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AllianzIM U.S. Large Cap Buffer20 Jan ETF
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Overview Fund Activity

72 hedge funds and large institutions have $707M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
0.96%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
26
Increased
11
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$108M
2
AAM
2
American Asset Management
Florida
$37.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$14.6M
4
LAS
4
Lloyd Advisory Services
Georgia
$14.5M
5
FWM
5
FSR Wealth Management
Illinois
$11.1M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$398M
2
CAG
2
Compass Advisory Group
New York
$4.33M
3
SPC
3
Sigma Planning Corp
Michigan
$1.15M
4
GIA
4
Gladstone Institutional Advisory
Florida
$2.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$398M 11,835 -1,375 -10%
AWM
2
AE Wealth Management
Kansas
$108M 3,207,993 +3,173,631 +9,236%
AAM
3
American Asset Management
Florida
$37.3M 1,109,269 +1,036,331 +1,421%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$15.5M 460,893 -3,118 -0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$14.6M 433,561 +433,561 New
LAS
6
Lloyd Advisory Services
Georgia
$14.5M 431,946 +431,946 New
FWM
7
FSR Wealth Management
Illinois
$11.1M 328,986 +328,986 New
OWA
8
Outlook Wealth Advisors
Texas
$10.2M 302,245 +302,245 New
Osaic Holdings
9
Osaic Holdings
Arizona
$8.89M 264,207 -5,872 -2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$8.04M 239,038 +1,252 +0.5%
SB
11
Strategic Blueprint
Georgia
$7.15M 212,634 -29,256 -12%
KAS
12
Kestra Advisory Services
Texas
$6.68M 198,580 +7,844 +4%
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$6.63M 197,152 +197,152 New
CAG
14
Compass Advisory Group
New York
$4.33M 128,663 -590,881 -82%
BWM
15
BCGM Wealth Management
Indiana
$4.07M 121,070 – –
HBS
16
Howard Bailey Securities
Indiana
$3.45M 102,575 +102,575 New
AWS
17
Atria Wealth Solutions
New York
$3.35M 99,584 +956 +1%
CF
18
Centaurus Financial
California
$3.18M 94,461 -45,973 -33%
GLR
19
Great Lakes Retirement
Ohio
$2.87M 85,372 +85,372 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.81M 83,609 -83,323 -50%
GM
21
GeoWealth Management
Illinois
$2.6M 77,316 +77,316 New
GIA
22
Gladstone Institutional Advisory
Florida
$2.08M 61,781 -215,447 -78%
SW
23
SMART Wealth
Nebraska
$2M 59,585 +59,585 New
AWA
24
Authentikos Wealth Advisory
California
$1.93M 57,532 +57,532 New
LIWM
25
Long Island Wealth Management
New York
$1.87M 55,643 -5,283 -9%
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