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AllianzIM U.S. Equity Buffer10 Mar ETF

16 hedge funds and large institutions have $86.5M invested in AllianzIM U.S. Equity Buffer10 Mar ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

7% more capital invested

Capital invested by funds: $80.5M → $86.5M (+$5.98M)

4.27% less ownership

Funds ownership: 82.89%78.62% (-4.3%)

6% less funds holding

Funds holding: 1716 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$58.7M +$5.89M +192,404 +12%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.2M -$19.4K -633 -0.2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.44M -$80.6K -2,632 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.9M +$137K +4,461 +5%
FI
5
FWG Investments
Kentucky
$1.75M +$421K +13,736 +33%
NF
6
Nvest Financial
New Hampshire
$962K +$35.5K +1,158 +4%
AWS
7
Atria Wealth Solutions
New York
$804K +$91.8K +2,998 +13%
HI
8
Harbour Investments
Wisconsin
$790K +$136K +4,449 +22%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$459K -$633K -20,670 -59%
CAG
10
Csenge Advisory Group
Florida
$357K +$70.4K +2,300 +26%
KAS
11
Kestra Advisory Services
Texas
$345K -$40K -1,307 -11%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$317K -$643 -21 -0.2%
LAS
13
Lloyd Advisory Services
Georgia
$211K +$204K +6,677 New
AIMU
14
Allianz Investment Management US
Minnesota
$158K -$840K -27,440 -85%
FNWA
15
Financial Network Wealth Advisors
Utah
$31.6K +$30.6K +1,000 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$30.4K
Jane Street
17
Jane Street
New York
-$1.49M -48,681 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$533K -17,454 Closed
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
-$315K -10,332 Closed