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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 %
GS
51
GTS Securities
New York
– -$635K -22,246 Closed
WP
52
WealthPLAN Partners
Nebraska
– -$600K -21,021 Closed
SB
53
Strategic Blueprint
Georgia
– -$304K -10,646 Closed
WIM
54
WealthPlan Investment Management
Nebraska
– -$281K -9,840 Closed
BFAG
55
Blackston Financial Advisory Group
Florida
– -$222K -7,779 Closed
SF
56
Slagle Financial
Illinois
– -$203K -7,102 Closed
PA
57
Pineridge Advisors
Missouri
– -$48.9K -1,714 Closed
CPA
58
Clear Point Advisors
New York
– -$14.3K -500 Closed
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
– -$9.5K -333 Closed
RWPA
60
Richard W. Paul & Associates
Michigan
– -$6.22K -218 Closed
Bank of America
61
Bank of America
North Carolina
– -$257 -9 Closed
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