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AllianzIM U.S. Large Cap Buffer20 Mar ETF

36 hedge funds and large institutions have $38.5M invested in AllianzIM U.S. Large Cap Buffer20 Mar ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$12.2M +$483K +15,555 +4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.14M -$670K -21,569 -14%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.79M -$3.29K -106 -0.1%
KAS
4
Kestra Advisory Services
Texas
$2.3M -$240K -7,739 -9%
AWS
5
Atria Wealth Solutions
New York
$2.11M -$707K -22,773 -25%
LPL Financial
6
LPL Financial
California
$1.64M -$15.9K -513 -1%
Raymond James Financial
7
Raymond James Financial
Florida
$1.22M +$1.22M +39,431 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.1M +$423K +13,609 +62%
OMC
9
Old Mission Capital
Illinois
$1.02M -$1.1M -35,405 -52%
HI
10
Harbour Investments
Wisconsin
$963K -$102K -3,284 -10%
CRWM
11
Castle Rock Wealth Management
California
$909K
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$760K -$161K -5,184 -17%
SB
13
Strategic Blueprint
Georgia
$658K -$109K -3,504 -14%
CF
14
Centaurus Financial
California
$633K -$22.9K -737 -3%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$585K +$2.95K +95 +0.5%
SWM
16
Spire Wealth Management
Virginia
$575K +$575K +18,532 New
Citadel Advisors
17
Citadel Advisors
Florida
$553K +$169K +5,450 +44%
Goldman Sachs
18
Goldman Sachs
New York
$552K +$552K +17,792 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$497K -$5.68M -182,862 -92%
ECA
20
Elevated Capital Advisors
Utah
$491K -$56.1K -1,807 -10%
PA
21
PFG Advisors
Arizona
$488K -$40.9K -1,316 -8%
GRP
22
Global Retirement Partners
California
$472K +$472K +15,194 New
JSA
23
Jim Saulnier & Associates
Colorado
$388K
FFN
24
Focus Financial Network
Minnesota
$382K
BWM
25
BCGM Wealth Management
Indiana
$314K