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AllianzIM U.S. Large Cap Buffer20 May ETF

24 hedge funds and large institutions have $64.3M invested in AllianzIM U.S. Large Cap Buffer20 May ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$20.2M -$6.62M -257,437 -25%
KAS
2
Kestra Advisory Services
Texas
$15.9M +$230K +8,935 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.02M -$648K -25,204 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.18M +$1.19M +46,136 +30%
AIMU
5
Allianz Investment Management US
Minnesota
$5.1M
AWS
6
Atria Wealth Solutions
New York
$3.6M -$106K -4,113 -3%
SB
7
Strategic Blueprint
Georgia
$1.56M +$1.56M +60,529 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.19M -$178K -6,936 -13%
OWA
9
Outlook Wealth Advisors
Texas
$976K +$31.4K +1,221 +3%
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$553K +$553K +21,537 New
CAN
11
Cetera Advisor Networks
California
$542K
HI
12
Harbour Investments
Wisconsin
$542K -$516K -20,094 -49%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$398K -$567K -22,077 -59%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$335K -$323K -12,572 -49%
LNC
15
Lincoln National Corp
Pennsylvania
$314K
CA
16
Cetera Advisors
Colorado
$276K -$3.78M -147,276 -93%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$269K +$12.7K +494 +5%
CF
18
Centaurus Financial
California
$206K
IPW
19
Impact Partnership Wealth
Georgia
$146K +$36K +1,402 +33%
Bank of America
20
Bank of America
North Carolina
$14.3K +$14.3K +555 New
OLVIG
21
Oliver Lagore Vanvalin Investment Group
Michigan
$10.9K -$42.8K -1,667 -80%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$10.9K +$10.9K +423 New
AWA
23
Authentikos Wealth Advisory
California
$3.68K -$252K -9,795 -99%
UBS Group
24
UBS Group
Switzerland
$1.54K +$1.54K +60 New
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
-$689K -26,625 Closed