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AllianzIM U.S. Large Cap Buffer20 Oct ETF

43 hedge funds and large institutions have $102M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAC
26
Certified Advisory Corp
Florida
$462K -$3.05K -90 -0.7%
SWM
27
Spire Wealth Management
Virginia
$447K -$34 -1 -0%
DI
28
Diligent Investors
California
$386K
WG
29
Wealth Group
North Carolina
$354K +$354K +10,452 New
HWM
30
HB Wealth Management
Georgia
$335K
PIA
31
Panoramic Investment Advisors
Colorado
$254K
CPA
32
Clear Point Advisors
New York
$247K
OMC
33
Old Mission Capital
Illinois
$233K +$233K +6,870 New
PAG
34
Private Advisor Group
New Jersey
$223K
BAM
35
Belpointe Asset Management
Nevada
$220K +$220K +6,490 New
FHC
36
First Heartland Consultants
Missouri
$201K -$102K -3,012 -34%
HI
37
Harbour Investments
Wisconsin
$199K +$3.39K +100 +2%
AIMU
38
Allianz Investment Management US
Minnesota
$169K
IA
39
IFP Advisors
Florida
$167K
UBS Group
40
UBS Group
Switzerland
$147K +$62.1K +1,834 +73%
AF
41
Advisornet Financial
Minnesota
$104K -$33.9K -1,000 -25%
CA
42
CoreCap Advisors
Michigan
$103K +$103K +3,053 New
FFA
43
Farther Finance Advisors
California
$677
CW
44
CreativeOne Wealth
Kansas
-$210K -6,414 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$33 -1 Closed