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AllianzIM U.S. Large Cap Buffer20 Jan ETF

54 hedge funds and large institutions have $271M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
26
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$80.9M 2,574,509 -2,985,820 -54%
CAG
2
Compass Advisory Group
New York
$28.1M 892,718 +35,077 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$17.7M 562,964 +372,856 +196%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$16.6M 528,233 +240,732 +84%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.7M 372,007 +325,009 +692%
OWA
6
Outlook Wealth Advisors
Texas
$9.03M 287,217 +83,760 +41%
AWM
7
Axxcess Wealth Management
California
$8.8M 279,844 -65,268 -19%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.32M 264,589 +95,080 +56%
SPC
9
Sigma Planning Corp
Michigan
$8.02M 255,130 +255,130 New
SB
10
Strategic Blueprint
Georgia
$7.91M 251,539 +121,896 +94%
KAS
11
Kestra Advisory Services
Texas
$6.99M 222,213 +145,007 +188%
RJA
12
Raymond James & Associates
Florida
$6.8M 216,393 +8,656 +4%
CAN
13
Cetera Advisor Networks
California
$6.08M 193,278 +40,445 +26%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$5.82M 185,230 +185,230 New
CF
15
Centaurus Financial
California
$4.7M 149,431 +35,974 +32%
AWS
16
Atria Wealth Solutions
New York
$3.97M 126,192 +43,844 +53%
BWM
17
BCGM Wealth Management
Indiana
$3.83M 121,808 -7,465 -6%
GLR
18
Great Lakes Retirement
Ohio
$3.3M 104,867 -7,241 -6%
IA
19
IFP Advisors
Florida
$3.03M 96,487 +11,530 +14%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.65M 84,225 +57,667 +217%
AAM
21
American Asset Management
Florida
$2.46M 78,333 +43,233 +123%
RA
22
RFG Advisory
Alabama
$2.41M 76,664 +76,664 New
MML Investors Services
23
MML Investors Services
Massachusetts
$2.34M 74,335
LIWM
24
Long Island Wealth Management
New York
$2.31M 73,314 +1,089 +2%
CA
25
Cetera Advisors
Colorado
$1.97M 62,552 +42,118 +206%