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

35 hedge funds and large institutions have $49.6M invested in AllianzIM U.S. Large Cap Buffer20 Nov ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+13
Holders Change %
+59.09%
% of All Funds
0.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
18
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$8.77M
2
AAM
American Asset Management
Florida
+$8.35M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.84M
4
CRWM
Castle Rock Wealth Management
California
+$1.31M
5
HI
Harbour Investments
Wisconsin
+$1.23M

Top Sellers

1
Jane Street
Jane Street
New York
-$755K
2
OMC
Old Mission Capital
Illinois
-$528K
3
AWM
AE Wealth Management
Kansas
-$391K
4
OIA
OneDigital Investment Advisors
Kansas
-$218K
5
UBS Group
UBS Group
Switzerland
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$8.77M +$8.77M +283,254 New
AAM
2
American Asset Management
Florida
$8.35M +$8.35M +269,760 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.84M +$594K +19,194 +10%
KAS
4
Kestra Advisory Services
Texas
$4.27M +$1.16M +37,379 +37%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.28M +$1.02M +33,058 +45%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.24M +$351K +11,346 +19%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.12M +$1.84M +59,348 +660%
Raymond James Financial
8
Raymond James Financial
Florida
$1.5M +$1.5M +48,300 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.45M +$1.08M +34,900 +292%
CRWM
10
Castle Rock Wealth Management
California
$1.31M +$1.31M +41,480 New
HI
11
Harbour Investments
Wisconsin
$1.27M +$1.23M +39,651 +2,763%
SWM
12
Spire Wealth Management
Virginia
$1.16M +$1.16M +37,296 New
Citadel Advisors
13
Citadel Advisors
Florida
$607K +$138K +4,441 +29%
AWS
14
Atria Wealth Solutions
New York
$562K +$562K +18,132 New
JPLA
15
Joseph P. Lucia & Associates
New York
$558K +$558K +18,009 New
LPL Financial
16
LPL Financial
California
$545K -$93.6K -3,022 -15%
SB
17
Strategic Blueprint
Georgia
$515K -$157K -5,078 -23%
FFN
18
Focus Financial Network
Minnesota
$436K +$436K +14,089 New
SWP
19
Sagespring Wealth Partners
Tennessee
$411K +$411K +13,262 New
HAS
20
HBW Advisory Services
California
$381K +$381K +12,297 New
IA
21
IFP Advisors
Florida
$378K -$104K -3,364 -22%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$341K +$341K +11,003 New
GFG
23
Grantvest Financial Group
New Jersey
$293K +$293K +9,476 New
CF
24
Centaurus Financial
California
$289K – – –
MIAS
25
Mason Investment Advisory Services
Virginia
$283K +$283K +9,152 New
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