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

28 hedge funds and large institutions have $33.8M invested in AllianzIM U.S. Large Cap Buffer20 Sep ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+11
Holders Change %
+64.71%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
12
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$8.36M
2
Osaic Holdings
Osaic Holdings
Arizona
+$4.05M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.81M
4
OWA
Outlook Wealth Advisors
Texas
+$686K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$674K

Top Sellers

1
BWM
BCGM Wealth Management
Indiana
-$140K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$8.36M +$8.36M +316,677 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.53M +$1.81M +69,713 +38%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.42M +$4.05M +155,437 +295%
AIMU
4
Allianz Investment Management US
Minnesota
$5.17M – – –
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$859K +$117K +4,509 +16%
BWM
6
BCGM Wealth Management
Indiana
$795K -$140K -5,381 -15%
CAN
7
Cetera Advisor Networks
California
$736K +$190K +7,300 +35%
OWA
8
Outlook Wealth Advisors
Texas
$686K +$686K +26,357 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$674K +$674K +25,897 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$593K +$218K +8,366 +58%
KAS
11
Kestra Advisory Services
Texas
$568K +$167K +6,411 +42%
PA
12
PFG Advisors
Arizona
$466K +$10.5K +403 +2%
HI
13
Harbour Investments
Wisconsin
$465K – – –
CA
14
Cetera Advisors
Colorado
$421K +$21.1K +811 +5%
AWS
15
Atria Wealth Solutions
New York
$315K +$9.37K +360 +3%
SB
16
Strategic Blueprint
Georgia
$288K +$5.18K +199 +2%
AAS
17
Avantax Advisory Services
Texas
$275K +$6.12K +235 +2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$241K +$26K +998 +12%
AFG
19
Allegheny Financial Group
Pennsylvania
$238K +$238K +9,138 New
LNC
20
Lincoln National Corp
Pennsylvania
$232K +$232K +8,900 New
OPA
21
Old Port Advisors
Maine
$208K +$208K +7,978 New
FFA
22
Farther Finance Advisors
California
$130K – – –
IA
23
IFP Advisors
Florida
$52.7K – – –
UBS Group
24
UBS Group
Switzerland
$28.7K +$28.7K +1,102 New
US Bancorp
25
US Bancorp
Minnesota
$18.1K +$18.1K +696 New
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