JULW icon

AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

55 hedge funds and large institutions have $192M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
55
Holders Change
+14
Holders Change %
+34.15%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$59.2M
2
LAS
2
Lloyd Advisory Services
Georgia
$2.21M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.84M
4
LIWM
4
Long Island Wealth Management
New York
$1.64M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.08M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$17.1M
2
W
2
Wealthquest
Ohio
$3.91M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$46.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.59M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.01M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$59.2M 1,866,054 +216,507 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$46.5M 1,489,088 -71,432 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$17.1M 549,561 -240,724 -30%
SB
4
Strategic Blueprint
Georgia
$7.74M 248,094 +9,666 +4%
CF
5
Centaurus Financial
California
$6.74M 216,018 -3,866 -2%
CAN
6
Cetera Advisor Networks
California
$5.88M 188,597 +10,300 +6%
KAS
7
Kestra Advisory Services
Texas
$5.01M 160,555 -8,497 -5%
RA
8
RFG Advisory
Alabama
$3.98M 127,584 -2,379 -2%
W
9
Wealthquest
Ohio
$3.91M 125,229 -116,998 -48%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$3.77M 120,791 -6,357 -5%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.84M 91,032 +63,739 +234%
LAS
12
Lloyd Advisory Services
Georgia
$2.21M 70,931 +70,931 New
CA
13
Cetera Advisors
Colorado
$2.13M 68,197 +4,033 +6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.01M 64,347 -27,626 -30%
AWS
15
Atria Wealth Solutions
New York
$1.83M 58,638 -546 -0.9%
CAG
16
Compass Advisory Group
New York
$1.76M 56,276 +4,508 +9%
LIWM
17
Long Island Wealth Management
New York
$1.64M 52,598 +52,598 New
OWA
18
Outlook Wealth Advisors
Texas
$1.6M 51,156 +27,974 +121%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.59M 51,099 -29,556 -37%
WP
20
WealthSource Partners
California
$1.32M 42,437 – –
AWA
21
Authentikos Wealth Advisory
California
$1.29M 41,264 -1,931 -4%
NFG
22
Nations Financial Group
Iowa
$1.23M 39,402 -2,195 -5%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.08M 34,735 +34,735 New
GLR
24
Great Lakes Retirement
Ohio
$780K 25,005 -3,025 -11%
LPL Financial
25
LPL Financial
California
$764K 24,487 +15,627 +176%
1
2 3