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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 %
KCM
1
Kaye Capital Management
California
$12.9M +$12.4M +319,948 +2,344%
Osaic Holdings
2
Osaic Holdings
Arizona
$9.69M +$1.6M +41,286 +20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.8M +$733K +18,941 +12%
RA
4
RFG Advisory
Alabama
$3.55M +$3.55M +91,784 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.77M +$83.7K +2,163 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.4M +$360K +9,300 +34%
CF
7
Centaurus Financial
California
$1.4M +$1.29M +33,435 +1,214%
AWS
8
Atria Wealth Solutions
New York
$1.33M +$684K +17,668 +105%
JSA
9
Jim Saulnier & Associates
Colorado
$1.3M +$1.3M +33,655 New
SL
10
Sentinus LLC
Illinois
$643K +$643K +16,609 New
MML Investors Services
11
MML Investors Services
Massachusetts
$635K -$5.19K -134 -0.8%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$632K +$632K +16,336 New
OMC
13
Old Mission Capital
Illinois
$624K +$624K +16,127 New
MCC
14
Money Concepts Capital
Florida
$586K +$3.48K +90 +0.6%
Citadel Advisors
15
Citadel Advisors
Florida
$576K +$200K +5,181 +53%
LPL Financial
16
LPL Financial
California
$443K +$443K +11,442 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$386K +$47.4K +1,227 +14%
AWM
18
AE Wealth Management
Kansas
$367K -$34.9M -901,382 -99%
FFN
19
Focus Financial Network
Minnesota
$347K +$7.55K +195 +2%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$331K -$34K -880 -9%
NFG
21
Nations Financial Group
Iowa
$316K -$2.17K -56 -0.7%
NF
22
Nvest Financial
New Hampshire
$303K +$303K +7,834 New
SA
23
Sanctuary Advisors
Indiana
$282K +$282K +7,112 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$270K -$1.47K -38 -0.5%
HI
25
Harbour Investments
Wisconsin
$248K +$210K +5,424 +552%
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