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AllianzIM U.S. Large Cap Buffer20 Oct ETF

87 hedge funds and large institutions have $343M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+41
Holders Change %
+89.13%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
49
Increased
17
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$1.66M +$98.9K +2,781 +6%
HI
27
Harbour Investments
Wisconsin
$1.56M +$469K +13,180 +43%
GM
28
GeoWealth Management
Illinois
$1.28M +$1.28M +36,080 New
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$1.15M -$108K -3,044 -9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.15M +$92.2K +2,591 +9%
AAS
31
Avantax Advisory Services
Texas
$1.11M +$838K +23,555 +312%
SW
32
SMART Wealth
Nebraska
$1.08M +$1.08M +30,407 New
SRA
33
Secured Retirement Advisors
Minnesota
$1.03M +$1.03M +29,095 New
NFG
34
Nations Financial Group
Iowa
$876K -$53.6K -1,507 -6%
LIWM
35
Long Island Wealth Management
New York
$842K -$426K -11,970 -34%
LI
36
LifeWealth Investments
Florida
$839K +$839K +23,607 New
SWM
37
Spire Wealth Management
Virginia
$793K +$597K +16,779 +303%
WP
38
WealthPLAN Partners
Nebraska
$706K +$706K +19,857 New
RCWM
39
Red Crane Wealth Management
California
$687K +$687K +19,310 New
Jane Street
40
Jane Street
New York
$680K +$680K +19,120 New
LRWM
41
Lord & Richards Wealth Management
Colorado
$670K +$670K +18,847 New
FA
42
FSA Advisors
Michigan
$587K +$587K +16,500 New
CAC
43
Certified Advisory Corp
Florida
$586K +$101K +2,835 +21%
WIM
44
WealthPlan Investment Management
Nebraska
$563K +$563K +15,833 New
DAS
45
Diversify Advisory Services
Utah
$542K -$49.6K -1,400 -8%
CAG
46
Csenge Advisory Group
Florida
$521K -$210K -5,912 -29%
DFA
47
DHJJ Financial Advisors
Illinois
$459K -$131K -3,695 -22%
FIA
48
Foundations Investment Advisors
Arizona
$435K +$435K +12,221 New
CRWM
49
Castle Rock Wealth Management
California
$434K
FFN
50
Focus Financial Network
Minnesota
$388K +$388K +10,912 New