We are live on ! Find out more
SIXJ icon

AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF

33 hedge funds and large institutions have $114M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

65% more funds holding

Funds holding: 2033 (+13)

51% more capital invested

Capital invested by funds: $75.1M → $114M (+$38.7M)

125.27% less ownership

Funds ownership: 226.34%101.07% (-125%)

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
12
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$45.5M +$7.96M +318,650 +21%
Osaic Holdings
2
Osaic Holdings
Arizona
$16.8M +$9.06M +362,654 +113%
AIMU
3
Allianz Investment Management US
Minnesota
$8.79M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.09M +$3.39M +135,592 +121%
LNC
5
Lincoln National Corp
Pennsylvania
$5.91M +$334K +13,378 +6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.64M +$5.06M +202,620 +748%
CAN
7
Cetera Advisor Networks
California
$5.31M +$3.82M +153,112 +242%
MAWAG
8
Mid-American Wealth Advisory Group
Missouri
$4.51M +$4.56M +182,404 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$2.45M +$45.3K +1,812 +2%
GLR
10
Great Lakes Retirement
Ohio
$2.31M -$199K -7,962 -8%
RGF
11
Retirement Guys Formula
Ohio
$2.04M +$2.08M +83,191 New
SB
12
Strategic Blueprint
Georgia
$1.36M +$1.39M +55,580 New
NFG
13
Nations Financial Group
Iowa
$1.08M -$42K -1,683 -4%
AWS
14
Atria Wealth Solutions
New York
$922K +$201K +8,045 +27%
AWA
15
Authentikos Wealth Advisory
California
$784K -$30.2K -1,209 -4%
RA
16
RFG Advisory
Alabama
$694K +$706K +28,283 New
CA
17
Cetera Advisors
Colorado
$540K +$549K +21,997 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$440K +$448K +17,944 New
BWM
19
BCGM Wealth Management
Indiana
$438K +$446K +17,865 New
HI
20
Harbour Investments
Wisconsin
$343K +$14.5K +582 +4%
Citadel Advisors
21
Citadel Advisors
Florida
$343K +$349K +13,964 New
PGWM
22
Pitti Group Wealth Management
New York
$316K +$321K +12,858 New
KAS
23
Kestra Advisory Services
Texas
$278K +$38.6K +1,544 +16%
RG
24
Retirement Group
California
$263K
WP
25
WealthPLAN Partners
Nebraska
$257K +$136K +5,439 +108%