AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
57 hedge funds and large institutions have $145M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 33 reducing their positions, and 6 closing their positions.
1.72% more ownership
Funds ownership: 69.55% → 71.27% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 60 → 57 (-3)
10% less capital invested
Capital invested by funds: $161M → $145M (-$15.5M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
70% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$7.33M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$251K |
| 3 |
JP Morgan Chase
New York
|
+$222K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$184K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$6.65M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
-$5.81M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.16M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.16M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $36K | -$176K | -5,409 | -83% |
|
|
FFA
52
Farther Finance Advisors
San Francisco,
California
| $26.1K | +$25.7K | +791 | New |
|
|
SPIA
53
Steward Partners Investment Advisory
New York
| $23.3K | – | – | – |
|
54
UBS Group
Zurich,
Switzerland
| $19K | -$39.4K | -1,211 | -68% |
|
55
Jones Financial Companies
Des Peres,
Missouri
| $16.9K | +$16.7K | +514 | New |
|
|
AWM
56
Aspire Wealth Management
Waltham,
Massachusetts
| $10.3K | +$10.2K | +313 | New |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
AWM
58
Axxcess Wealth Management
Carlsbad,
California
| – | -$6.65M | -206,509 | Closed |
|
|
RA
59
RFG Advisory
Birmingham,
Alabama
| – | -$2.16M | -67,048 | Closed |
|
60
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$895K | -27,782 | Closed |
|
|
FA
61
FSA Advisors
Troy,
Michigan
| – | -$485K | -15,413 | Closed |
|
|
SRA
62
Secured Retirement Advisors
St Louis Park,
Minnesota
| – | -$398K | -12,345 | Closed |
|
|
GLR
63
Great Lakes Retirement
Sandusky,
Ohio
| – | -$12K | -373 | Closed |
|
JANW Hedge Fund Activity: Q3 2024 in Review
57 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q3 2024, worth a combined $145M — down 9.6% from $161M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JANW and 4 opened new positions — a net loss of 2 holders — while 33 trimmed existing stakes and 10 added.
The largest buyer was Gladstone Institutional Advisory, adding an estimated $7.33M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $6.65M sold.
- 57 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q3 2024, down from 60 in Q2 2024.
- Funds reported $145M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q3 2024, down 9.6% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q3 2024 and 6 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q3 2024 was Gladstone Institutional Advisory, an estimated $7.33M added.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q3 2024 was Axxcess Wealth Management, an estimated $6.65M sold.
Based on aggregated 13F filings for Q3 2024.