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AllianzIM U.S. Large Cap Buffer20 Jan ETF

20 hedge funds and large institutions have $128M invested in AllianzIM U.S. Large Cap 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
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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$77.2M +$13.3M +508,545 +21%
LAS
2
Lloyd Advisory Services
Georgia
$16.9M +$412K +15,774 +2%
CAG
3
Compass Advisory Group
New York
$12.5M +$1.71M +65,342 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.03M +$5.03M +192,715 New
IA
5
IFP Advisors
Florida
$4.08M +$3.11M +125,196 +322%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.25M +$2.37M +90,695 +268%
APA
7
American Portfolios Advisors
New York
$1.51M +$1.5M +57,502 +21,699%
WP
8
WealthSource Partners
California
$1.35M +$62.1K +2,376 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.02M +$513K +19,640 +101%
NFG
10
Nations Financial Group
Iowa
$975K +$975K +37,334 New
ETIA
11
Epic Trust Investment Advisors
Washington
$891K +$891K +34,095 New
KAS
12
Kestra Advisory Services
Texas
$881K +$562K +21,506 +176%
PAS
13
Park Avenue Securities
New York
$645K +$645K +24,710 New
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$559K +$559K +21,405 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$373K +$373K +14,267 New
OMC
16
Old Mission Capital
Illinois
$314K +$314K +12,011 New
RGF
17
Retirement Guys Formula
Ohio
$299K
DFA
18
DHJJ Financial Advisors
Illinois
$211K +$211K +8,050 New
UBS Group
19
UBS Group
Switzerland
$72K +$45.9K +1,768 +176%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21K +$21K +818 New
AIMU
21
Allianz Investment Management US
Minnesota
-$266K -10,000 Closed