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AllianzIM U.S. Large Cap Buffer10 Oct ETF
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Overview Fund Activity

46 hedge funds and large institutions have $127M invested in AllianzIM U.S. Large Cap Buffer10 Oct ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 11 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+21
Holders Change %
+84%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
25
Increased
11
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$65.8M
2
WIM
WealthPlan Investment Management
Nebraska
+$6.69M
3
WP
WealthPLAN Partners
Nebraska
+$3.85M
4
SW
SMART Wealth
Nebraska
+$3.66M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.52M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$7.61M
2
FNWA
Financial Network Wealth Advisors
Utah
-$117K
3
NS
NBC Securities
Alabama
-$23K
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
-$6.54K
5
UBS Group
UBS Group
Switzerland
-$4.77K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
26
Bleakley Financial Group
New Jersey
$470K – – –
GS
27
GTS Securities
New York
$371K +$371K +9,700 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$347K +$347K +9,076 New
NFG
29
Nations Financial Group
Iowa
$311K – – –
BOSSRA
30
B.O.S.S. Retirement Advisors
Utah
$274K +$274K +7,180 New
KAS
31
Kestra Advisory Services
Texas
$273K +$273K +7,135 New
SB
32
Strategic Blueprint
Georgia
$255K +$255K +6,668 New
LRWM
33
Lord & Richards Wealth Management
Colorado
$239K +$239K +6,251 New
Raymond James Financial
34
Raymond James Financial
Florida
$230K +$230K +6,018 New
FFN
35
Focus Financial Network
Minnesota
$229K +$229K +5,983 New
MFA
36
Mayflower Financial Advisors
Massachusetts
$227K – – –
AWE
37
Avidian Wealth Enterprises
Texas
$210K +$210K +5,485 New
NWA
38
Navis Wealth Advisors
New York
$206K +$206K +5,384 New
AIMU
39
Allianz Investment Management US
Minnesota
$191K -$7.61M -199,250 -98%
GM
40
GeoWealth Management
Illinois
$124K +$124K +3,240 New
AF
41
Advisornet Financial
Minnesota
$45.7K – – –
CFD
42
Creative Financial Designs
Indiana
$34.4K – – –
FHC
43
First Heartland Consultants
Missouri
$20.1K +$20.1K +5,235 New
NMG
44
New Millennium Group
Utah
$11.7K +$11.7K +307 New
PS
45
Principal Securities
Iowa
$4.78K – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$2.71K – – –
FNWA
47
Financial Network Wealth Advisors
Utah
– -$117K -3,114 Closed
NS
48
NBC Securities
Alabama
– -$23K -633 Closed
UBS Group
49
UBS Group
Switzerland
– -$4.77K -127 Closed
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