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AllianzIM U.S. Large Cap Buffer20 Sep ETF
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Overview Fund Activity

52 hedge funds and large institutions have $177M invested in AllianzIM U.S. Large Cap Buffer20 Sep ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+27
Holders Change %
+108%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
31
Increased
14
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$91M
2
LAS
Lloyd Advisory Services
Georgia
+$15.5M
3
OWA
Outlook Wealth Advisors
Texas
+$7.66M
4
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$6.52M
5
AAM
American Asset Management
Florida
+$4.2M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$5.52M
2
OMC
Old Mission Capital
Illinois
-$805K
3
Citadel Advisors
Citadel Advisors
Florida
-$203K
4
UBS Group
UBS Group
Switzerland
-$56.7K
5
BWM
BCGM Wealth Management
Indiana
-$52.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
KFG
26
Kingdom Financial Group
Arizona
$746K +$746K +26,165 New
FFN
27
Focus Financial Network
Minnesota
$734K +$734K +25,726 New
PIS
28
POM Investment Strategies
North Carolina
$647K +$647K +22,677 New
GS
29
GTS Securities
New York
$635K +$635K +22,246 New
JPLA
30
Joseph P. Lucia & Associates
New York
$622K +$622K +21,790 New
WP
31
WealthPLAN Partners
Nebraska
$600K +$600K +21,021 New
PA
32
PFG Advisors
Arizona
$504K +$5.08K +178 +1%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$503K +$298K +10,440 +145%
OPA
34
Old Port Advisors
Maine
$327K +$99.8K +3,500 +44%
FHC
35
First Heartland Consultants
Missouri
$317K +$12.1K +424 +4%
SB
36
Strategic Blueprint
Georgia
$304K -$12.4K -435 -4%
WIM
37
WealthPlan Investment Management
Nebraska
$281K +$281K +9,840 New
KWM
38
Kingsview Wealth Management
Oregon
$279K +$279K +9,765 New
AFG
39
Allegheny Financial Group
Pennsylvania
$261K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$233K +$233K +8,158 New
BFAG
41
Blackston Financial Advisory Group
Florida
$222K +$222K +7,779 New
CW
42
CreativeOne Wealth
Kansas
$217K +$217K +7,600 New
SF
43
Slagle Financial
Illinois
$203K +$203K +7,102 New
AIMU
44
Allianz Investment Management US
Minnesota
$142K -$5.52M -193,906 -97%
FFA
45
Farther Finance Advisors
California
$141K -$599 -21 -0.4%
CFD
46
Creative Financial Designs
Indiana
$66.6K +$66.6K +2,335 New
NS
47
NBC Securities
Alabama
$59K +$59K +2,081 New
PA
48
Pineridge Advisors
Missouri
$48.9K +$48.9K +1,714 New
CPA
49
Clear Point Advisors
New York
$14.3K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$9.5K +$9.5K +333 New
1
2
3