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AllianzIM U.S. Large Cap Buffer20 Oct ETF

33 hedge funds and large institutions have $130M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$54.6M +$9.19M +330,242 +20%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.1M +$5.59M +200,723 +74%
AWM
3
AE Wealth Management
Kansas
$11.2M -$5.81M -208,912 -34%
KAS
4
Kestra Advisory Services
Texas
$9.28M -$1.21M -43,516 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.33M +$1.44M +51,756 +29%
BBPWM
6
Blue Bell Private Wealth Management
Pennsylvania
$4.15M +$4.15M +149,152 New
FHC
7
First Heartland Consultants
Missouri
$4.02M -$126K -4,510 -3%
AWS
8
Atria Wealth Solutions
New York
$3.07M +$995K +35,764 +48%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.86M +$2.86M +102,673 New
CAG
10
Compass Advisory Group
New York
$2.43M +$38.2K +1,344 +2%
AIMU
11
Allianz Investment Management US
Minnesota
$2.24M -$9.1M -327,500 -80%
SB
12
Strategic Blueprint
Georgia
$1.92M +$826K +29,672 +75%
WP
13
WealthSource Partners
California
$1.81M +$1.21M +43,535 +202%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.55M +$449K +16,145 +41%
OIA
15
OneDigital Investment Advisors
Kansas
$1.54M +$1.54M +55,200 New
IA
16
IFP Advisors
Florida
$1.35M +$394K +15,748 +41%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.26M -$122K -4,380 -9%
NFG
18
Nations Financial Group
Iowa
$1.21M +$35.6K +1,278 +3%
CAN
19
Cetera Advisor Networks
California
$1.12M +$753K +27,057 +208%
OWA
20
Outlook Wealth Advisors
Texas
$910K +$910K +32,699 New
OMC
21
Old Mission Capital
Illinois
$803K +$803K +28,853 New
Citadel Advisors
22
Citadel Advisors
Florida
$680K +$680K +24,450 New
CA
23
Cetera Advisors
Colorado
$675K +$341K +12,239 +102%
DFA
24
DHJJ Financial Advisors
Illinois
$649K -$1.53K -55 -0.2%
HWM
25
HB Wealth Management
Georgia
$304K +$304K +10,925 New