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

41 hedge funds and large institutions have $90.5M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 22 closing their positions.

Holders
41
Holders Change
-17
Holders Change %
-29.31%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
11
Reduced
20
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$19.8M 653,013 -73,660 -10%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.96M 327,732 -5,068 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.47M 278,760 -10,350 -4%
RCWM
4
Red Crane Wealth Management
California
$8.17M 268,982 +268,982 New
RA
5
RFG Advisory
Alabama
$5.31M 174,759 +167,902 +2,449%
AWS
6
Atria Wealth Solutions
New York
$4.83M 159,044 +4,054 +3%
DIM
7
Delta Investment Management
California
$4.58M 150,805 +659 +0.4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.85M 93,881 -3,532 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.53M 83,103 -189,731 -70%
MFS
10
Mattson Financial Services
Michigan
$2.47M 84,047 +84,047 New
RGF
11
Retirement Guys Formula
Ohio
$2.43M 79,898 +4,100 +5%
SB
12
Strategic Blueprint
Georgia
$2.08M 68,613 +1,388 +2%
GIA
13
Gladstone Institutional Advisory
Florida
$1.78M 58,684 +19,217 +49%
Raymond James Financial
14
Raymond James Financial
Florida
$1.68M 55,417 +55,417 New
BCI
15
Brinker Capital Investments
Pennsylvania
$1.62M 53,422 -6,735 -11%
OPS
16
Orion Portfolio Solutions
Nebraska
$1.62M 53,422 -6,735 -11%
KAS
17
Kestra Advisory Services
Texas
$1.12M 37,014 +2,296 +7%
ECA
18
Elevated Capital Advisors
Utah
$1.02M 33,629 +9,979 +42%
NFG
19
Nations Financial Group
Iowa
$1.01M 33,283 -2,665 -7%
FHC
20
First Heartland Consultants
Missouri
$882K 29,013 -4,842 -14%
ASN
21
Advisory Services Network
Georgia
$867K 28,539 +28,539 New
LPL Financial
22
LPL Financial
California
$817K 26,875 -1,672 -6%
BWM
23
BCGM Wealth Management
Indiana
$623K 20,502
GI
24
Gradient Investments
Minnesota
$454K 14,945 -4,899,139 -100%
Citadel Advisors
25
Citadel Advisors
Florida
$420K 13,810 +13,810 New