Alianzim US Eq BFR20 Oct-UsdOCTWETF
13F holders, Q2 2024 (June 30)45holders +2
6new positions
3sold out
1famous investor
$34.50avg. 13F price*
At the end of Q2 2024, 45 institutions reported holding Alianzim US Eq BFR20 Oct-Usd (OCTW) in their 13F filings, up 2 from Q1 2024. 6 opened new positions and 3 sold out. The largest holders were Commonwealth Equity Services, LLC ($37.7M), Kestra Advisory Services, LLC ($7.7M) and Raymond James & Associates ($6.9M). 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 (Q2 2024)
- CUSIP
- 00888H505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.2M |
| Exits | 3 | $1.7M |
All 13F filers, Q1 2024 → Q2 2024: 103,310 shares bought and 251,644 shares sold, net −148,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.5% | 1,092,268 | $37.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +0.4% | 222,527 | $7.7M |
| Raymond James & Associates | 0.00% | Reduce -0.5% | 199,496 | $6.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.9% | 131,710 | $4.5M |
| Blue Bell Private Wealth Management, LLC | 0.88% | Reduce -11.6% | 123,235 | $4.3M |
| Centaurus Financial, Inc. | 0.20% | Reduce -1.8% | 86,755 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.0% | 86,273 | $3.0M |
| Advus Financial Partners, LLC | 0.85% | Reduce -2.9% | 81,059 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.9% | 77,683 | $2.7M |
| Compass Advisory Group LLC | 1.16% | Reduce -7.3% | 75,518 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.9% | 75,105 | $2.6M |
| Strategic Blueprint, LLC | 0.18% | Reduce -2.3% | 74,923 | $2.6M |
| Cetera Investment Advisers | 0.01% | Reduce -7.3% | 71,246 | $2.5M |
| PFG Advisors | 0.15% | Reduce -3.8% | 62,204 | $2.1M |
| Long Island Wealth Management, Inc. | 0.90% | Reduce -1.4% | 37,081 | $1.3M |
| LPL Financial LLC | 0.00% | Add +4.4% | 37,068 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 31,534 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.2% | 30,229 | $1.0M |
| Old Mission Capital LLC | 0.02% | Add +297.0% | 27,274 | $941K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -4.8% | 26,321 | $908K |
| Susquehanna International Group, LLP | 0.00% | Add +42.9% | 24,059 | $830K |
| Diversify Advisory Services, LLC | 0.04% | New | 20,700 | $716K |
| OneDigital Investment Advisors LLC | 0.01% | New | 20,700 | $714K |
| DHJJ Financial Advisors, Ltd. | 0.29% | Reduce -0.7% | 19,988 | $690K |
| Citadel Advisors | 0.00% | Add +15.0% | 16,885 | $583K |
| JPMorgan Chase & Co. | 0.00% | New | 15,325 | $529K |
| Certified Advisory Corp | 0.06% | No change | 13,634 | $470K |
| Diligent Investors, LLC | 0.10% | No change | 11,410 | $394K |
| UBS Group AG | 0.00% | Add +154.1% | 11,055 | $381K |
| Wealth Group, Ltd. | 0.26% | No change | 10,452 | $361K |
| HB Wealth Management, LLC | 0.00% | No change | 9,908 | $342K |
| Independent Financial Group, LLC | 0.01% | No change | 8,775 | $303K |
| Clear Point Advisors Inc. | 0.21% | No change | 7,306 | $252K |
| Private Advisor Group, LLC | 0.00% | No change | 6,600 | $228K |
| Belpointe Asset Management LLC | 0.02% | No change | 6,490 | $224K |
| Rothschild Wealth LLC | 0.07% | New | 6,098 | $210K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.7% | 5,774 | $199K |
| Spire Wealth Management | 0.01% | Reduce -58.1% | 5,532 | $191K |
| Allianz Investment Management U.S. LLC | 0.01% | No change | 5,000 | $172K |
| IFP Advisors, Inc | 0.01% | No change | 4,941 | $170K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,070 | $106K |
| CoreCap Advisors, LLC | 0.01% | Reduce -4.0% | 2,932 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 655 | $23K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 555 | $19K |
| Farther Finance Advisors, LLC | 0.00% | No change | 20 | $690 |
"% 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.