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AllianzIM U.S. Large Cap Buffer20 Jan ETF
JANW

Overview Fund Activity

76 hedge funds and large institutions have $332M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.03%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
34
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$13.7M
2
AWM
AE Wealth Management
Kansas
+$3.73M
3
KCM
Kaye Capital Management
California
+$2.52M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.1M
5
AAM
American Asset Management
Florida
+$1.93M

Top Sellers

1
SB
Strategic Blueprint
Georgia
-$6.37M
2
Raymond James Financial
Raymond James Financial
Florida
-$2.21M
3
GIA
Gladstone Institutional Advisory
Florida
-$2.08M
4
HI
Harbour Investments
Wisconsin
-$326K
5
LAS
Lloyd Advisory Services
Georgia
-$323K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$110M +$3.73M +112,290 +4%
AAM
2
American Asset Management
Florida
$38.8M +$1.93M +58,132 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$22.4M +$13.7M +411,662 +156%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M +$2.1M +63,300 +14%
LAS
5
Lloyd Advisory Services
Georgia
$14M -$323K -9,711 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$12.2M -$2.21M -66,611 -15%
FWM
7
FSR Wealth Management
Illinois
$11.4M +$524K +15,788 +5%
OWA
8
Outlook Wealth Advisors
Texas
$9.81M -$231K -6,967 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.51M +$567K +17,079 +7%
KAS
10
Kestra Advisory Services
Texas
$6.91M +$315K +9,477 +5%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$6.59M +$47.3K +1,423 +0.7%
CAG
12
Compass Advisory Group
New York
$4.26M -$9.86K -297 -0.2%
BWM
13
BCGM Wealth Management
Indiana
$4.19M +$167K +5,041 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.77M +$995K +29,947 +36%
CF
15
Centaurus Financial
California
$3.63M +$495K +14,901 +16%
AWS
16
Atria Wealth Solutions
New York
$3.47M +$165K +4,972 +5%
HBS
17
Howard Bailey Securities
Indiana
$3.21M -$192K -5,771 -6%
GM
18
GeoWealth Management
Illinois
$2.99M +$426K +12,813 +17%
TAP
19
Tounjian Advisory Partners
Florida
$2.86M +$2.86M +86,116 New
GLR
20
Great Lakes Retirement
Ohio
$2.69M -$140K -4,223 -5%
KCM
21
Kaye Capital Management
California
$2.52M +$2.52M +75,754 New
LI
22
LifeWealth Investments
Florida
$2.14M +$960K +28,918 +81%
IA
23
IFP Advisors
Florida
$2M +$388K +11,698 +24%
AWA
24
Authentikos Wealth Advisory
California
$1.97M +$63.5K +1,912 +3%
SW
25
SMART Wealth
Nebraska
$1.79M -$193K -5,815 -10%
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