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AllianzIM U.S. Large Cap Buffer20 Jan ETF

76 hedge funds and large institutions have $332M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
34
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPLA
26
Joseph P. Lucia & Associates
New York
$1.67M +$994K +29,945 +147%
SWM
27
Spire Wealth Management
Virginia
$1.64M +$1.24M +37,459 +312%
FA
28
FSA Advisors
Michigan
$1.64M +$395K +11,905 +32%
LIWM
29
Long Island Wealth Management
New York
$1.62M -$227K -6,838 -12%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.58M +$80K +2,409 +5%
GFG
31
Grantvest Financial Group
New Jersey
$1.47M +$96.4K +2,903 +7%
HI
32
Harbour Investments
Wisconsin
$1.29M -$326K -9,817 -20%
CPA
33
Clear Point Advisors
New York
$1.26M -$175K -5,259 -12%
SPC
34
Sigma Planning Corp
Michigan
$1.09M -$38.5K -1,158 -3%
CAG
35
Csenge Advisory Group
Florida
$1.08M +$102K +3,160 +10%
LRWM
36
Lord & Richards Wealth Management
Colorado
$984K +$141K +4,237 +17%
BFAG
37
Blackston Financial Advisory Group
Florida
$952K +$464K +13,979 +95%
VCM
38
Virtue Capital Management
Tennessee
$949K +$949K +28,591 New
CRWM
39
Castle Rock Wealth Management
California
$937K -$10.7K -323 -1%
LPL Financial
40
LPL Financial
California
$929K +$40.8K +1,229 +5%
ECA
41
Elevated Capital Advisors
Utah
$927K -$37.7K -1,136 -4%
NFG
42
Nations Financial Group
Iowa
$848K -$245K -7,376 -22%
KFG
43
Kingdom Financial Group
Arizona
$846K -$22.6K -680 -3%
Jane Street
44
Jane Street
New York
$779K +$353K +10,643 +83%
KWM
45
Kingsview Wealth Management
Oregon
$752K -$25.1K -756 -3%
SG
46
StoneX Group
New York
$730K +$730K +21,970 New
BBPWM
47
Blue Bell Private Wealth Management
Pennsylvania
$697K -$897 -27 -0.1%
SB
48
Strategic Blueprint
Georgia
$688K -$6.37M -191,905 -90%
PA
49
PFG Advisors
Arizona
$598K -$2.62K -79 -0.4%
PAS
50
Park Avenue Securities
New York
$593K