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

58 hedge funds and large institutions have $265M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 4 closing their positions.

Holders
58
Holders Change
+20
Holders Change %
+52.63%
% of All Funds
0.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
18
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$144M 4,914,084 +4,914,084 New
Osaic Holdings
2
Osaic Holdings
Arizona
$21.4M 726,673 -14,514 -2%
AWM
3
AE Wealth Management
Kansas
$10.1M 344,327 +28,299 +9%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.78M 332,800 +24,635 +8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$9.46M 321,820 +304,930 +1,805%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.5M 289,110 +70,158 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$8.02M 272,834 +8,858 +3%
BFA
8
Brown Financial Advisors
Ohio
$5.01M 170,346 +170,346 New
AWS
9
Atria Wealth Solutions
New York
$4.56M 154,990 +43,280 +39%
DIM
10
Delta Investment Management
California
$4.41M 150,146 +150,146 New
LAS
11
Lloyd Advisory Services
Georgia
$3.22M 109,575 +363 +0.3%
MAWAG
12
Mid-American Wealth Advisory Group
Missouri
$3.21M 109,291 +109,291 New
PW
13
Paladin Wealth
Minnesota
$3.12M 106,177 +106,177 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$2.86M 97,413 +13,155 +16%
RGF
15
Retirement Guys Formula
Ohio
$2.23M 75,798 +5,810 +8%
SB
16
Strategic Blueprint
Georgia
$1.98M 67,225 +14,911 +29%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.77M 60,157 -6,135 -9%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.77M 60,157 -6,135 -9%
AIMU
19
Allianz Investment Management US
Minnesota
$1.66M 56,383 -190,000 -77%
Goldman Sachs
20
Goldman Sachs
New York
$1.46M 49,814 +49,814 New
OMC
21
Old Mission Capital
Illinois
$1.19M 40,382 +40,382 New
GIA
22
Gladstone Institutional Advisory
Florida
$1.16M 39,467 +39,467 New
NFG
23
Nations Financial Group
Iowa
$1.06M 35,948 -168 -0.5%
KAS
24
Kestra Advisory Services
Texas
$1.02M 34,718 +1,697 +5%
FHC
25
First Heartland Consultants
Missouri
$995K 33,855 +5,042 +17%