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AllianzIM U.S. Large Cap Buffer20 Jan ETF

78 hedge funds and large institutions have $351M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
18
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SW
26
SMART Wealth
Nebraska
$1.97M +$86.7K +2,482 +5%
GI
27
Gradient Investments
Minnesota
$1.83M +$1.83M +52,357 New
LPL Financial
28
LPL Financial
California
$1.81M +$830K +23,770 +85%
JPLA
29
Joseph P. Lucia & Associates
New York
$1.75M -$7.69K -220 -0.4%
BI
30
Ballast Inc
Kentucky
$1.75M +$1.75M +50,140 New
SWM
31
Spire Wealth Management
Virginia
$1.6M -$131K -3,764 -8%
BFAG
32
Blackston Financial Advisory Group
Florida
$1.54M +$541K +15,499 +54%
GFG
33
Grantvest Financial Group
New Jersey
$1.5M -$41.6K -1,191 -3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.49M -$173K -4,960 -10%
CAG
35
Csenge Advisory Group
Florida
$1.38M +$240K +7,033 +21%
HI
36
Harbour Investments
Wisconsin
$1.35M -$175 -5 -0%
CPA
37
Clear Point Advisors
New York
$1.32M
KCM
38
Kaye Capital Management
California
$1.19M -$1.45M -41,563 -55%
MWM
39
Modern Wealth Management
Kansas
$1.19M +$1.19M +34,191 New
SPC
40
Sigma Planning Corp
Michigan
$1.14M -$11.7K -335 -1%
CRWM
41
Castle Rock Wealth Management
California
$996K
ECA
42
Elevated Capital Advisors
Utah
$927K
NFG
43
Nations Financial Group
Iowa
$871K -$20.8K -594 -2%
CPRC
44
Consolidated Portfolio Review Corp
New York
$868K +$868K +24,861 New
KWM
45
Kingsview Wealth Management
Oregon
$780K -$11.6K -332 -1%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$733K
AWA
47
Arkadios Wealth Advisors
Georgia
$723K +$723K +20,686 New
PSFG
48
Park Square Financial Group
Georgia
$699K +$509K +14,580 +268%
PA
49
PFG Advisors
Arizona
$614K -$15.2K -436 -2%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$608K -$1.82K -52 -0.3%