JULW icon

AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

69 hedge funds and large institutions have $216M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
21
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$9.71M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18.1M
3
KCM
3
Kaye Capital Management
California
$3.19M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.09M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$8.28M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
CF
3
Centaurus Financial
California
$4.8M
4
PIS
4
POM Investment Strategies
North Carolina
$0
5
OMC
5
Old Mission Capital
Illinois
$741K
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$969K 28,051 +8,941 +47%
NFG
27
Nations Financial Group
Iowa
$934K 27,034 -183 -0.7%
FFN
28
Focus Financial Network
Minnesota
$901K 26,079 +2,862 +12%
CRWM
29
Castle Rock Wealth Management
California
$880K 25,571 +25,571 New
GM
30
GeoWealth Management
Illinois
$813K 23,553 -8,513 -27%
OMC
31
Old Mission Capital
Illinois
$741K 21,448 -10,766 -33%
HI
32
Harbour Investments
Wisconsin
$726K 21,016 +10,449 +99%
SW
33
SMART Wealth
Nebraska
$676K 19,574 +19,574 New
WG
34
Wealth Group
North Carolina
$669K 19,384 – –
CPA
35
Clear Point Advisors
New York
$640K 18,521 – –
BOSSRA
36
B.O.S.S. Retirement Advisors
Utah
$618K 17,892 +7,480 +72%
AFS
37
Access Financial Services
Minnesota
$609K 17,643 +17,643 New
SWM
38
Spire Wealth Management
Virginia
$608K 17,616 +17,616 New
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$593K 17,158 +188 +1%
IA
40
IFP Advisors
Florida
$555K 16,074 – –
FFA
41
Farther Finance Advisors
California
$473K 13,698 +8,258 +152%
HAS
42
HBW Advisory Services
California
$456K 13,195 +13,195 New
RA
43
RFG Advisory
Alabama
$429K 12,429 -2,547 -17%
BWM
44
BCGM Wealth Management
Indiana
$381K 11,017 +11,017 New
PA
45
PFG Advisors
Arizona
$379K 10,987 +1,960 +22%
MC
46
Moors & Cabot
Massachusetts
$371K 10,750 +4,600 +75%
HWM
47
HB Wealth Management
Georgia
$323K 9,357 – –
PAS
48
Park Avenue Securities
New York
$299K 8,654 – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$293K 8,469 +8,469 New
AWM
50
Accurate Wealth Management
Florida
$290K 8,390 – –
1
2
3