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AllianzIM U.S. Equity Buffer20 Jan ETF

77 hedge funds and large institutions have $336M invested in AllianzIM U.S. Equity Buffer20 Jan ETF in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

46% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 24

4% more funds holding

Funds holding: 7477 (+3)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

53% less capital invested

Capital invested by funds: $709M → $336M (-$373M)

114.71% less ownership

Funds ownership: 188%73.29% (-115%)

Holders
77
Holders Change
+3
Holders Change %
+4.05%
% 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
35
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$110M +$3.79M +112,290 +4%
AAM
2
American Asset Management
Florida
$38.8M +$1.96M +58,132 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$22.4M +$13.9M +411,662 +156%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$17.4M +$2.14M +63,300 +14%
LAS
5
Lloyd Advisory Services
Georgia
$14M -$328K -9,711 -2%
Raymond James Financial
6
Raymond James Financial
Florida
$12.2M -$2.25M -66,611 -15%
FWM
7
FSR Wealth Management
Illinois
$11.4M +$533K +15,788 +5%
OWA
8
Outlook Wealth Advisors
Texas
$9.81M -$235K -6,967 -2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$8.51M +$577K +17,079 +7%
KAS
10
Kestra Advisory Services
Texas
$6.91M +$320K +9,477 +5%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$6.59M +$48K +1,423 +0.7%
CAG
12
Compass Advisory Group
New York
$4.26M -$10K -297 -0.2%
LI
13
LifeWealth Investments
Florida
$4.23M +$3.1M +91,804 +257%
BWM
14
BCGM Wealth Management
Indiana
$4.19M +$170K +5,041 +4%
HBS
15
Howard Bailey Securities
Indiana
$3.78M +$384K +11,365 +11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.77M +$1.01M +29,947 +36%
CF
17
Centaurus Financial
California
$3.63M +$503K +14,901 +16%
AWS
18
Atria Wealth Solutions
New York
$3.47M +$168K +4,972 +5%
GM
19
GeoWealth Management
Illinois
$2.99M +$433K +12,813 +17%
TAP
20
Tounjian Advisory Partners
Florida
$2.86M +$2.91M +86,116 New
GLR
21
Great Lakes Retirement
Ohio
$2.69M -$143K -4,223 -5%
KCM
22
Kaye Capital Management
California
$2.52M +$2.56M +75,754 New
AWA
23
Authentikos Wealth Advisory
California
$2.06M +$150K +4,433 +8%
IA
24
IFP Advisors
Florida
$2M +$395K +11,698 +24%
SW
25
SMART Wealth
Nebraska
$1.79M -$196K -5,815 -10%

JANW Hedge Fund Activity: Q1 2025 in Review

77 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) for Q1 2025, worth a combined $336M — down 53% from $709M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new JANW positions and 5 closed out — a net gain of 3 holders — while 35 added to existing stakes and 24 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $13.9M. The largest seller was Strategic Blueprint, cutting an estimated $6.48M.

  • 77 institutional investors held AllianzIM U.S. Equity Buffer20 Jan ETF (JANW) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $336M of AllianzIM U.S. Equity Buffer20 Jan ETF stock for Q1 2025, down 53% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity Buffer20 Jan ETF positions in Q1 2025 and 5 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF buyer in Q1 2025 was Osaic Holdings, an estimated $13.9M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jan ETF seller in Q1 2025 was Strategic Blueprint, an estimated $6.48M sold.

Based on aggregated 13F filings for Q1 2025.