Alianzim US Eq BFR20 Mar-UsdMARWETF
13F holders, Q3 2024 (September 30)39holders −7
2new positions
11sold out
1famous investor
$30.40avg. 13F price*
At the end of Q3 2024, 39 institutions reported holding Alianzim US Eq BFR20 Mar-Usd (MARW) in their 13F filings, down 7 from Q2 2024. 2 opened new positions and 11 sold out. The largest holders were Osaic Holdings, Inc. ($11.5M), Envestnet Asset Management Inc. ($6.1M) and Commonwealth Equity Services, LLC ($4.7M). 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 (Q3 2024)
- CUSIP
- 00888H778
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $870K |
| Exits | 11 | $19.9M |
All 13F filers, Q2 2024 → Q3 2024: 131,406 shares bought and 3,503,994 shares sold, net −3,372,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Osaic Holdings, Inc. | 0.03% | Reduce -13.7% | 377,219 | $11.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 198,881 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.0% | 154,889 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -21.0% | 90,768 | $2.8M |
| Cetera Investment Advisers | 0.01% | Reduce -19.9% | 90,090 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.2% | 81,942 | $2.5M |
| Encompass More Asset Management | 0.81% | Add +189.8% | 69,695 | $2.1M |
| Old Mission Capital LLC | 0.05% | Add +157.7% | 68,398 | $2.1M |
| Mattson Financial Services, LLC | 0.74% | Reduce -0.7% | 70,050 | $2.1M |
| Donald L. Hagan, LLC | 0.90% | Add +20.6% | 57,888 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -1.0% | 53,451 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.2% | 35,645 | $1.1M |
| Harbour Investments, Inc. | 0.03% | Reduce -20.4% | 34,307 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 29,657 | $903K |
| Castle Rock Wealth Management, LLC | 0.21% | No change | 28,764 | $874K |
| AE Wealth Management LLC | 0.01% | Reduce -96.1% | 26,985 | $821K |
| Strategic Blueprint, LLC | 0.05% | Reduce -3.7% | 24,693 | $752K |
| Susquehanna International Group, LLP | 0.00% | New | 21,805 | $664K |
| Centaurus Financial, Inc. | 0.04% | No change | 21,114 | $643K |
| Gradient Investments LLC | 0.01% | Reduce -99.0% | 19,336 | $589K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.3% | 18,750 | $571K |
| Elevated Capital Advisors, LLC | 0.14% | Reduce -52.7% | 17,628 | $537K |
| PFG Advisors | 0.03% | No change | 17,017 | $518K |
| Jim Saulnier & Associates, LLC | 0.37% | — | 12,487 | $380K |
| Citadel Advisors | 0.00% | Reduce -40.0% | 12,360 | $376K |
| Focus Financial Network, Inc. | 0.02% | No change | 12,298 | $374K |
| Jane Street Group, LLC | 0.00% | Reduce -67.0% | 11,878 | $362K |
| Independent Financial Group, LLC | 0.01% | Reduce -10.6% | 11,542 | $351K |
| Advus Financial Partners, LLC | 0.09% | No change | 10,802 | $329K |
| BCGM Wealth Management, LLC | 0.10% | No change | 10,108 | $308K |
| Mason Investment Advisory Services, Inc. | 0.02% | No change | 9,234 | $281K |
| Farther Finance Advisors, LLC | 0.01% | New | 6,784 | $207K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $152K |
| IFP Advisors, Inc | 0.01% | Add +1.7% | 4,567 | $139K |
| JPMorgan Chase & Co. | 0.00% | Reduce -75.0% | 1,481 | $45K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,200 | $37K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -15.0% | 329 | $10K |
| Paladin Wealth, LLC | 0.01% | — | 236 | $7K |
| Cwm, LLC | 0.00% | No change | 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.