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AllianzIM U.S. Large Cap Buffer20 Oct ETF

87 hedge funds and large institutions have $343M invested in AllianzIM U.S. Large Cap Buffer20 Oct ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+41
Holders Change %
+89.13%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
49
Increased
17
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$97.7M +$97.7M +2,748,263 New
AWM
2
AE Wealth Management
Kansas
$59.1M +$59.1M +1,662,689 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44.7M +$2.59M +72,764 +6%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$11.9M +$9.38M +263,896 +368%
Raymond James Financial
5
Raymond James Financial
Florida
$11.2M +$11.2M +314,962 New
LAS
6
Lloyd Advisory Services
Georgia
$11M +$11M +308,429 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.8M +$8.3M +233,533 +332%
KAS
8
Kestra Advisory Services
Texas
$9.48M +$1.98M +55,722 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.28M +$2.98M +83,737 +69%
CF
10
Centaurus Financial
California
$6.83M +$3.69M +103,827 +118%
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$5.58M +$5.58M +156,940 New
FWM
12
FSR Wealth Management
Illinois
$4.66M +$4.66M +131,156 New
AWS
13
Atria Wealth Solutions
New York
$4.65M +$2.25M +63,152 +93%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$4.14M -$32.6K -916 -0.8%
OWA
15
Outlook Wealth Advisors
Texas
$4.12M +$4.12M +115,823 New
BFA
16
Brown Financial Advisors
Ohio
$3.43M +$3.43M +96,414 New
HBS
17
Howard Bailey Securities
Indiana
$2.75M +$2.75M +77,269 New
MML Investors Services
18
MML Investors Services
Massachusetts
$2.64M +$2.64M +74,240 New
CAG
19
Compass Advisory Group
New York
$2.53M -$17.8K -500 -0.7%
PA
20
PFG Advisors
Arizona
$2.24M +$52.4K +1,475 +2%
GLR
21
Great Lakes Retirement
Ohio
$2.13M +$2.13M +59,942 New
PW
22
Paladin Wealth
Minnesota
$2.12M +$2.12M +59,661 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.96M +$1.96M +55,124 New
SB
24
Strategic Blueprint
Georgia
$1.7M -$938K -26,373 -36%
AWA
25
Authentikos Wealth Advisory
California
$1.67M +$1.67M +46,914 New