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AllianzIM US Large Cap Buffer20 Jul ETF
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Overview Fund Activity

34 hedge funds and large institutions have $123M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$45.3M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.6M
3
KAS
3
Kestra Advisory Services
Texas
$3.43M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.13M
5
AWS
5
Atria Wealth Solutions
New York
$1.19M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.89M
2
LPL Financial
2
LPL Financial
California
$519K
3
CAN
3
Cetera Advisor Networks
California
$3.95M
4
SB
4
Strategic Blueprint
Georgia
$4.96M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LOIP
26
Live Oak Investment Partners
Texas
– – – –
FFA
27
Farther Finance Advisors
California
$164K 5,500 -151 -3%
AIMU
28
Allianz Investment Management US
Minnesota
$149K 5,000 – –
IPW
29
Impact Partnership Wealth
Georgia
$76.6K 2,570 +2,570 New
Morgan Stanley
30
Morgan Stanley
New York
$61.4K 2,060 +2,060 New
AF
31
Advisornet Financial
Minnesota
$46.3K 1,553 +300 +24%
OLVIG
32
Oliver Lagore Vanvalin Investment Group
Michigan
$40.6K 1,364 +1,364 New
WIM
33
WealthPlan Investment Management
Nebraska
$35.6K 1,196 +1,196 New
IA
34
IFP Advisors
Florida
$11.2K 376 – –
RWPA
35
Richard W. Paul & Associates
Michigan
$775 26 -29 -53%
OMC
36
Old Mission Capital
Illinois
– – -18,372 Closed
CBFP
37
Cedar Brook Financial Partners
Ohio
– – -17,446 Closed
Citadel Advisors
38
Citadel Advisors
Florida
– – -11,773 Closed
Jane Street
39
Jane Street
New York
– – -10,495 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– – -9,234 Closed
AAS
41
Avantax Advisory Services
Texas
– – -7,668 Closed
UBS Group
42
UBS Group
Switzerland
– – -2,918 Closed
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
– – -950 Closed
KHC
44
Koesten Hirschmann & Crabtree
Kansas
– – -288 Closed
Wells Fargo
45
Wells Fargo
California
– – -30 Closed
BAM
46
Belpointe Asset Management
Nevada
– – -13 Closed
CFGS
47
Concourse Financial Group Securities
Alabama
– – – –
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