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AllianzIM U.S. Large Cap Buffer20 Jan ETF

78 hedge funds and large institutions have $351M invested in AllianzIM U.S. Large Cap Buffer20 Jan ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
10
Increased
18
Reduced
36
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$118M +$2.49M +71,336 +2%
AAM
2
American Asset Management
Florida
$40.1M -$663K -18,979 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$31.1M +$12.8M +365,485 +70%
LAS
4
Lloyd Advisory Services
Georgia
$14.2M -$576K -16,495 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$13.3M +$442K +12,664 +3%
FWM
6
FSR Wealth Management
Illinois
$12M -$22.9K -656 -0.2%
OWA
7
Outlook Wealth Advisors
Texas
$10.2M -$105K -3,003 -1%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$9.5M +$551K +15,786 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$9.06M -$13.7M -406,871 -60%
KAS
10
Kestra Advisory Services
Texas
$7.05M -$223K -6,381 -3%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$6.98M +$47.3K +1,353 +0.7%
BWM
12
BCGM Wealth Management
Indiana
$4.4M -$6.5K -186 -0.1%
CAG
13
Compass Advisory Group
New York
$4.28M -$202K -5,781 -5%
GM
14
GeoWealth Management
Illinois
$3.68M +$536K +15,349 +17%
AWS
15
Atria Wealth Solutions
New York
$3.54M -$114K -3,254 -3%
LIWM
16
Long Island Wealth Management
New York
$3.46M +$1.76M +50,247 +103%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.35M -$613K -17,542 -15%
HBS
18
Howard Bailey Securities
Indiana
$3.32M -$61.2K -1,751 -2%
TAP
19
Tounjian Advisory Partners
Florida
$2.82M -$36.1K -1,086 -1%
GLR
20
Great Lakes Retirement
Ohio
$2.6M -$234K -6,704 -8%
LI
21
LifeWealth Investments
Florida
$2.46M +$200K +5,729 +9%
CF
22
Centaurus Financial
California
$2.46M -$1.36M -39,065 -36%
FA
23
FSA Advisors
Michigan
$2.19M +$460K +13,175 +27%
IA
24
IFP Advisors
Florida
$2.09M -$17.7K -506 -0.8%
SAW
25
Signal Advisors Wealth
Michigan
$2.04M +$1.61M +46,029 +369%