AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
50 hedge funds and large institutions have $306M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
318% more capital invested
Capital invested by funds: $73.2M → $306M (+$233M)
218.76% more ownership
Funds ownership: 73.64% → 292.4% (+219%)
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
32% more funds holding
Funds holding: 38 → 50 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$153M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
+$22.7M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$13.1M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$6.13M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.74M |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
-$503K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$403K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$297K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$403K | -13,992 | Closed |
|
|
OMC
52
Old Mission Capital
Chicago,
Illinois
| – | -$297K | -10,298 | Closed |
|
53
UBS Group
Zurich,
Switzerland
| – | -$63.2K | -2,194 | Closed |
|
JANW Hedge Fund Activity: Q4 2023 in Review
50 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q4 2023, worth a combined $306M — up 318% from $73.2M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JANW positions and 3 closed out — a net gain of 12 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $153M. The largest seller was Osaic Holdings, cutting an estimated $1.74M.
- 50 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q4 2023, up from 38 in Q3 2023.
- Funds reported $306M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q4 2023, up 318% quarter-over-quarter.
- 15 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q4 2023 and 3 closed out, a net change of +12 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q4 2023 was AE Wealth Management, an estimated $153M added.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q4 2023 was Osaic Holdings, an estimated $1.74M sold.
Based on aggregated 13F filings for Q4 2023.