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AllianzIM U.S. Large Cap Buffer20 Jan ETF

38 hedge funds and large institutions have $73.2M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$11.2M 387,256 +247,049 +176%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.18M 249,199 -21,113 -8%
AWM
3
Axxcess Wealth Management
California
$7.02M 243,484 +243,484 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.25M 216,859 -77,775 -26%
CAN
5
Cetera Advisor Networks
California
$4.3M 149,146 -2,664 -2%
BWM
6
BCGM Wealth Management
Indiana
$3.7M 128,286 -29,918 -19%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.6M 124,859 -9,472 -7%
SB
8
Strategic Blueprint
Georgia
$3.45M 119,559 +15,869 +15%
CF
9
Centaurus Financial
California
$3.3M 114,447 -1,528 -1%
AWS
10
Atria Wealth Solutions
New York
$2.63M 91,290 -2,587 -3%
CAG
11
Compass Advisory Group
New York
$2.51M 86,996 -8,918 -9%
IA
12
IFP Advisors
Florida
$2.45M 85,146 +2,768 +3%
KAS
13
Kestra Advisory Services
Texas
$2.19M 75,906 -12,973 -15%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.12M 73,662 +1,100 +2%
NFG
15
Nations Financial Group
Iowa
$1.43M 49,740 -1,336 -3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.43M 49,472 -3,810 -7%
CA
17
Cetera Advisors
Colorado
$1.08M 37,478 -26,631 -42%
ETIA
18
Epic Trust Investment Advisors
Washington
$883K 30,644 -1,900 -6%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$713K 24,747
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$654K 22,692 +22,692 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$559K 19,386 -725 -4%
PAS
22
Park Avenue Securities
New York
$541K 18,765 -1,861 -9%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$508K 17,630 -200 -1%
WP
24
WealthSource Partners
California
$457K 15,850 -2,650 -14%
W
25
Wealthquest
Ohio
$449K 15,589 +3,945 +34%