AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
74 hedge funds and large institutions have $709M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 7 closing their positions.
388% more capital invested
Capital invested by funds: $145M → $709M (+$564M)
286% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 7
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
116.73% more ownership
Funds ownership: 71.27% → 188% (+117%)
30% more funds holding
Funds holding: 57 → 74 (+17)
58% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$106M |
| 2 |
AAM
American Asset Management
Boca Raton,
Florida
|
+$34.5M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$14.4M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$10.1M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$6.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Compass Advisory Group
Melville,
New York
|
-$19.7M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$7.37M |
| 3 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$7.17M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.77M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
76
Old Mission Capital
Chicago,
Illinois
| – | -$814K | -24,710 | Closed |
|
|
OIA
77
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$473K | -14,370 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$276K | -8,366 | Closed |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| – | -$26.1K | -791 | Closed |
|
80
UBS Group
Zurich,
Switzerland
| – | -$19K | -576 | Closed |
|
81
Jones Financial Companies
Des Peres,
Missouri
| – | -$16.9K | -514 | Closed |
|
JANW Hedge Fund Activity: Q4 2024 in Review
74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q4 2024, worth a combined $709M — up 388% from $145M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new JANW positions and 7 closed out — a net gain of 20 holders — while 11 added to existing stakes and 26 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $106M. The largest seller was Compass Advisory Group, cutting an estimated $19.7M.
- 74 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q4 2024, up from 57 in Q3 2024.
- Funds reported $709M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q4 2024, up 388% quarter-over-quarter.
- 27 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q4 2024 and 7 closed out, a net change of +20 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q4 2024 was AE Wealth Management, an estimated $106M added.
- The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q4 2024 was Compass Advisory Group, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2024.