Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q1 2024 (March 31)43holders
1famous investor
$33.86avg. 13F price*
At the end of Q1 2024, 43 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings. The largest holders were Commonwealth Equity Services, LLC ($40.4M), Kestra Advisory Services, LLC ($7.5M) and Raymond James & Associates ($6.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Alianzim US Eq BFR20 Oct-Usd
- Filed as
- AIM ETF PRODUCTS TRUST (Q1 2024)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.5M |
| Exits | 2 | $210K |
Ownership 43 holders
| Commonwealth Equity Services, LLC | 0.07% | Reduce -3.0% | 1,193,712 | $40.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +0.1% | 221,730 | $7.5M |
| Raymond James & Associates | 0.00% | Add +0.2% | 200,543 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.0% | 162,354 | $5.5M |
| Blue Bell Private Wealth Management, LLC | 1.01% | Reduce -1.9% | 139,423 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.0% | 98,042 | $3.3M |
| Centaurus Financial, Inc. | 0.21% | Reduce -2.5% | 88,349 | $3.0M |
| Advus Financial Partners, LLC | 0.87% | No change | 83,509 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +4.1% | 81,724 | $2.8M |
| Compass Advisory Group LLC | 1.22% | Reduce -0.1% | 81,498 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.8% | 79,783 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +178.0% | 76,868 | $2.6M |
| Strategic Blueprint, LLC | 0.18% | Reduce -0.5% | 76,647 | $2.6M |
| PFG Advisors | 0.16% | No change | 64,654 | $2.2M |
| Long Island Wealth Management, Inc. | 0.90% | Reduce -17.4% | 37,620 | $1.3M |
| LPL Financial LLC | 0.00% | Add +31.1% | 35,505 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 31,234 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.7% | 31,154 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -28.4% | 27,643 | $936K |
| Jane Street Group, LLC | 0.00% | New | 27,565 | $933K |
| DHJJ Financial Advisors, Ltd. | 0.30% | Reduce -2.5% | 20,133 | $682K |
| Lincoln National Corp. | 0.01% | Reduce -1.3% | 17,616 | $596K |
| Susquehanna International Group, LLP | 0.00% | Reduce -66.0% | 16,831 | $570K |
| Citadel Advisors | 0.00% | Add +44.8% | 14,684 | $497K |
| Certified Advisory Corp | 0.06% | Reduce -0.7% | 13,634 | $462K |
| Spire Wealth Management | 0.01% | Reduce -0.0% | 13,209 | $447K |
| Diligent Investors, LLC | 0.10% | No change | 11,410 | $386K |
| Wealth Group, Ltd. | 0.27% | — | 10,452 | $354K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $335K |
| Independent Financial Group, LLC | 0.01% | No change | 8,775 | $297K |
| Panoramic Investment Advisors, LLC | 0.19% | No change | 7,500 | $254K |
| Clear Point Advisors Inc. | 0.20% | No change | 7,306 | $247K |
| Old Mission Capital LLC | 0.01% | New | 6,870 | $233K |
| Private Advisor Group, LLC | 0.00% | No change | 6,600 | $223K |
| Belpointe Asset Management LLC | 0.02% | New | 6,490 | $220K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -33.7% | 5,923 | $201K |
| Harbour Investments, Inc. | 0.01% | Add +1.7% | 5,874 | $199K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $169K |
| IFP Advisors, Inc | 0.01% | No change | 4,941 | $167K |
| UBS Group AG | 0.00% | Add +72.9% | 4,351 | $147K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -24.6% | 3,070 | $104K |
| CoreCap Advisors, LLC | 0.01% | New | 3,053 | $103K |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $677 |
"% of holder's portfolio" is OCTW's weight in each manager's 13F, not the share of Alianzim US Eq BFR20 Oct-Usd the manager owns.