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

17 hedge funds and large institutions have $20.1M invested in AllianzIM U.S. Large Cap Buffer20 Nov ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SB
Strategic Blueprint
Georgia
+$325K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$207K
3
UBS Group
UBS Group
Switzerland
+$36.9K
4
CAN
Cetera Advisor Networks
California
+$18.5K
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$4.59K

Top Sellers

1
IA
IFP Advisors
Florida
-$2.13M
2
OMC
Old Mission Capital
Illinois
-$735K
3
WP
WealthSource Partners
California
-$649K
4
Osaic Holdings
Osaic Holdings
Arizona
-$444K
5
CA
Cetera Advisors
Colorado
-$228K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.18M -$444K -16,817 -8%
AIMU
2
Allianz Investment Management US
Minnesota
$5.12M – – –
KAS
3
Kestra Advisory Services
Texas
$2.82M -$5.01K -190 -0.2%
CA
4
Cetera Advisors
Colorado
$1.11M -$228K -8,640 -17%
IA
5
IFP Advisors
Florida
$1.1M -$2.13M -85,048 -66%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.02M -$111K -4,213 -10%
SB
7
Strategic Blueprint
Georgia
$757K +$325K +12,312 +75%
CAN
8
Cetera Advisor Networks
California
$642K +$18.5K +700 +3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$568K -$104K -3,923 -15%
OMC
10
Old Mission Capital
Illinois
$504K -$735K -27,838 -59%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$418K -$39.6K -1,500 -9%
Citadel Advisors
12
Citadel Advisors
Florida
$321K -$11K -418 -3%
AWS
13
Atria Wealth Solutions
New York
$265K – – –
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$207K +$207K +7,851 New
UBS Group
15
UBS Group
Switzerland
$47.5K +$36.9K +1,399 +350%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$46.8K +$4.59K +174 +11%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$4.4K -$782 -29,649 -15%
WP
18
WealthSource Partners
California
– -$649K -25,750 Closed