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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
$8.31M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
$191K
2
FNWA
Financial Network Wealth Advisors
Utah
$0
3
NS
NBC Securities
Alabama
$0
4
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$1.58M
5
UBS Group
UBS Group
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$65.8M +$65.8M +1,721,993 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.31M +$3.52M +92,105 +73%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.43M +$3.37M +88,206 +83%
WIM
4
WealthPlan Investment Management
Nebraska
$6.69M +$6.69M +175,022 New
FWM
5
FSR Wealth Management
Illinois
$4.64M +$4.64M +121,472 New
SL
6
Sentinus LLC
Illinois
$4.48M +$3.37M +88,299 +305%
WP
7
WealthPLAN Partners
Nebraska
$3.85M +$3.85M +100,628 New
SW
8
SMART Wealth
Nebraska
$3.66M +$3.66M +95,783 New
FI
9
FWG Investments
Kentucky
$2.76M +$2.76M +72,335 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.43M +$698K +18,261 +40%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$1.58M -$6.54K -171 -0.4%
LPL Financial
12
LPL Financial
California
$1.38M +$388K +10,150 +39%
CF
13
Centaurus Financial
California
$1.18M +$598K +15,643 +103%
Jane Street
14
Jane Street
New York
$1.02M +$1.02M +26,772 New
Q1WB
15
Quest 10 Wealth Builders
Virginia
$1.02M +$1.02M +26,732 New
AWS
16
Atria Wealth Solutions
New York
$968K +$968K +25,337 New
CAG
17
Csenge Advisory Group
Florida
$866K +$293K +7,654 +51%
AAS
18
Avantax Advisory Services
Texas
$807K +$807K +21,114 New
SWM
19
Spire Wealth Management
Virginia
$733K +$111K +2,895 +18%
FA
20
FSA Advisors
Michigan
$642K +$642K +16,795 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$639K +$217K +5,678 +51%
HI
22
Harbour Investments
Wisconsin
$633K +$115K +3,014 +22%
LI
23
LifeWealth Investments
Florida
$518K +$518K +13,564 New
PIA
24
Panoramic Investment Advisors
Colorado
$506K – – –
Citadel Advisors
25
Citadel Advisors
Florida
$488K +$182K +4,771 +60%
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