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AllianzIM U.S. Large Cap Buffer20 Oct ETF

43 hedge funds and large institutions have $102M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
16
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
$40.4M -$1.26M -37,288 -3%
KAS
2
Kestra Advisory Services
Texas
$7.51M +$5.28K +156 +0.1%
RJA
3
Raymond James & Associates
Florida
$6.79M +$13.3K +393 +0.2%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.5M -$2.83M -83,650 -34%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.72M -$91.4K -2,699 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.32M +$482K +14,229 +17%
CF
7
Centaurus Financial
California
$2.99M -$77.6K -2,292 -3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$2.77M +$109K +3,216 +4%
CAG
9
Compass Advisory Group
New York
$2.76M -$1.76K -52 -0.1%
AWS
10
Atria Wealth Solutions
New York
$2.7M -$168K -4,961 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.6M +$1.67M +49,221 +178%
SB
12
Strategic Blueprint
Georgia
$2.6M -$12.2K -359 -0.5%
PA
13
PFG Advisors
Arizona
$2.19M
LIWM
14
Long Island Wealth Management
New York
$1.27M -$268K -7,921 -17%
LPL Financial
15
LPL Financial
California
$1.2M +$285K +8,424 +31%
CAN
16
Cetera Advisor Networks
California
$1.12M +$10.2K +302 +0.9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.06M
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.05M +$28K +828 +3%
NFG
19
Nations Financial Group
Iowa
$936K -$372K -10,979 -28%
Jane Street
20
Jane Street
New York
$933K +$933K +27,565 New
CA
21
Cetera Advisors
Colorado
$900K +$102K +3,021 +13%
DFA
22
DHJJ Financial Advisors
Illinois
$682K -$17.8K -525 -3%
LNC
23
Lincoln National Corp
Pennsylvania
$596K -$7.96K -235 -1%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$570K -$1.11M -32,655 -66%
Citadel Advisors
25
Citadel Advisors
Florida
$497K +$154K +4,540 +45%