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AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW

Overview Fund Activity

33 hedge funds and large institutions have $54.9M invested in AllianzIM U.S. Large Cap 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
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
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.21M
2
CAN
Cetera Advisor Networks
California
+$3.17M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.06M
4
CF
Centaurus Financial
California
+$2.3M
5
AWS
Atria Wealth Solutions
New York
+$2.15M

Top Sellers

1
IA
IFP Advisors
Florida
-$1.16M
2
ETIA
Epic Trust Investment Advisors
Washington
-$641K
3
CAG
Compass Advisory Group
New York
-$268K
4
BWM
BCGM Wealth Management
Indiana
-$248K
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$201K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$7.94M +$1.89M +68,658 +31%
AWM
2
AE Wealth Management
Kansas
$4.48M +$4.21M +152,717 +1,554%
CAN
3
Cetera Advisor Networks
California
$4.38M +$3.17M +114,836 +261%
BWM
4
BCGM Wealth Management
Indiana
$4.19M -$248K -8,989 -6%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4M +$3.06M +110,818 +324%
RA
6
RFG Advisory
Alabama
$3.75M +$101K +3,660 +3%
KAS
7
Kestra Advisory Services
Texas
$2.85M +$1.55M +56,132 +119%
AWS
8
Atria Wealth Solutions
New York
$2.81M +$2.15M +77,788 +323%
CAG
9
Compass Advisory Group
New York
$2.65M -$268K -9,730 -9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.46M +$306K +11,082 +14%
CF
11
Centaurus Financial
California
$2.3M +$2.3M +83,462 New
IA
12
IFP Advisors
Florida
$2.05M -$1.16M -46,567 -36%
CA
13
Cetera Advisors
Colorado
$1.88M -$11.1K -401 -0.6%
SB
14
Strategic Blueprint
Georgia
$1.72M +$1.72M +62,234 New
NFG
15
Nations Financial Group
Iowa
$1.43M -$32.3K -1,172 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$690K +$49.1K +1,781 +8%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$658K +$658K +23,860 New
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$657K +$66.5K +2,410 +11%
PAS
19
Park Avenue Securities
New York
$569K -$43.6K -1,579 -7%
WP
20
WealthSource Partners
California
$519K +$519K +18,800 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$505K +$505K +18,290 New
Citadel Advisors
22
Citadel Advisors
Florida
$493K +$493K +17,872 New
HI
23
Harbour Investments
Wisconsin
$368K +$70.5K +2,554 +24%
W
24
Wealthquest
Ohio
$321K – – –
OMC
25
Old Mission Capital
Illinois
$291K +$291K +10,561 New
1
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