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AllianzIM U.S. Large Cap Buffer20 Nov ETF

25 hedge funds and large institutions have $21.9M invested in AllianzIM U.S. Large Cap Buffer20 Nov ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+10
Holders Change %
+66.67%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
8
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.92M +$3.13M +110,218 +112%
KAS
2
Kestra Advisory Services
Texas
$2.18M +$76.5K +2,693 +4%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.17M +$971K +34,182 +81%
Jane Street
4
Jane Street
New York
$1.51M +$1.51M +53,171 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.41M -$659K -23,200 -32%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.08M +$1.08M +37,945 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$973K +$581K +20,450 +148%
CA
8
Cetera Advisors
Colorado
$860K +$5.68K +200 +0.7%
CAN
9
Cetera Advisor Networks
California
$847K +$535K +18,822 +171%
SB
10
Strategic Blueprint
Georgia
$728K -$85.7K -3,016 -11%
Citadel Advisors
11
Citadel Advisors
Florida
$555K +$555K +19,547 New
LNC
12
Lincoln National Corp
Pennsylvania
$497K +$497K +17,514 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$463K +$240K +8,436 +107%
IA
14
IFP Advisors
Florida
$443K -$805K -28,340 -65%
AWM
15
AE Wealth Management
Kansas
$438K +$438K +15,257 New
LPL Financial
16
LPL Financial
California
$435K +$435K +15,317 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$348K +$82K +2,891 +31%
CF
18
Centaurus Financial
California
$265K +$265K +9,335 New
MWS
19
Maxwell Wealth Strategies
California
$212K +$212K +7,466 New
WP
20
WealthSource Partners
California
$205K +$205K +7,200 New
HI
21
Harbour Investments
Wisconsin
$151K +$151K +5,316 New
AIMU
22
Allianz Investment Management US
Minnesota
$142K -$3.47M -122,434 -96%
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$65.6K
DFA
24
DHJJ Financial Advisors
Illinois
$9.37K +$9.37K +330 New
UBS Group
25
UBS Group
Switzerland
$3.18K -$8.38K -295 -72%