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AllianzIM U.S. Equity Buffer20 Jan ETF
JANW

20 hedge funds and large institutions have $128M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

54% more funds holding

Funds holding: 13 → 20 (+7)

31% more capital invested

Capital invested by funds: $97.8M → $128M (+$30.3M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

19.65% less ownership

Funds ownership: 121.35% → 101.7% (-20%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
10
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$13.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5M
3
IA
IFP Advisors
Florida
+$3.25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.35M
5
CAG
Compass Advisory Group
New York
+$1.69M

Top Sellers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$77.2M +$13.2M +508,545 +21%
LAS
2
Lloyd Advisory Services
Georgia
$16.9M +$409K +15,774 +2%
CAG
3
Compass Advisory Group
New York
$12.5M +$1.69M +65,342 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.03M +$5M +192,715 New
IA
5
IFP Advisors
Florida
$4.08M +$3.25M +125,196 +322%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.25M +$2.35M +90,695 +268%
APA
7
American Portfolios Advisors
New York
$1.51M +$1.49M +57,502 +21,699%
WP
8
WealthSource Partners
California
$1.35M +$61.6K +2,376 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.02M +$509K +19,640 +101%
NFG
10
Nations Financial Group
Iowa
$975K +$968K +37,334 New
ETIA
11
Epic Trust Investment Advisors
Washington
$891K +$884K +34,095 New
KAS
12
Kestra Advisory Services
Texas
$881K +$558K +21,506 +176%
PAS
13
Park Avenue Securities
New York
$645K +$641K +24,710 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$559K +$555K +21,405 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$373K +$370K +14,267 New
OMC
16
Old Mission Capital
Illinois
$314K +$311K +12,011 New
RGF
17
Retirement Guys Formula
Ohio
$299K – – –
DFA
18
DHJJ Financial Advisors
Illinois
$211K +$209K +8,050 New
UBS Group
19
UBS Group
Switzerland
$72K +$45.8K +1,768 +176%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21K +$21.2K +818 New
AIMU
21
Allianz Investment Management US
Minnesota
– -$266K -10,000 Closed

JANW Hedge Fund Activity: Q1 2022 in Review

20 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q1 2022, worth a combined $128M — up 31% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JANW positions and 1 closed out — a net gain of 8 holders — while 10 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $13.2M. The largest seller was Allianz Investment Management US, exiting entirely with an estimated $266K sold.

  • 20 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q1 2022, up from 13 in Q4 2021.
  • Funds reported $128M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q1 2022, up 31% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q1 2022 and 1 closed out, a net change of +8 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q1 2022 was AE Wealth Management, an estimated $13.2M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q1 2022 was Allianz Investment Management US, an estimated $266K sold.

Based on aggregated 13F filings for Q1 2022.