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AllianzIM U.S. Large Cap Buffer20 Jan ETF

50 hedge funds and large institutions have $306M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
0.73%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
15
Increased
18
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$170M 5,560,329 +5,173,073 +1,336%
CAG
2
Compass Advisory Group
New York
$26M 857,641 +770,645 +886%
LAS
3
Lloyd Advisory Services
Georgia
$13.5M 444,692 +444,692 New
AWM
4
Axxcess Wealth Management
California
$10.5M 345,112 +101,628 +42%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.71M 287,501 +70,642 +33%
RJA
6
Raymond James & Associates
Florida
$6.29M 207,737 +207,737 New
OWA
7
Outlook Wealth Advisors
Texas
$6.16M 203,457 +203,457 New
Osaic Holdings
8
Osaic Holdings
Arizona
$5.76M 190,108 -59,091 -24%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$5.34M 176,124 +153,432 +676%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$5.14M 169,509 +44,650 +36%
CAN
11
Cetera Advisor Networks
California
$4.63M 152,833 +3,687 +2%
SB
12
Strategic Blueprint
Georgia
$3.93M 129,643 +10,084 +8%
BWM
13
BCGM Wealth Management
Indiana
$3.92M 129,273 +987 +0.8%
CF
14
Centaurus Financial
California
$3.44M 113,457 -990 -0.9%
GLR
15
Great Lakes Retirement
Ohio
$3.4M 112,108 +96,784 +632%
IA
16
IFP Advisors
Florida
$2.57M 84,957 -189 -0.2%
AWS
17
Atria Wealth Solutions
New York
$2.5M 82,348 -8,942 -10%
KAS
18
Kestra Advisory Services
Texas
$2.34M 77,206 +1,300 +2%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.25M 74,335 +673 +0.9%
LIWM
20
Long Island Wealth Management
New York
$2.19M 72,225 +72,225 New
AWA
21
Authentikos Wealth Advisory
California
$1.79M 59,203 +51,590 +678%
NFG
22
Nations Financial Group
Iowa
$1.44M 47,370 -2,370 -5%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.42M 46,998 -2,474 -5%
CPA
24
Clear Point Advisors
New York
$1.33M 41,621 +41,621 New
AAM
25
American Asset Management
Florida
$1.06M 35,100 +35,100 New