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AllianzIM US Large Cap Buffer20 Jul ETF
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Overview Fund Activity

46 hedge funds and large institutions have $112M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
46
Holders Change
-9
Holders Change %
-16.36%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$6.42M
2
OMC
2
Old Mission Capital
Illinois
$1.82M
3
SB
3
Strategic Blueprint
Georgia
$8.65M
4
IW
4
Imprint Wealth
South Carolina
$360K
5
LPL Financial
5
LPL Financial
California
$1.14M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$508K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
W
3
Wealthquest
Ohio
$0
4
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$0
5
RA
5
RFG Advisory
Alabama
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$429K 13,162 +1,893 +17%
IW
27
Imprint Wealth
South Carolina
$360K 11,050 +11,050 New
CAG
28
Csenge Advisory Group
Florida
$358K 10,973 -2,984 -21%
HF
29
HRT Financial
New York
$331K 10,179 +10,179 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$331K 10,137 +10,137 New
HI
31
Harbour Investments
Wisconsin
$315K 9,669 -1,216 -11%
HWM
32
HB Wealth Management
Georgia
$305K 9,357 – –
DFA
33
DHJJ Financial Advisors
Illinois
$292K 8,940 -47 -0.5%
TSS
34
Two Sigma Securities
New York
$271K 8,309 +1,304 +19%
AWM
35
Accurate Wealth Management
Florida
$226K 7,040 -610 -8%
FHC
36
First Heartland Consultants
Missouri
$216K 6,625 – –
MC
37
Moors & Cabot
Massachusetts
$201K 6,150 +6,150 New
FFA
38
Farther Finance Advisors
California
$177K 5,440 -60 -1%
AIMU
39
Allianz Investment Management US
Minnesota
$163K 5,000 – –
AF
40
Advisornet Financial
Minnesota
$113K 3,453 -1,000 -22%
UBS Group
41
UBS Group
Switzerland
$63.9K 1,958 +1,012 +107%
Morgan Stanley
42
Morgan Stanley
New York
$53.8K 1,650 -2,150 -57%
NS
43
NBC Securities
Alabama
$22K 700 – –
PA
44
Pineridge Advisors
Missouri
$13.5K 414 -1,251 -75%
IA
45
IFP Advisors
Florida
$12.3K 376 – –
SIS
46
Sound Income Strategies
Florida
$5.32K 163 +163 New
W
47
Wealthquest
Ohio
– – -125,229 Closed
BOSSRA
48
B.O.S.S. Retirement Advisors
Utah
– – -120,791 Closed
LAS
49
Lloyd Advisory Services
Georgia
– – -70,931 Closed
OWA
50
Outlook Wealth Advisors
Texas
– – -51,156 Closed
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