JULW icon

AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

69 hedge funds and large institutions have $216M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
69
Holders Change
+17
Holders Change %
+32.69%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
21
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$9.71M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$18.1M
3
KCM
3
Kaye Capital Management
California
$3.19M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$50.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$4.09M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$8.28M
2
CAG
2
Csenge Advisory Group
Florida
$0
3
CF
3
Centaurus Financial
California
$4.8M
4
PIS
4
POM Investment Strategies
North Carolina
$0
5
OMC
5
Old Mission Capital
Illinois
$741K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$50.8M 1,471,569 +80,560 +6%
AWM
2
AE Wealth Management
Kansas
$46.1M 1,335,293 +44,105 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.1M 523,732 +172,945 +49%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$9.71M 281,077 +281,077 New
SB
5
Strategic Blueprint
Georgia
$8.28M 239,713 -34,014 -12%
LAS
6
Lloyd Advisory Services
Georgia
$8.1M 234,534 -163 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.12M 206,093 +22,144 +12%
AAM
8
American Asset Management
Florida
$5.57M 161,308 -809 -0.5%
KAS
9
Kestra Advisory Services
Texas
$5.27M 152,496 +14,821 +11%
CF
10
Centaurus Financial
California
$4.8M 138,954 -14,736 -10%
OWA
11
Outlook Wealth Advisors
Texas
$4.17M 120,687 +516 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.09M 118,351 +68,119 +136%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.84M 111,065 +52,728 +90%
AWS
14
Atria Wealth Solutions
New York
$3.42M 98,895 +31,793 +47%
KCM
15
Kaye Capital Management
California
$3.19M 92,484 +92,484 New
HBS
16
Howard Bailey Securities
Indiana
$2.13M 61,730 +61,730 New
WFS
17
WealthGarden F.S.
California
$1.86M 53,981 +53,981 New
CAG
18
Compass Advisory Group
New York
$1.84M 53,261 -2,000 -4%
LIWM
19
Long Island Wealth Management
New York
$1.8M 52,034 -25 -0%
LPL Financial
20
LPL Financial
California
$1.8M 52,010 +22,795 +78%
GLR
21
Great Lakes Retirement
Ohio
$1.54M 44,526 -1,056 -2%
ECA
22
Elevated Capital Advisors
Utah
$1.51M 43,802 +43,802 New
DAS
23
Diversify Advisory Services
Utah
$1.44M 41,501 – –
OIA
24
OneDigital Investment Advisors
Kansas
$1.43M 41,501 – –
AWA
25
Authentikos Wealth Advisory
California
$1.14M 32,904 +32,904 New
1
2 3