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AllianzIM U.S. Large Cap Buffer10 Sep ETF
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Overview Fund Activity

25 hedge funds and large institutions have $14.3M invested in AllianzIM U.S. Large Cap Buffer10 Sep ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$416K
2
KAS
Kestra Advisory Services
Texas
$411K
3
OMC
Old Mission Capital
Illinois
$389K
4
AAS
Avantax Advisory Services
Texas
$275K
5
AWS
Atria Wealth Solutions
New York
$1.92M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$386K
2
WIM
WealthPlan Investment Management
Nebraska
$0
3
WP
WealthPLAN Partners
Nebraska
$0
4
AFS
Access Financial Services
Minnesota
$957K
5
SW
SMART Wealth
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
WealthPlan Investment Management
Nebraska
– -$7.58M -252,155 Closed
WP
27
WealthPLAN Partners
Nebraska
– -$3.89M -129,321 Closed
SW
28
SMART Wealth
Nebraska
– -$2.42M -80,316 Closed
FI
29
FWG Investments
Kentucky
– -$1.48M -49,058 Closed
GS
30
GTS Securities
New York
– -$601K -20,000 Closed
CAG
31
Csenge Advisory Group
Florida
– -$432K -14,308 Closed
Bank of America
32
Bank of America
North Carolina
– -$5.23K -174 Closed
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