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AllianzIM US Large Cap Buffer10 Jul ETF
JULT

Overview Fund Activity

43 hedge funds and large institutions have $48.9M invested in AllianzIM US Large Cap Buffer10 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
7
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$517K
2
OMC
2
Old Mission Capital
Illinois
$1.11M
3
KAS
3
Kestra Advisory Services
Texas
$281K
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$201K
5
AWS
5
Atria Wealth Solutions
New York
$1.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$7.55M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.54M
3
KCM
3
Kaye Capital Management
California
$12.9M
4
FNWA
4
Financial Network Wealth Advisors
Utah
$0
5
HI
5
Harbour Investments
Wisconsin
$89.5K
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$281K +$281K +7,131 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$275K -$473 -12 -0.2%
AWM
28
AE Wealth Management
Kansas
$254K -$120K -3,044 -32%
Raymond James Financial
29
Raymond James Financial
Florida
$251K +$251K +6,366 New
TC
30
TownSquare Capital
Utah
$218K – – –
ML
31
McAdam LLC
Pennsylvania
$210K – – –
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$201K +$201K +5,087 New
HI
33
Harbour Investments
Wisconsin
$89.5K -$163K -4,137 -65%
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Michigan
$69.8K – – –
CFD
35
Creative Financial Designs
Indiana
$59.2K – – –
AIMU
36
Allianz Investment Management US
Minnesota
$51.7K – – –
AF
37
Advisornet Financial
Minnesota
$39.5K – – –
CAS
38
Coppell Advisory Solutions
Texas
$5.31K -$40 -1 -0.7%
AF
39
Allworth Financial
California
$5.21K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$5.09K +$5.09K +129 New
UBS Group
41
UBS Group
Switzerland
$4.97K +$1.58K +40 +47%
PA
42
Pineridge Advisors
Missouri
$2.25K – – –
AssetMark Inc
43
AssetMark Inc
California
$1.97K +$1.97K +50 New
FNWA
44
Financial Network Wealth Advisors
Utah
– -$214K -5,531 Closed
FFA
45
Farther Finance Advisors
California
– -$155K -4,000 Closed
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