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AllianzIM US Large Cap Buffer10 Jul ETF
JULT

Overview Fund Activity

38 hedge funds and large institutions have $48.4M invested in AllianzIM US Large Cap Buffer10 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+8
Holders Change %
+26.67%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
12
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
1
Kaye Capital Management
California
$12.9M
2
RA
2
RFG Advisory
Alabama
$3.55M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$9.69M
4
CF
4
Centaurus Financial
California
$1.4M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.8M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$367K
2
FI
2
FWG Investments
Kentucky
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
CAG
4
Csenge Advisory Group
Florida
$0
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$331K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$245K +$245K +6,340 New
FNWA
27
Financial Network Wealth Advisors
Utah
$214K – – –
TC
28
TownSquare Capital
Utah
$214K – – –
ML
29
McAdam LLC
Pennsylvania
$206K +$206K +5,321 New
FFA
30
Farther Finance Advisors
California
$155K – – –
OLVIG
31
Oliver Lagore Vanvalin Investment Group
Michigan
$68.4K – – –
CFD
32
Creative Financial Designs
Indiana
$58K – – –
AIMU
33
Allianz Investment Management US
Minnesota
$50.6K – – –
AF
34
Advisornet Financial
Minnesota
$38.7K – – –
CAS
35
Coppell Advisory Solutions
Texas
$5.21K – – –
AF
36
Allworth Financial
California
$4.99K – – –
UBS Group
37
UBS Group
Switzerland
$3.33K +$3.33K +86 New
PA
38
Pineridge Advisors
Missouri
$2.21K – – –
FI
39
FWG Investments
Kentucky
– -$1.09M -29,416 Closed
KAS
40
Kestra Advisory Services
Texas
– -$301K -8,141 Closed
CAG
41
Csenge Advisory Group
Florida
– -$205K -5,552 Closed
1
2