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AllianzIM U.S. Equity Buffer20 Jan ETF
JANW

13 hedge funds and large institutions have $97.8M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

63% more funds holding

Funds holding: 8 → 13 (+5)

35% more capital invested

Capital invested by funds: $72.6M → $97.8M (+$25.3M)

4.24% less ownership

Funds ownership: 125.6% → 121.35% (-4.2%)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$11M
2
CAG
Compass Advisory Group
New York
+$10.9M
3
WP
WealthSource Partners
California
+$1.3M
4
IA
IFP Advisors
Florida
+$1.03M
5
KAS
Kestra Advisory Services
Texas
+$324K

Top Sellers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
-$530K
2
T
TRUADVICE
Florida
-$529K
3
Jane Street
Jane Street
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$65.1M +$11M +415,309 +20%
LAS
2
Lloyd Advisory Services
Georgia
$16.8M +$34.7K +1,308 +0.2%
CAG
3
Compass Advisory Group
New York
$11M +$10.9M +412,449 New
WP
4
WealthSource Partners
California
$1.31M +$1.3M +49,160 New
IA
5
IFP Advisors
Florida
$1.03M +$1.03M +38,844 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$900K +$295K +11,138 +49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$520K +$134K +5,070 +35%
KAS
8
Kestra Advisory Services
Texas
$325K +$324K +12,222 New
RGF
9
Retirement Guys Formula
Ohio
$304K +$303K +11,435 New
AIMU
10
Allianz Investment Management US
Minnesota
$266K -$530K -20,000 -67%
HI
11
Harbour Investments
Wisconsin
$231K +$230K +8,680 New
UBS Group
12
UBS Group
Switzerland
$27K +$238 +9 +0.9%
APA
13
American Portfolios Advisors
New York
$7.05K +$7.02K +265 New
T
14
TRUADVICE
Florida
– -$529K -19,920 Closed
Jane Street
15
Jane Street
New York
– -$318K -12,110 Closed

JANW Hedge Fund Activity: Q4 2021 in Review

13 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q4 2021, worth a combined $97.8M — up 35% from $72.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JANW positions and 2 closed out — a net gain of 5 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $11M. The largest seller was Allianz Investment Management US, cutting an estimated $530K.

  • 13 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q4 2021, up from 8 in Q3 2021.
  • Funds reported $97.8M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q4 2021, up 35% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q4 2021 and 2 closed out, a net change of +5 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q4 2021 was AE Wealth Management, an estimated $11M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q4 2021 was Allianz Investment Management US, an estimated $530K sold.

Based on aggregated 13F filings for Q4 2021.