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AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF

43 hedge funds and large institutions have $135M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
15
Increased
7
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$52.7M 1,926,500 +74,122 +4%
Osaic Holdings
2
Osaic Holdings
Arizona
$15.1M 567,521 -116,059 -17%
AIMU
3
Allianz Investment Management US
Minnesota
$8.23M 311,383 -47,500 -13%
LAS
4
Lloyd Advisory Services
Georgia
$7.84M 295,277 +295,277 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.58M 248,009 -47 -0%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.51M 245,107 +15,397 +7%
LNC
7
Lincoln National Corp
Pennsylvania
$6.34M 238,952 -1,967 -0.8%
CAN
8
Cetera Advisor Networks
California
$5.89M 222,055 +5,629 +3%
MAWAG
9
Mid-American Wealth Advisory Group
Missouri
$4.22M 159,124 -23,280 -13%
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$2.53M 95,436 -4,325 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.13M 80,252 +80,252 New
RGF
12
Retirement Guys Formula
Ohio
$1.95M 73,473 -9,718 -12%
GLR
13
Great Lakes Retirement
Ohio
$1.95M 73,356 -20,897 -22%
OPS
14
Orion Portfolio Solutions
Nebraska
$1.72M 64,695 +64,695 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.72M 64,695 +64,695 New
SB
16
Strategic Blueprint
Georgia
$1.37M 51,591 -3,989 -7%
AWS
17
Atria Wealth Solutions
New York
$1.31M 49,440 +11,861 +32%
NFG
18
Nations Financial Group
Iowa
$1.09M 41,241 -2,709 -6%
SRA
19
Secured Retirement Advisors
Minnesota
$664K 25,024 +25,024 New
AWA
20
Authentikos Wealth Advisory
California
$661K 24,889 -7,060 -22%
CA
21
Cetera Advisors
Colorado
$547K 20,598 -1,399 -6%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$516K 19,442 +19,442 New
BWM
23
BCGM Wealth Management
Indiana
$474K 17,865
Jane Street
24
Jane Street
New York
$465K 17,522 +17,522 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$430K 16,210 -1,734 -10%