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

41 hedge funds and large institutions have $44.9M invested in AllianzIM U.S. Large Cap Buffer20 Sep ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-11
Holders Change %
-21.15%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
10
Increased
4
Reduced
16
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Spire Wealth Management
Virginia
+$1.06M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$805K
3
OMC
Old Mission Capital
Illinois
+$658K
4
Citadel Advisors
Citadel Advisors
Florida
+$308K
5
HI
Harbour Investments
Wisconsin
+$213K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$91.8M
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
HBS
Howard Bailey Securities
Indiana
-$3.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$319K -$1.91K -66 -0.6%
Citadel Advisors
27
Citadel Advisors
Florida
$308K +$308K +10,641 New
RCM
28
Riggs Capital Management
Utah
$284K +$284K +9,817 New
KWM
29
Kingsview Wealth Management
Oregon
$282K – – –
AFG
30
Allegheny Financial Group
Pennsylvania
$264K – – –
MML Investors Services
31
MML Investors Services
Massachusetts
$236K – – –
CW
32
CreativeOne Wealth
Kansas
$220K – – –
AIMU
33
Allianz Investment Management US
Minnesota
$145K – – –
FFA
34
Farther Finance Advisors
California
$143K – – –
CFD
35
Creative Financial Designs
Indiana
$71.7K +$4.22K +146 +6%
GWM
36
Geneos Wealth Management
Colorado
$28.9K +$28.9K +1,000 New
PIS
37
POM Investment Strategies
North Carolina
$18.6K -$637K -22,035 -97%
GRP
38
Global Retirement Partners
California
$11.6K +$11.6K +400 New
UBS Group
39
UBS Group
Switzerland
$3.53K +$3.53K +122 New
NMG
40
New Millennium Group
Utah
$2.83K +$2.83K +98 New
NS
41
NBC Securities
Alabama
$60 -$62.4K -2,079 -100%
LAS
42
Lloyd Advisory Services
Georgia
– -$15.5M -541,964 Closed
OWA
43
Outlook Wealth Advisors
Texas
– -$7.66M -268,601 Closed
BOSSRA
44
B.O.S.S. Retirement Advisors
Utah
– -$6.52M -228,631 Closed
HBS
45
Howard Bailey Securities
Indiana
– -$3.74M -130,960 Closed
GLR
46
Great Lakes Retirement
Ohio
– -$3.04M -106,723 Closed
AWA
47
Authentikos Wealth Advisory
California
– -$2.18M -76,377 Closed
SW
48
SMART Wealth
Nebraska
– -$1.22M -42,730 Closed
CAG
49
Csenge Advisory Group
Florida
– -$882K -30,857 Closed
KFG
50
Kingdom Financial Group
Arizona
– -$746K -26,165 Closed
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