608K 18,080 – –
PAS
45
Park Avenue Securities
New York
$601K 17,869 +806 +5%
BFAG
46
Blackston Financial Advisory Group
Florida
$494K 14,695 +14,695 New
FFN
47
Focus Financial Network
Minnesota
$486K 14,466 +330 +2%
Jane Street
48
Jane Street
New York
$431K 12,802 -3,509 -22%
SWM
49
Spire Wealth Management
Virginia
$404K 12,005 – –
DAS
50
Diversify Advisory Services
Utah
$399K 11,920 -1,150 -9%
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