JULW icon

AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

52 hedge funds and large institutions have $173M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.76%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
17
Increased
13
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$43M
2
LAS
2
Lloyd Advisory Services
Georgia
$7.82M
3
OWA
3
Outlook Wealth Advisors
Texas
$7.4M
4
AAM
4
American Asset Management
Florida
$5.4M
5
GLR
5
Great Lakes Retirement
Ohio
$1.52M

Top Sellers

1
CF
1
Centaurus Financial
California
$5.12M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
OMC
3
Old Mission Capital
Illinois
$1.07M
4
LNC
4
Lincoln National Corp
Pennsylvania
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$46.3M 1,391,009 +3,129 +0.2%
AWM
2
AE Wealth Management
Kansas
$43M 1,291,188 +1,275,601 +8,184%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.7M 350,787 -17,340 -5%
SB
4
Strategic Blueprint
Georgia
$9.12M 273,727 +8,450 +3%
LAS
5
Lloyd Advisory Services
Georgia
$7.82M 234,697 +234,697 New
OWA
6
Outlook Wealth Advisors
Texas
$7.4M 120,171 +120,171 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$6.13M 183,949 -12,797 -7%
AAM
8
American Asset Management
Florida
$5.4M 162,117 +162,117 New
CF
9
Centaurus Financial
California
$5.12M 153,690 -60,443 -28%
KAS
10
Kestra Advisory Services
Texas
$4.59M 137,675 +2,082 +2%
AWS
11
Atria Wealth Solutions
New York
$2.24M 67,102 +21,560 +47%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.94M 58,337 -3,892 -6%
CAG
13
Compass Advisory Group
New York
$1.84M 55,261 – –
LIWM
14
Long Island Wealth Management
New York
$1.73M 52,059 -539 -1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.67M 50,232 -195 -0.4%
GLR
16
Great Lakes Retirement
Ohio
$1.52M 45,582 +45,582 New
DAS
17
Diversify Advisory Services
Utah
$1.4M 41,501 +41,501 New
OIA
18
OneDigital Investment Advisors
Kansas
$1.38M 41,501 +41,501 New
OMC
19
Old Mission Capital
Illinois
$1.07M 32,214 -23,625 -42%
GM
20
GeoWealth Management
Illinois
$1.07M 32,066 +32,066 New
LPL Financial
21
LPL Financial
California
$973K 29,215 -5,732 -16%
NFG
22
Nations Financial Group
Iowa
$907K 27,217 -1,348 -5%
FFN
23
Focus Financial Network
Minnesota
$782K 23,217 +2,846 +14%
WG
24
Wealth Group
North Carolina
$646K 19,384 -308 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$637K 19,110 +19,110 New
1
2 3