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AllianzIM U.S. Large Cap Buffer20 Oct ETF

46 hedge funds and large institutions have $104M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$41.6M +$3.21M +91,485 +8%
KAS
2
Kestra Advisory Services
Texas
$7.4M -$411K -11,706 -5%
RJA
3
Raymond James & Associates
Florida
$7.04M +$42.2K +1,201 +0.6%
Osaic Holdings
4
Osaic Holdings
Arizona
$4.25M -$377K -10,748 -8%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$4.12M -$209K -5,962 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.42M +$691K +19,673 +25%
CF
7
Centaurus Financial
California
$3.1M +$54.2K +1,545 +2%
SB
8
Strategic Blueprint
Georgia
$2.6M -$28.1K -801 -1%
CAG
9
Compass Advisory Group
New York
$2.52M -$133K -3,791 -5%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.51M +$14K +398 +0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.47M -$557K -15,868 -18%
AWS
12
Atria Wealth Solutions
New York
$2.37M -$265K -7,556 -10%
BFWM
13
Bright Futures Wealth Management
New York
$2.27M +$2.27M +64,416 New
PA
14
PFG Advisors
Arizona
$2.15M -$28.5K -811 -1%
LPL Financial
15
LPL Financial
California
$1.54M +$238K +6,767 +18%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$1.39M +$852K +24,287 +158%
LIWM
17
Long Island Wealth Management
New York
$1.25M -$50K -1,425 -4%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$1.24M +$138K +3,925 +12%
HI
19
Harbour Investments
Wisconsin
$1.08M +$876K +24,959 +432%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.04M -$22.1K -630 -2%
NFG
21
Nations Financial Group
Iowa
$918K -$5.86K -167 -0.6%
Citadel Advisors
22
Citadel Advisors
Florida
$762K +$169K +4,817 +29%
OIA
23
OneDigital Investment Advisors
Kansas
$727K
CAG
24
Csenge Advisory Group
Florida
$724K +$724K +20,578 New
DAS
25
Diversify Advisory Services
Utah
$590K -$141K -4,000 -19%