AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
25 hedge funds and large institutions have $35.7M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 2
145% more capital invested
Capital invested by funds: $14.6M → $35.7M (+$21.1M)
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
19% more funds holding
Funds holding: 21 → 25 (+4)
0.3% more ownership
Funds ownership: 79.09% → 79.39% (+0.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.69M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.59M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.71M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.35M |
| 2 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
-$1.06M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$729K |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$152K |
| 5 |
Jane Street
New York
|
-$48.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$1.35M | -45,687 | Closed |
|
|
ETIA
27
Epic Trust Investment Advisors
Richland,
Washington
| – | -$1.06M | -39,369 | Closed |
|
|
28
Envestnet Asset Management
Chicago,
Illinois
| – | -$729K | -24,684 | Closed |
|
29
JP Morgan Chase
New York
| – | -$44.3K | -1,500 | Closed |
|
|
AAS
30
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$2.52K | -85 | Closed |
|
APRT Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q2 2023, worth a combined $35.7M — up 145% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new APRT positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $6.69M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.35M sold.
- 25 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q2 2023, up from 21 in Q1 2023.
- Funds reported $35.7M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q2 2023, up 145% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q2 2023 and 5 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q2 2023 was Osaic Holdings, an estimated $6.69M added.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q2 2023 was Cetera Investment Advisers, an estimated $1.35M sold.
Based on aggregated 13F filings for Q2 2023.