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AllianzIM U.S. Large Cap Buffer20 Jan ETF

72 hedge funds and large institutions have $707M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
26
Increased
11
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$391K 11,626 +1,252 +12%
W
52
Wealthquest
Ohio
$350K 10,410
SL
53
Sentinus LLC
Illinois
$282K 8,386 -334 -4%
DFA
54
DHJJ Financial Advisors
Illinois
$247K 7,358 -790 -10%
MC
55
Moors & Cabot
Massachusetts
$222K 6,600 -1,700 -20%
WFS
56
WealthGarden F.S.
California
$218K 6,472 -1,701 -21%
Q1WB
57
Quest 10 Wealth Builders
Virginia
$215K 6,404 +6,404 New
RAG
58
RIA Advisory Group
Iowa
$202K 6,017 +6,017 New
CAWM
59
Capital A Wealth Management
Pennsylvania
$141K 4,194 +4,194 New
CFD
60
Creative Financial Designs
Indiana
$139K 4,139
T
61
Transce3nd
Texas
$138K 4,099 +4,099 New
Comerica Bank
62
Comerica Bank
Texas
$71.9K 2,138
CAS
63
Coppell Advisory Solutions
Texas
$64.4K 1,916 -7 -0.4%
PSFG
64
Park Square Financial Group
Georgia
$42.7K 1,271 +1,271 New
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$37K 1,100
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$33.4K 992 -14,203 -93%
PA
67
Pineridge Advisors
Missouri
$31.7K 943 +943 New
SPIA
68
Steward Partners Investment Advisory
New York
$23.7K 706
DRP
69
Decker Retirement Planning
Utah
$18.7K 556 +556 New
RWPA
70
Richard W. Paul & Associates
Michigan
$6.26K 186 +186 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$2K 56
NS
72
NBC Securities
Alabama
$195 5 -5,794 -100%
MML Investors Services
73
MML Investors Services
Massachusetts
-75,529 Closed
OMC
74
Old Mission Capital
Illinois
-24,710 Closed
OIA
75
OneDigital Investment Advisors
Kansas
-14,370 Closed