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AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

59 hedge funds and large institutions have $347M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 28 reducing their positions, and 16 closing their positions.

Holders
59
Holders Change
-10
Holders Change %
-14.49%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
8
Increased
9
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$1.18M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$8.17M
3
GFG
3
Grantvest Financial Group
New Jersey
$648K
4
ECA
4
Elevated Capital Advisors
Utah
$2.17M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$864K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$264K
2
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$0
3
LAS
3
Lloyd Advisory Services
Georgia
$0
4
SB
4
Strategic Blueprint
Georgia
$3.59M
5
OWA
5
Outlook Wealth Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$212M 6,060 – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$51.3M 1,463,214 -8,355 -0.6%
Osaic Holdings
3
Osaic Holdings
Arizona
$16.6M 474,130 -49,602 -9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$8.17M 233,103 +27,010 +13%
AAM
5
American Asset Management
Florida
$5.65M 161,058 -250 -0.2%
KAS
6
Kestra Advisory Services
Texas
$5.42M 154,683 +2,187 +1%
CF
7
Centaurus Financial
California
$4.77M 135,978 -2,976 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.72M 106,100 -4,965 -4%
SB
9
Strategic Blueprint
Georgia
$3.59M 102,276 -137,437 -57%
AWS
10
Atria Wealth Solutions
New York
$3.38M 96,529 -2,366 -2%
KCM
11
Kaye Capital Management
California
$3.25M 92,752 +268 +0.3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.68M 76,466 -41,885 -35%
LPL Financial
13
LPL Financial
California
$2.32M 66,080 +14,070 +27%
ECA
14
Elevated Capital Advisors
Utah
$2.17M 61,973 +18,171 +41%
WFS
15
WealthGarden F.S.
California
$1.82M 51,837 -2,144 -4%
LIWM
16
Long Island Wealth Management
New York
$1.65M 46,934 -5,100 -10%
CAG
17
Compass Advisory Group
New York
$1.63M 46,591 -6,670 -13%
DAS
18
Diversify Advisory Services
Utah
$1.45M 41,501 – –
Raymond James Financial
19
Raymond James Financial
Florida
$1.18M 33,525 +33,525 New
CRWM
20
Castle Rock Wealth Management
California
$910K 25,412 -159 -0.6%
FFN
21
Focus Financial Network
Minnesota
$898K 25,601 -478 -2%
NFG
22
Nations Financial Group
Iowa
$893K 25,467 -1,567 -6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$864K 24,626 +16,157 +191%
HI
24
Harbour Investments
Wisconsin
$738K 21,052 +36 +0.2%
CPA
25
Clear Point Advisors
New York
$649K 18,521 – –
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