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

46 hedge funds and large institutions have $104M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.21M
2
BFWM
Bright Futures Wealth Management
New York
+$2.27M
3
HI
Harbour Investments
Wisconsin
+$876K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$852K
5
CAG
Csenge Advisory Group
Florida
+$724K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$941K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$830K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$557K
4
KAS
Kestra Advisory Services
Texas
-$411K
5
UBS Group
UBS Group
Switzerland
-$381K
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
26
DHJJ Financial Advisors
Illinois
$582K -$119K -3,393 -17%
CAC
27
Certified Advisory Corp
Florida
$479K – – –
CRWM
28
Castle Rock Wealth Management
California
$419K +$419K +11,978 New
WG
29
Wealth Group
North Carolina
$367K – – –
DI
30
Diligent Investors
California
$365K -$35.1K -1,000 -9%
HWM
31
HB Wealth Management
Georgia
$348K – – –
SL
32
Sentinus LLC
Illinois
$338K +$107K +2,840 +47%
AA
33
Advisory Alpha
Michigan
$329K +$329K +9,362 New
AAS
34
Avantax Advisory Services
Texas
$265K +$265K +7,557 New
PIA
35
Panoramic Investment Advisors
Colorado
$263K +$263K +7,500 New
CPA
36
Clear Point Advisors
New York
$256K – – –
PAG
37
Private Advisor Group
New Jersey
$232K – – –
BAM
38
Belpointe Asset Management
Nevada
$228K – – –
SWM
39
Spire Wealth Management
Virginia
$194K – – –
AIMU
40
Allianz Investment Management US
Minnesota
$175K – – –
IA
41
IFP Advisors
Florida
$173K – – –
AF
42
Advisornet Financial
Minnesota
$108K – – –
CA
43
CoreCap Advisors
Michigan
$34K -$68.9K -1,962 -67%
SPIA
44
Steward Partners Investment Advisory
New York
$23K – – –
FNWA
45
Financial Network Wealth Advisors
Utah
$19.5K – – –
FFA
46
Farther Finance Advisors
California
$702 – – –
OMC
47
Old Mission Capital
Illinois
– -$941K -27,274 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$830K -24,059 Closed
UBS Group
49
UBS Group
Switzerland
– -$381K -11,055 Closed
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