We are live on ! Find out more
JANW icon

AllianzIM U.S. Equity Buffer20 Jan ETF

33 hedge funds and large institutions have $54.9M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

48% more capital invested

Capital invested by funds: $37M → $54.9M (+$17.9M)

38% more funds holding

Funds holding: 2433 (+9)

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

29.76% less ownership

Funds ownership: 93.4%63.64% (-30%)

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$7.94M +$1.86M +68,658 +31%
AWM
2
AE Wealth Management
Kansas
$4.48M +$4.14M +152,717 +1,554%
CAN
3
Cetera Advisor Networks
California
$4.38M +$3.11M +114,836 +261%
BWM
4
BCGM Wealth Management
Indiana
$4.19M -$244K -8,989 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4M +$3M +110,818 +324%
RA
6
RFG Advisory
Alabama
$3.75M +$99.2K +3,660 +3%
KAS
7
Kestra Advisory Services
Texas
$2.85M +$1.52M +56,132 +119%
AWS
8
Atria Wealth Solutions
New York
$2.81M +$2.11M +77,788 +323%
CAG
9
Compass Advisory Group
New York
$2.65M -$264K -9,730 -9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.46M +$300K +11,082 +14%
CF
11
Centaurus Financial
California
$2.3M +$2.26M +83,462 New
IA
12
IFP Advisors
Florida
$2.05M -$1.26M -46,567 -36%
CA
13
Cetera Advisors
Colorado
$1.88M -$10.9K -401 -0.6%
SB
14
Strategic Blueprint
Georgia
$1.72M +$1.69M +62,234 New
NFG
15
Nations Financial Group
Iowa
$1.43M -$31.8K -1,172 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$690K +$48.3K +1,781 +8%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$658K +$647K +23,860 New
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$657K +$65.3K +2,410 +11%
PAS
19
Park Avenue Securities
New York
$569K -$42.8K -1,579 -7%
WP
20
WealthSource Partners
California
$519K +$509K +18,800 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$505K +$496K +18,290 New
Citadel Advisors
22
Citadel Advisors
Florida
$493K +$484K +17,872 New
HI
23
Harbour Investments
Wisconsin
$368K +$69.2K +2,554 +24%
W
24
Wealthquest
Ohio
$321K
OMC
25
Old Mission Capital
Illinois
$291K +$286K +10,561 New

JANW Hedge Fund Activity: Q1 2023 in Review

33 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q1 2023, worth a combined $54.9M — up 48% from $37M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JANW positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.78M. The largest seller was IFP Advisors, cutting an estimated $1.26M.

  • 33 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q1 2023, up from 24 in Q4 2022.
  • Funds reported $54.9M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q1 2023, up 48% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q1 2023 and 1 closed out, a net change of +9 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $5.78M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q1 2023 was IFP Advisors, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2023.