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AllianzIM U.S. Large Cap Buffer20 Jan ETF

56 hedge funds and large institutions have $145M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 33 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
33
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAG
1
Compass Advisory Group
New York
$23.7M 719,544 -178,870 -20%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.3M 464,011 -66,500 -13%
GIA
3
Gladstone Institutional Advisory
Florida
$9.13M 277,228 +225,516 +436%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.9M 270,079 -12,248 -4%
SPC
5
Sigma Planning Corp
Michigan
$8.41M 255,319 -1,750 -0.7%
SB
6
Strategic Blueprint
Georgia
$7.97M 241,890 -6,195 -2%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.83M 237,786 -12,681 -5%
RJA
8
Raymond James & Associates
Florida
$7.1M 215,588 +603 +0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.77M 205,580 +5,650 +3%
KAS
10
Kestra Advisory Services
Texas
$6.28M 190,736 -27,812 -13%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$5.5M 166,932 -12,293 -7%
CF
12
Centaurus Financial
California
$4.63M 140,434 -3,227 -2%
BWM
13
BCGM Wealth Management
Indiana
$3.99M 121,070 -738 -0.6%
AWS
14
Atria Wealth Solutions
New York
$3.25M 98,628 -14,131 -13%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.49M 75,529
AAM
16
American Asset Management
Florida
$2.4M 72,938 -4,443 -6%
LIWM
17
Long Island Wealth Management
New York
$2.01M 60,926 +129 +0.2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.63M 49,504 -33,332 -40%
IA
19
IFP Advisors
Florida
$1.6M 48,454 -37,989 -44%
CPA
20
Clear Point Advisors
New York
$1.44M 43,765
NFG
21
Nations Financial Group
Iowa
$1.14M 34,508 -216 -0.6%
AWM
22
AE Wealth Management
Kansas
$1.13M 34,362 -11,899 -26%
ECA
23
Elevated Capital Advisors
Utah
$1.06M 32,287 -29,656 -48%
LPL Financial
24
LPL Financial
California
$933K 28,321 -2,869 -9%
OMC
25
Old Mission Capital
Illinois
$814K 24,710 +7,736 +46%