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AllianzIM US Large Cap Buffer20 Jul ETF

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
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$45.3M 1,519,143 +506,267 +50%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.6M 1,228,744 +106,603 +9%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.89M 298,285 -94,210 -24%
SB
4
Strategic Blueprint
Georgia
$4.96M 166,363 -22,907 -12%
CAN
5
Cetera Advisor Networks
California
$3.95M 132,712 -26,361 -17%
BOSSRA
6
B.O.S.S. Retirement Advisors
Utah
$3.73M 125,034 +3,458 +3%
KAS
7
Kestra Advisory Services
Texas
$3.43M 115,141 +75,986 +194%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.13M 71,547 +38,540 +117%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.44M 48,162 +3,557 +8%
AWA
10
Authentikos Wealth Advisory
California
$1.37M 45,965 -2,746 -6%
NFG
11
Nations Financial Group
Iowa
$1.28M 42,907 -508 -1%
WP
12
WealthSource Partners
California
$1.24M 41,501 -9,328 -18%
AWS
13
Atria Wealth Solutions
New York
$1.19M 39,911 +31,896 +398%
CA
14
Cetera Advisors
Colorado
$1.15M 38,520 -1,650 -4%
GLR
15
Great Lakes Retirement
Ohio
$866K 29,053 +12,480 +75%
CAG
16
Compass Advisory Group
New York
$716K 24,042 -350 -1%
OWA
17
Outlook Wealth Advisors
Texas
$668K 22,431 +22,431 New
LNC
18
Lincoln National Corp
Pennsylvania
$608K 20,418 -3,635 -15%
LPL Financial
19
LPL Financial
California
$519K 17,415 -29,205 -63%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$436K 14,640 -4,224 -22%
CF
21
Centaurus Financial
California
$430K 14,446 +5,162 +56%
DFA
22
DHJJ Financial Advisors
Illinois
$302K 10,140 -46 -0.5%
HI
23
Harbour Investments
Wisconsin
$285K 9,558
HWM
24
HB Wealth Management
Georgia
$279K 9,357
WP
25
WealthPLAN Partners
Nebraska
$242K 8,131 +8,131 New