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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
$142K
2
OMC
Old Mission Capital
Illinois
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
UBS Group
UBS Group
Switzerland
$0
5
BWM
BCGM Wealth Management
Indiana
$819K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$91M +$91M +3,191,059 New
LAS
2
Lloyd Advisory Services
Georgia
$15.5M +$15.5M +541,964 New
OWA
3
Outlook Wealth Advisors
Texas
$7.66M +$7.66M +268,601 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.91M +$3.55M +124,516 +106%
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$6.52M +$6.52M +228,631 New
Osaic Holdings
6
Osaic Holdings
Arizona
$6.08M +$2.37M +83,168 +64%
AAM
7
American Asset Management
Florida
$4.2M +$4.2M +147,242 New
HBS
8
Howard Bailey Securities
Indiana
$3.74M +$3.74M +130,960 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.63M +$573K +20,082 +19%
GLR
10
Great Lakes Retirement
Ohio
$3.04M +$3.04M +106,723 New
WW
11
Westshore Wealth
California
$2.42M +$2.42M +84,696 New
AWA
12
Authentikos Wealth Advisory
California
$2.18M +$2.18M +76,377 New
KAS
13
Kestra Advisory Services
Texas
$1.81M +$130K +4,570 +8%
GM
14
GeoWealth Management
Illinois
$1.79M +$1.79M +62,917 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.57M +$638K +22,356 +69%
AWS
16
Atria Wealth Solutions
New York
$1.43M +$1.2M +42,215 +540%
HI
17
Harbour Investments
Wisconsin
$1.27M +$1.22M +42,817 +2,578%
SW
18
SMART Wealth
Nebraska
$1.22M +$1.22M +42,730 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.07M +$297K +10,408 +38%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.05M +$512K +17,937 +95%
CF
21
Centaurus Financial
California
$927K +$819K +28,711 +756%
ECA
22
Elevated Capital Advisors
Utah
$905K +$905K +31,741 New
CAG
23
Csenge Advisory Group
Florida
$882K +$882K +30,857 New
BWM
24
BCGM Wealth Management
Indiana
$819K -$52.3K -1,832 -6%
Jane Street
25
Jane Street
New York
$815K -$2.14K -75 -0.3%
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