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AllianzIM U.S. Large Cap Buffer20 Mar ETF
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Overview Fund Activity

41 hedge funds and large institutions have $129M invested in AllianzIM U.S. Large Cap Buffer20 Mar ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+29
Holders Change %
+241.67%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
31
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$36.9M
2
GI
Gradient Investments
Minnesota
+$24.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$10.5M
4
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$10M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.25M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$4.88M
2
KAS
Kestra Advisory Services
Texas
-$1.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$414K
4
Citadel Advisors
Citadel Advisors
Florida
-$270K
5
UBS Group
UBS Group
Switzerland
-$18.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$36.9M +$36.9M +1,283,746 New
GI
2
Gradient Investments
Minnesota
$24.8M +$24.8M +861,979 New
Osaic Holdings
3
Osaic Holdings
Arizona
$11.8M +$10.5M +364,050 +775%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$10M +$10M +349,196 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.53M +$3.43M +119,267 +163%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.25M +$5.25M +182,865 New
OWA
7
Outlook Wealth Advisors
Texas
$3.53M +$3.53M +122,800 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.28M +$3.28M +114,133 New
HI
9
Harbour Investments
Wisconsin
$3.07M +$3.03M +105,661 +8,805%
AWS
10
Atria Wealth Solutions
New York
$3.01M +$3.01M +104,819 New
KAS
11
Kestra Advisory Services
Texas
$2.35M -$1.26M -43,828 -35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.16M +$2.16M +75,155 New
CAN
13
Cetera Advisor Networks
California
$1.7M +$987K +34,358 +138%
GLR
14
Great Lakes Retirement
Ohio
$1.63M +$1.63M +56,662 New
LPL Financial
15
LPL Financial
California
$1.53M +$205K +7,154 +15%
DLHL
16
Donald L. Hagan LLC
Florida
$1.49M +$1.49M +51,963 New
Jane Street
17
Jane Street
New York
$1.38M +$1.38M +48,157 New
AWA
18
Authentikos Wealth Advisory
California
$1.09M +$1.09M +37,993 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$882K -$414K -14,432 -32%
CRWM
20
Castle Rock Wealth Management
California
$845K +$845K +29,867 New
SB
21
Strategic Blueprint
Georgia
$738K +$247K +8,600 +50%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$669K +$669K +23,281 New
CF
23
Centaurus Financial
California
$606K +$606K +21,114 New
EMAM
24
Encompass More Asset Management
California
$570K +$570K +19,840 New
AIMU
25
Allianz Investment Management US
Minnesota
$566K -$4.88M -170,000 -90%
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