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AllianzIM U.S. Large Cap Buffer20 Oct ETF

31 hedge funds and large institutions have $71.2M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$15.3M +$3.58M +122,761 +30%
Osaic Holdings
2
Osaic Holdings
Arizona
$11.9M -$1.84M -63,156 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.22M -$406K -13,941 -6%
KAS
4
Kestra Advisory Services
Texas
$5.79M -$3.92M -134,396 -40%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.47M +$127K +4,348 +3%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$3M +$11.6K +398 +0.4%
FHC
7
First Heartland Consultants
Missouri
$2.96M -$1.25M -43,059 -30%
AWS
8
Atria Wealth Solutions
New York
$2.57M -$646K -22,175 -20%
CAG
9
Compass Advisory Group
New York
$2.4M -$82.2K -2,820 -3%
SB
10
Strategic Blueprint
Georgia
$1.94M -$68.3K -2,346 -3%
WP
11
WealthSource Partners
California
$1.89M -$583 -20 -0%
CF
12
Centaurus Financial
California
$1.45M +$1.45M +49,734 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.44M -$185K -6,363 -11%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.35M +$33.6K +1,154 +3%
NFG
15
Nations Financial Group
Iowa
$1.24M -$31.8K -1,092 -3%
CAN
16
Cetera Advisor Networks
California
$1.17M -$2.45K -84 -0.2%
LPL Financial
17
LPL Financial
California
$1.14M +$925K +31,755 +434%
OWA
18
Outlook Wealth Advisors
Texas
$911K -$41.2K -1,413 -4%
AIMU
19
Allianz Investment Management US
Minnesota
$727K -$1.61M -55,500 -69%
DFA
20
DHJJ Financial Advisors
Illinois
$659K -$8.1K -283 -1%
CA
21
Cetera Advisors
Colorado
$611K -$95.5K -3,277 -14%
AWM
22
Accurate Wealth Management
Florida
$587K +$326K +11,188 +125%
OMC
23
Old Mission Capital
Illinois
$577K -$264K -9,056 -31%
HWM
24
HB Wealth Management
Georgia
$289K -$29.6K -1,017 -9%
TSS
25
Two Sigma Securities
New York
$215K +$215K +7,374 New