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AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

46 hedge funds and large institutions have $112M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
46
Holders Change
-9
Holders Change %
-16.36%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$6.42M
2
OMC
2
Old Mission Capital
Illinois
$1.82M
3
WG
3
Wealth Group
North Carolina
$642K
4
SB
4
Strategic Blueprint
Georgia
$8.65M
5
IW
5
Imprint Wealth
South Carolina
$360K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$508K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$12M
3
W
3
Wealthquest
Ohio
$0
4
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$0
5
RA
5
RFG Advisory
Alabama
$498K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$45.3M 1,387,880 -101,208 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$12M 368,127 -181,434 -33%
SB
3
Strategic Blueprint
Georgia
$8.65M 265,277 +17,183 +7%
CF
4
Centaurus Financial
California
$6.98M 214,133 -1,885 -0.9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.42M 196,746 +105,714 +116%
CAN
6
Cetera Advisor Networks
California
$4.9M 150,143 -38,454 -20%
KAS
7
Kestra Advisory Services
Texas
$4.42M 135,593 -24,962 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.03M 62,229 -2,118 -3%
OMC
9
Old Mission Capital
Illinois
$1.82M 55,839 +48,503 +661%
CAG
10
Compass Advisory Group
New York
$1.8M 55,261 -1,015 -2%
LIWM
11
Long Island Wealth Management
New York
$1.72M 52,598 – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.65M 50,427 -672 -1%
AWS
13
Atria Wealth Solutions
New York
$1.49M 45,542 -13,096 -22%
LPL Financial
14
LPL Financial
California
$1.14M 34,947 +10,460 +43%
CA
15
Cetera Advisors
Colorado
$1.06M 32,411 -35,786 -52%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$957K 29,332 -5,403 -16%
NFG
17
Nations Financial Group
Iowa
$932K 28,565 -10,837 -28%
LNC
18
Lincoln National Corp
Pennsylvania
$709K 21,733 -680 -3%
FFN
19
Focus Financial Network
Minnesota
$658K 20,371 – –
WG
20
Wealth Group
North Carolina
$642K 19,692 +19,692 New
MML Investors Services
21
MML Investors Services
Massachusetts
$629K 19,291 +820 +4%
CPA
22
Clear Point Advisors
New York
$604K 18,521 – –
Jane Street
23
Jane Street
New York
$544K 16,674 -1,868 -10%
AWM
24
AE Wealth Management
Kansas
$508K 15,587 -1,850,467 -99%
RA
25
RFG Advisory
Alabama
$498K 15,278 -112,306 -88%
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