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AllianzIM U.S. Large Cap Buffer20 Mar ETF

44 hedge funds and large institutions have $151M invested in AllianzIM U.S. Large Cap Buffer20 Mar ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
14
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$560K 18,987 +814 +4%
GM
27
GeoWealth Management
Illinois
$524K 17,770 +3,973 +29%
PA
28
PFG Advisors
Arizona
$502K 17,017
LAS
29
Lloyd Advisory Services
Georgia
$430K 14,579 +14,579 New
FFN
30
Focus Financial Network
Minnesota
$366K 12,298 +2,113 +21%
BWM
31
BCGM Wealth Management
Indiana
$298K 10,108
MIAS
32
Mason Investment Advisory Services
Virginia
$272K 9,234 +9,234 New
ETIA
33
Epic Trust Investment Advisors
Washington
$251K 8,500
CAG
34
Csenge Advisory Group
Florida
$241K 8,173 -1,359 -14%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$175K 5,937 +5,937 New
AIMU
36
Allianz Investment Management US
Minnesota
$147K 5,000 -14,700 -75%
IA
37
IFP Advisors
Florida
$132K 4,489 +176 +4%
FNWA
38
Financial Network Wealth Advisors
Utah
$51.8K 1,756 +1,756 New
CFD
39
Creative Financial Designs
Indiana
$35.4K 1,200
UBS Group
40
UBS Group
Switzerland
$16.1K 547 +547 New
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$15K 510 +510 New
CAS
42
Coppell Advisory Solutions
Texas
$11.4K 387 +387 New
ATPW
43
Ashton Thomas Private Wealth
Arizona
$5.31K 180 +180 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1K 28 +28 New
GLR
45
Great Lakes Retirement
Ohio
-56,662 Closed
AWA
46
Authentikos Wealth Advisory
California
-37,993 Closed
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
-30,693 Closed
LNC
48
Lincoln National Corp
Pennsylvania
-7,728 Closed
FA
49
FSA Advisors
Michigan
-6,973 Closed
PA
50
Pineridge Advisors
Missouri
-1,054 Closed