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AllianzIM U.S. Large Cap Buffer20 Oct ETF

28 hedge funds and large institutions have $78.9M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
-3
Holders Change %
-9.68%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$42.1M -$16M -525,486 -28%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.19M -$5.2M -171,054 -42%
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$4.65M -$21.9K -721 -0.5%
KAS
4
Kestra Advisory Services
Texas
$3.75M -$2.3M -75,671 -38%
CAG
5
Compass Advisory Group
New York
$2.5M -$6.33K -208 -0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.32M +$2.32M +76,136 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.26M -$4.24M -139,349 -65%
CF
8
Centaurus Financial
California
$2.23M +$721K +23,707 +48%
SB
9
Strategic Blueprint
Georgia
$1.87M -$161K -5,284 -8%
AWS
10
Atria Wealth Solutions
New York
$1.47M -$1.21M -39,860 -45%
NFG
11
Nations Financial Group
Iowa
$1.28M -$10.4K -341 -0.8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.02M -$476K -15,646 -32%
WP
13
WealthSource Partners
California
$934K -$1.04M -34,315 -53%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$818K -$593K -19,490 -42%
CAN
15
Cetera Advisor Networks
California
$800K -$417K -13,703 -34%
DFA
16
DHJJ Financial Advisors
Illinois
$686K -$14K -460 -2%
LPL Financial
17
LPL Financial
California
$633K -$556K -18,284 -47%
CA
18
Cetera Advisors
Colorado
$625K -$13.7K -450 -2%
HWM
19
HB Wealth Management
Georgia
$301K
TSS
20
Two Sigma Securities
New York
$279K +$55K +1,807 +25%
FHC
21
First Heartland Consultants
Missouri
$276K -$2.81M -92,386 -91%
OMC
22
Old Mission Capital
Illinois
$205K -$398K -13,071 -66%
PAG
23
Private Advisor Group
New Jersey
$201K +$201K +6,600 New
AIMU
24
Allianz Investment Management US
Minnesota
$152K -$608K -20,000 -80%
AF
25
Advisornet Financial
Minnesota
$124K