OCTW icon

AllianzIM U.S. Large Cap Buffer20 Oct ETF

41 hedge funds and large institutions have $101M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
19
Reduced
4
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
$40.3M +$2.29M +69,852 +6%
Osaic Holdings
2
Osaic Holdings
Arizona
$8.05M +$1.31M +40,100 +19%
KAS
3
Kestra Advisory Services
Texas
$7.25M +$472K +14,438 +7%
RJA
4
Raymond James & Associates
Florida
$6.55M +$143K +4,378 +2%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.65M -$48.5K -1,482 -1%
CF
6
Centaurus Financial
California
$2.97M +$697K +21,313 +31%
AWS
7
Atria Wealth Solutions
New York
$2.77M +$885K +27,052 +47%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.74M +$694K +21,219 +34%
CAG
9
Compass Advisory Group
New York
$2.67M +$7.17K +219 +0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.57M +$2.57M +78,508 New
SB
11
Strategic Blueprint
Georgia
$2.52M +$535K +16,358 +27%
PA
12
PFG Advisors
Arizona
$2.12M +$2.12M +64,654 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.62M +$1.33M +40,570 +455%
LIWM
14
Long Island Wealth Management
New York
$1.49M +$1.49M +45,541 New
NFG
15
Nations Financial Group
Iowa
$1.26M -$75.9K -2,319 -6%
CAN
16
Cetera Advisor Networks
California
$1.08M +$189K +5,789 +21%
WP
17
WealthSource Partners
California
$1.04M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.02M +$301K +9,197 +42%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$992K +$434K +13,274 +78%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$905K +$71.7K +2,192 +9%
LPL Financial
21
LPL Financial
California
$886K +$405K +12,368 +84%
CA
22
Cetera Advisors
Colorado
$771K +$130K +3,970 +20%
DFA
23
DHJJ Financial Advisors
Illinois
$676K -$34.8K -1,065 -5%
LNC
24
Lincoln National Corp
Pennsylvania
$584K +$584K +17,851 New
CAC
25
Certified Advisory Corp
Florida
$449K +$449K +13,724 New