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AllianzIM U.S. Large Cap Buffer20 Nov ETF

18 hedge funds and large institutions have $22.1M invested in AllianzIM U.S. Large Cap Buffer20 Nov ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$5.02M -$444K -15,934 -8%
AIMU
2
Allianz Investment Management US
Minnesota
$4.52M -$884K -31,769 -16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.49M -$1.16M -41,630 -25%
KAS
4
Kestra Advisory Services
Texas
$2.16M -$814K -29,213 -27%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.33M +$1.33M +47,626 New
IA
6
IFP Advisors
Florida
$1.22M
CA
7
Cetera Advisors
Colorado
$873K -$296K -10,640 -25%
SB
8
Strategic Blueprint
Georgia
$849K +$49.7K +1,783 +6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$561K -$39.4K -1,413 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$483K -$597K -21,441 -55%
CAN
11
Cetera Advisor Networks
California
$307K -$371K -13,313 -55%
Citadel Advisors
12
Citadel Advisors
Florida
$270K -$68.9K -2,472 -20%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$219K
LPL Financial
14
LPL Financial
California
$209K +$209K +7,494 New
AA
15
Advisory Alpha
Michigan
$205K +$205K +7,375 New
WP
16
WealthSource Partners
California
$201K +$201K +7,200 New
UBS Group
17
UBS Group
Switzerland
$89.7K +$39.6K +1,422 +79%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$65.5K +$16.1K +577 +33%
OMC
19
Old Mission Capital
Illinois
-$504K -19,112 Closed
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
-$418K -15,845 Closed
AWS
21
Atria Wealth Solutions
New York
-$265K -10,054 Closed