AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
55 hedge funds and large institutions have $272M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
86% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 14
10% more funds holding
Funds holding: 50 → 55 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less capital invested
Capital invested by funds: $306M → $272M (-$34.3M)
225.6% less ownership
Funds ownership: 292.4% → 66.81% (-226%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.5M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$10M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$7.86M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.42M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$92M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$13.5M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$5.34M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$2.01M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$459K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
51
Pineridge Advisors
St. Charles,
Missouri
| $53K | -$4.13K | -134 | -7% |
|
52
Comerica Bank
Dallas,
Texas
| $37.9K | – | – | – |
|
53
UBS Group
Zurich,
Switzerland
| $25.2K | +$24.7K | +802 | New |
|
|
RWPA
54
Richard W. Paul & Associates
Novi,
Michigan
| $5.38K | – | – | – |
|
|
SIS
55
Sound Income Strategies
Ft Lauderdale,
Florida
| $1.85K | +$1.82K | +59 | New |
|
|
LAS
56
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$13.5M | -444,692 | Closed |
|
|
BOSSRA
57
B.O.S.S. Retirement Advisors
Lehi,
Utah
| – | -$5.34M | -176,124 | Closed |
|
|
58
Citadel Advisors
Miami,
Florida
| – | -$459K | -15,153 | Closed |
|
|
GS
59
GTS Securities
New York
| – | -$225K | -7,435 | Closed |
|
|
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$47.1K | -1,553 | Closed |
|
|
AF
61
Advisornet Financial
Minnetonka,
Minnesota
| – | -$30.3K | -1,000 | Closed |
|
JANW Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q1 2024, worth a combined $272M — down 11% from $306M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JANW positions and 6 closed out — a net gain of 6 holders — while 26 added to existing stakes and 14 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $11.5M. The largest seller was AE Wealth Management, cutting an estimated $92M.
- 55 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q1 2024, up from 50 in Q4 2023.
- Funds reported $272M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q1 2024, down 11% quarter-over-quarter.
- 12 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q1 2024 and 6 closed out, a net change of +6 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q1 2024 was Osaic Holdings, an estimated $11.5M added.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q1 2024 was AE Wealth Management, an estimated $92M sold.
Based on aggregated 13F filings for Q1 2024.