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AllianzIM U.S. Large Cap Buffer20 Jan ETF

59 hedge funds and large institutions have $160M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 26 reducing their positions, and 8 closing their positions.

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
15
Increased
9
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAG
1
Compass Advisory Group
New York
$28.9M 898,414 +5,696 +0.6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$17.1M 530,511 +2,278 +0.4%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.09M 282,327 -280,637 -50%
SPC
4
Sigma Planning Corp
Michigan
$8.28M 257,069 +1,939 +0.8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.07M 250,467 -121,540 -33%
SB
6
Strategic Blueprint
Georgia
$7.99M 248,085 -3,454 -1%
KAS
7
Kestra Advisory Services
Texas
$7.04M 218,548 -3,665 -2%
RJA
8
Raymond James & Associates
Florida
$6.92M 214,985 -1,408 -0.7%
AWM
9
Axxcess Wealth Management
California
$6.65M 206,509 -73,335 -26%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.44M 199,930 +14,700 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.77M 179,225 -85,364 -32%
CF
12
Centaurus Financial
California
$4.63M 143,661 -5,770 -4%
BWM
13
BCGM Wealth Management
Indiana
$3.92M 121,808
AWS
14
Atria Wealth Solutions
New York
$3.63M 112,759 -13,433 -11%
IA
15
IFP Advisors
Florida
$2.78M 86,443 -10,044 -10%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.67M 82,836 -1,389 -2%
AAM
17
American Asset Management
Florida
$2.49M 77,381 -952 -1%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.43M 75,529 +1,194 +2%
RA
19
RFG Advisory
Alabama
$2.16M 67,048 -9,616 -13%
ECA
20
Elevated Capital Advisors
Utah
$1.99M 61,943 +61,943 New
LIWM
21
Long Island Wealth Management
New York
$1.96M 60,797 -12,517 -17%
GIA
22
Gladstone Institutional Advisory
Florida
$1.67M 51,712 +51,712 New
AWM
23
AE Wealth Management
Kansas
$1.49M 46,261 -2,528,248 -98%
CPA
24
Clear Point Advisors
New York
$1.41M 43,765
NFG
25
Nations Financial Group
Iowa
$1.12M 34,724 -1,609 -4%