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AllianzIM US Large Cap Buffer20 Jul ETF
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Overview Fund Activity

59 hedge funds and large institutions have $347M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
59
Holders Change
-10
Holders Change %
-14.49%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
9
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.18M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.17M
3
GFG
3
Grantvest Financial Group
New Jersey
$648K
4
ECA
4
Elevated Capital Advisors
Utah
$2.17M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$864K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$264K
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$0
3
LAS
3
Lloyd Advisory Services
Georgia
$0
4
SB
4
Strategic Blueprint
Georgia
$3.59M
5
OWA
5
Outlook Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
51
Creative Financial Designs
Indiana
$40.9K 1,167 – –
Morgan Stanley
52
Morgan Stanley
New York
$35.1K 1,000 -350 -26%
SPIA
53
Steward Partners Investment Advisory
New York
$23.8K 680 – –
PA
54
Pineridge Advisors
Missouri
$14.5K 414 -800 -66%
CAS
55
Coppell Advisory Solutions
Texas
$4.99K 142 -1 -0.7%
UBS Group
56
UBS Group
Switzerland
$4K 114 -3,055 -96%
NMG
57
New Millennium Group
Utah
$3.09K 88 +88 New
AssetMark Inc
58
AssetMark Inc
California
$2.63K 75 +75 New
Wells Fargo
59
Wells Fargo
California
$1.75K 50 +50 New
MAWAG
60
Mid-American Wealth Advisory Group
Missouri
– – -281,077 Closed
LAS
61
Lloyd Advisory Services
Georgia
– – -234,534 Closed
OWA
62
Outlook Wealth Advisors
Texas
– – -120,687 Closed
HBS
63
Howard Bailey Securities
Indiana
– – -61,730 Closed
GLR
64
Great Lakes Retirement
Ohio
– – -44,526 Closed
OIA
65
OneDigital Investment Advisors
Kansas
– – -41,501 Closed
AWA
66
Authentikos Wealth Advisory
California
– – -32,904 Closed
OMC
67
Old Mission Capital
Illinois
– – -21,448 Closed
SW
68
SMART Wealth
Nebraska
– – -19,574 Closed
BOSSRA
69
B.O.S.S. Retirement Advisors
Utah
– – -17,892 Closed
BWM
70
BCGM Wealth Management
Indiana
– – -11,017 Closed
KFG
71
Kingdom Financial Group
Arizona
– – -7,076 Closed
FA
72
FSA Advisors
Michigan
– – -6,786 Closed
NS
73
NBC Securities
Alabama
– – -700 Closed
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
– – -138 Closed
RWPA
75
Richard W. Paul & Associates
Michigan
– – -108 Closed
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