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AllianzIM U.S. Equity Buffer20 Jan ETF

33 hedge funds and large institutions have $68.2M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more capital invested

Capital invested by funds: $54.9M → $68.2M (+$13.2M)

5.27% more ownership

Funds ownership: 63.64%68.91% (+5.3%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
17
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$8.5M -$1.68M -59,970 -17%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.8M -$493K -17,589 -6%
BWM
3
BCGM Wealth Management
Indiana
$4.56M +$182K +6,487 +4%
CAN
4
Cetera Advisor Networks
California
$4.38M -$199K -7,103 -4%
AWM
5
AE Wealth Management
Kansas
$4.04M -$626K -22,335 -14%
RA
6
RFG Advisory
Alabama
$3.94M +$21K +748 +0.6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.87M -$300K -10,707 -7%
CF
8
Centaurus Financial
California
$3.35M +$912K +32,513 +39%
SB
9
Strategic Blueprint
Georgia
$2.99M +$1.16M +41,456 +67%
CAG
10
Compass Advisory Group
New York
$2.77M
AWS
11
Atria Wealth Solutions
New York
$2.71M -$225K -8,026 -8%
KAS
12
Kestra Advisory Services
Texas
$2.56M -$403K -14,375 -14%
IA
13
IFP Advisors
Florida
$2.38M -$3.48K -124 -0.2%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.09M +$2.04M +72,562 New
CA
15
Cetera Advisors
Colorado
$1.85M -$114K -4,080 -6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.54M -$1.01M -35,884 -40%
NFG
17
Nations Financial Group
Iowa
$1.47M -$18.8K -672 -1%
ETIA
18
Epic Trust Investment Advisors
Washington
$939K +$674K +24,044 +283%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$876K +$338K +12,068 +66%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$714K +$24.9K +887 +4%
PAS
21
Park Avenue Securities
New York
$595K
OMC
22
Old Mission Capital
Illinois
$590K +$278K +9,900 +94%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$580K -$137K -4,894 -20%
WP
24
WealthSource Partners
California
$534K -$8.41K -300 -2%
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$514K -$168K -5,985 -25%

JANW Hedge Fund Activity: Q2 2023 in Review

33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q2 2023, worth a combined $68.2M — up 24% from $54.9M a quarter earlier.

Fund positioning in JANW was balanced in Q2 2023: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 17 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $2.04M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.68M.

  • 33 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $68.2M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 2 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q2 2023 and 2 closed out, a net change of 0 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q2 2023 was MML Investors Services, an estimated $2.04M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $1.68M sold.

Based on aggregated 13F filings for Q2 2023.