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

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
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$59.2M
2
BFA
2
Brown Financial Advisors
Ohio
$3.79M
3
MFS
3
Mattson Financial Services
Michigan
$2.08M
4
ECA
4
Elevated Capital Advisors
Utah
$1.1M
5
OMC
5
Old Mission Capital
Illinois
$783K

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$20.2M
2
HI
2
Harbour Investments
Wisconsin
$1.27M
3
GLR
3
Great Lakes Retirement
Ohio
$0
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$902K
5
AWA
5
Authentikos Wealth Advisory
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$59.2M 2,007,115 +1,145,136 +133%
AWM
2
AE Wealth Management
Kansas
$20.2M 686,126 -597,620 -47%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.9M 436,971 +25,934 +6%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$9.75M 330,398 -18,798 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.79M 196,154 +3,546 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.71M 193,587 +10,722 +6%
OWA
7
Outlook Wealth Advisors
Texas
$5.07M 124,764 +1,964 +2%
BFA
8
Brown Financial Advisors
Ohio
$3.79M 128,543 +128,543 New
AWS
9
Atria Wealth Solutions
New York
$3.39M 114,904 +10,085 +10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.32M 112,545 -1,588 -1%
KAS
11
Kestra Advisory Services
Texas
$2.78M 94,372 +12,687 +16%
MFS
12
Mattson Financial Services
Michigan
$2.08M 70,505 +70,505 New
LPL Financial
13
LPL Financial
California
$1.59M 54,013 +579 +1%
DLHL
14
Donald L. Hagan LLC
Florida
$1.42M 48,018 -3,945 -8%
HI
15
Harbour Investments
Wisconsin
$1.27M 43,124 -63,737 -60%
ECA
16
Elevated Capital Advisors
Utah
$1.1M 37,279 +37,279 New
Jane Street
17
Jane Street
New York
$1.06M 36,003 -12,154 -25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.05M 35,570 +12,289 +53%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$902K 30,577 -44,578 -59%
CRWM
20
Castle Rock Wealth Management
California
$850K 28,764 -1,103 -4%
OMC
21
Old Mission Capital
Illinois
$783K 26,545 +26,545 New
SB
22
Strategic Blueprint
Georgia
$756K 25,631 -70 -0.3%
EMAM
23
Encompass More Asset Management
California
$710K 24,048 +4,208 +21%
CF
24
Centaurus Financial
California
$623K 21,114 – –
Citadel Advisors
25
Citadel Advisors
Florida
$607K 20,582 +20,582 New
1
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