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AllianzIM US Large Cap Buffer10 Jul ETF

37 hedge funds and large institutions have $97.4M invested in AllianzIM US Large Cap Buffer10 Jul ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
8
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$55.7M +$13.5M +393,156 +32%
Osaic Holdings
2
Osaic Holdings
Arizona
$16.9M -$6.33M -188,273 -27%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.65M -$49K -1,458 -0.6%
W
4
Wealthquest
Ohio
$5.77M -$3.98M -118,379 -41%
LAS
5
Lloyd Advisory Services
Georgia
$1.53M +$1.53M +45,443 New
FI
6
FWG Investments
Kentucky
$993K +$993K +29,558 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$891K -$8.64K -257 -1%
CAN
8
Cetera Advisor Networks
California
$832K -$13.4K -398 -2%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$769K +$63.3K +1,885 +9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$621K +$621K +18,497 New
AWS
11
Atria Wealth Solutions
New York
$569K -$96.8K -2,882 -15%
KCM
12
Kaye Capital Management
California
$567K -$69.1K -2,027 -11%
MML Investors Services
13
MML Investors Services
Massachusetts
$544K -$1.75K -52 -0.3%
MCC
14
Money Concepts Capital
Florida
$516K -$2.35K -70 -0.5%
CA
15
Cetera Advisors
Colorado
$413K +$22.7K +675 +6%
GLR
16
Great Lakes Retirement
Ohio
$385K -$89.3K -2,657 -19%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$267K +$267K +7,959 New
NFG
18
Nations Financial Group
Iowa
$266K +$1.28K +38 +0.5%
KAS
19
Kestra Advisory Services
Texas
$251K +$251K +7,475 New
FFN
20
Focus Financial Network
Minnesota
$243K +$243K +7,227 New
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$238K +$4.87K +145 +2%
AAS
22
Avantax Advisory Services
Texas
$227K +$4.2K +125 +2%
FNWA
23
Financial Network Wealth Advisors
Utah
$227K +$227K +6,763 New
TC
24
TownSquare Capital
Utah
$227K +$227K +6,763 New
CF
25
Centaurus Financial
California
$212K -$22.4K -667 -10%