Alianzim US Eq BFR20 Mar-UsdMARWETF
13F holders, Q2 2024 (June 30)46holders +5
11new positions
8sold out
1famous investor
$29.78avg. 13F price*
At the end of Q2 2024, 46 institutions reported holding Alianzim US Eq BFR20 Mar-Usd (MARW) in their 13F filings, up 5 from Q1 2024. 11 opened new positions and 8 sold out. The largest holders were Gradient Investments LLC ($59.2M), AE Wealth Management LLC ($20.2M) and Osaic Holdings, Inc. ($12.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alianzim US Eq BFR20 Mar-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q2 2024)
- CUSIP
- 00888H778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.5M |
| Exits | 8 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,352,023 shares bought and 901,901 shares sold, net +450,122 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Gradient Investments LLC | 1.33% | Add +132.8% | 2,007,115 | $59.2M |
| AE Wealth Management LLC | 0.20% | Reduce -46.5% | 686,126 | $20.2M |
| Osaic Holdings, Inc. | 0.03% | Add +6.3% | 436,971 | $12.9M |
| Mid-American Wealth Advisory Group, Inc. | 6.23% | Reduce -5.4% | 330,398 | $9.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.8% | 196,154 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 193,587 | $5.7M |
| Outlook Wealth Advisors, LLC | 1.58% | Add +1.6% | 124,764 | $5.1M |
| Brown Financial Advisors | 1.70% | — | 128,543 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +9.6% | 114,904 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -1.4% | 112,545 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.5% | 94,372 | $2.8M |
| Mattson Financial Services, LLC | 0.74% | — | 70,505 | $2.1M |
| LPL Financial LLC | 0.00% | Add +1.1% | 54,013 | $1.6M |
| Donald L. Hagan, LLC | 0.75% | Reduce -7.6% | 48,018 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -59.6% | 43,124 | $1.3M |
| Elevated Capital Advisors, LLC | 0.31% | New | 37,279 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -25.2% | 36,003 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +52.8% | 35,570 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -59.3% | 30,577 | $902K |
| Castle Rock Wealth Management, LLC | 0.21% | Reduce -3.7% | 28,764 | $850K |
| Old Mission Capital LLC | 0.02% | New | 26,545 | $783K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.3% | 25,631 | $756K |
| Encompass More Asset Management | 0.51% | Add +21.2% | 24,048 | $710K |
| Centaurus Financial, Inc. | 0.04% | No change | 21,114 | $623K |
| Citadel Advisors | 0.00% | New | 20,582 | $607K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +4.5% | 18,987 | $560K |
| GeoWealth Management, LLC | 0.02% | Add +28.8% | 17,770 | $524K |
| PFG Advisors | 0.03% | No change | 17,017 | $502K |
| Lloyd Advisory Services, LLC. | 0.20% | New | 14,579 | $430K |
| Independent Financial Group, LLC | 0.02% | Add +5.0% | 12,917 | $381K |
| Focus Financial Network, Inc. | 0.02% | Add +20.8% | 12,298 | $366K |
| Advus Financial Partners, LLC | 0.10% | No change | 10,802 | $319K |
| BCGM Wealth Management, LLC | 0.10% | No change | 10,108 | $298K |
| Mason Investment Advisory Services, Inc. | 0.02% | New | 9,234 | $272K |
| Epic Trust Investment Advisors, LLC | 0.28% | No change | 8,500 | $251K |
| Csenge Advisory Group | 0.01% | Reduce -14.3% | 8,173 | $241K |
| JPMorgan Chase & Co. | 0.00% | New | 5,937 | $175K |
| Allianz Investment Management U.S. LLC | 0.01% | Reduce -74.6% | 5,000 | $147K |
| IFP Advisors, Inc | 0.01% | Add +4.1% | 4,489 | $132K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 1,756 | $52K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,200 | $35K |
| UBS Group AG | 0.00% | New | 547 | $16K |
| Royal Bank of Canada | 0.00% | New | 510 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | — | 387 | $11K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 180 | $5K |
| Cwm, LLC | 0.00% | New | 28 | $1K |
"% of holder's portfolio" is MARW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Mar-Usd the manager owns.