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AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF

61 hedge funds and large institutions have $187M invested in AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
61
Holders Change
+23
Holders Change %
+60.53%
% of All Funds
0.81%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
27
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$54.3M 1,675,648 +1,470,515 +717%
LAS
2
Lloyd Advisory Services
Georgia
$15.6M 482,110 +359,842 +294%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.3M 472,538 +24,535 +5%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$9.91M 305,892 +305,892 New
Raymond James Financial
5
Raymond James Financial
Florida
$9.75M 301,001 +301,001 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.89M 212,670 +178,040 +514%
AWS
7
Atria Wealth Solutions
New York
$5.94M 183,423 +27,116 +17%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.45M 168,124 +42,770 +34%
RA
9
RFG Advisory
Alabama
$5.14M 158,776 +158,776 New
WIM
10
WealthPlan Investment Management
Nebraska
$5.04M 155,635 +155,635 New
HBS
11
Howard Bailey Securities
Indiana
$4.67M 144,071 +125,417 +672%
BCM
12
Beck Capital Management
Texas
$4.33M 133,684 -2,424 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.24M 130,787 +1,968 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.56M 109,786 +5,590 +5%
EP
15
Essential Planning
New Hampshire
$3.24M 100,752 +100,752 New
RAG
16
RIA Advisory Group
Iowa
$3.14M 97,053 -36,274 -27%
AWA
17
Authentikos Wealth Advisory
California
$2.94M 90,887 +82,367 +967%
WP
18
WealthPLAN Partners
Nebraska
$2.9M 89,573 +89,573 New
GLR
19
Great Lakes Retirement
Ohio
$2.57M 79,396 +68,322 +617%
SB
20
Strategic Blueprint
Georgia
$2.3M 70,901 +3,958 +6%
RCWM
21
Red Crane Wealth Management
California
$2.26M 69,624 +69,624 New
TC
22
TownSquare Capital
Utah
$1.64M 50,612 +2,918 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.5M 46,160 +8,619 +23%
OMC
24
Old Mission Capital
Illinois
$1.39M 42,813 +42,813 New
LI
25
LifeWealth Investments
Florida
$1.18M 36,459 +36,459 New