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AllianzIM U.S. Large Cap Buffer20 Jan ETF

76 hedge funds and large institutions have $332M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
34
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$580K +$194K +5,837 +50%
FFN
52
Focus Financial Network
Minnesota
$507K +$26.7K +803 +6%
SAW
53
Signal Advisors Wealth
Michigan
$414K +$414K +12,473 New
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$393K
Q1WB
55
Quest 10 Wealth Builders
Virginia
$390K +$177K +5,326 +83%
W
56
Wealthquest
Ohio
$325K -$20.9K -630 -6%
DAS
57
Diversify Advisory Services
Utah
$282K -$113K -3,400 -29%
MC
58
Moors & Cabot
Massachusetts
$279K +$59.8K +1,800 +27%
SL
59
Sentinus LLC
Illinois
$278K
Susquehanna International Group
60
Susquehanna International Group
Pennsylvania
$264K +$264K +7,955 New
DFA
61
DHJJ Financial Advisors
Illinois
$210K -$34.5K -1,040 -14%
NS
62
NBC Securities
Alabama
$192K +$192K +5,794 +115,880%
PSFG
63
Park Square Financial Group
Georgia
$181K +$138K +4,166 +328%
CFD
64
Creative Financial Designs
Indiana
$157K +$19.3K +582 +14%
FFA
65
Farther Finance Advisors
California
$137K +$137K +4,130 New
T
66
Transce3nd
Texas
$136K -$531 -16 -0.4%
AIMU
67
Allianz Investment Management US
Minnesota
$81.5K +$81.5K +2,500 New
Comerica Bank
68
Comerica Bank
Texas
$71K
CAWM
69
Capital A Wealth Management
Pennsylvania
$47.1K -$92.2K -2,775 -66%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$37K
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$33K
PA
72
Pineridge Advisors
Missouri
$31.8K +$465 +14 +1%
SPIA
73
Steward Partners Investment Advisory
New York
$23.4K
DRP
74
Decker Retirement Planning
Utah
$18.5K
RWPA
75
Richard W. Paul & Associates
Michigan
$6.18K