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AllianzIM US Large Cap Buffer20 Jul ETF

41 hedge funds and large institutions have $177M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
41
Holders Change
+7
Holders Change %
+20.59%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
22
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$48.5M 1,649,547 +130,404 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$45.9M 1,560,520 +331,776 +27%
Osaic Holdings
3
Osaic Holdings
Arizona
$23.2M 790,285 +492,000 +165%
W
4
Wealthquest
Ohio
$7.12M 242,227 +242,227 New
SB
5
Strategic Blueprint
Georgia
$7.01M 238,428 +72,065 +43%
CF
6
Centaurus Financial
California
$6.46M 219,884 +205,438 +1,422%
CAN
7
Cetera Advisor Networks
California
$5.24M 178,297 +45,585 +34%
KAS
8
Kestra Advisory Services
Texas
$4.97M 169,052 +53,911 +47%
RA
9
RFG Advisory
Alabama
$3.82M 129,963 +129,963 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$3.74M 127,148 +2,114 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.7M 91,973 +20,426 +29%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.37M 80,655 +32,493 +67%
CA
13
Cetera Advisors
Colorado
$1.89M 64,164 +25,644 +67%
AWS
14
Atria Wealth Solutions
New York
$1.74M 59,184 +19,273 +48%
CAG
15
Compass Advisory Group
New York
$1.52M 51,768 +27,726 +115%
AWA
16
Authentikos Wealth Advisory
California
$1.27M 43,195 -2,770 -6%
WP
17
WealthSource Partners
California
$1.25M 42,437 +936 +2%
NFG
18
Nations Financial Group
Iowa
$1.22M 41,597 -1,310 -3%
GLR
19
Great Lakes Retirement
Ohio
$824K 28,030 -1,023 -4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$802K 27,293 +12,653 +86%
OWA
21
Outlook Wealth Advisors
Texas
$681K 23,182 +751 +3%
LNC
22
Lincoln National Corp
Pennsylvania
$659K 22,413 +1,995 +10%
Citadel Advisors
23
Citadel Advisors
Florida
$644K 21,907 +21,907 New
WP
24
WealthPLAN Partners
Nebraska
$472K 16,073 +7,942 +98%
CAG
25
Csenge Advisory Group
Florida
$441K 15,015 +15,015 New