AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
24 hedge funds and large institutions have $25.3M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 14 reducing their positions, and 2 closing their positions.
7.02% more ownership
Funds ownership: 79.39% → 86.42% (+7%)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
4% less funds holding
Funds holding: 25 → 24 (-1)
29% less capital invested
Capital invested by funds: $35.7M → $25.3M (-$10.4M)
93% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$571K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$55.1K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$30.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.79M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.78M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$940K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$827K |
| 5 |
BFG
Bleakley Financial Group
Fairfield,
New Jersey
|
-$641K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| – | -$368K | -11,723 | Closed |
|
APRT Hedge Fund Activity: Q3 2023 in Review
24 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q3 2023, worth a combined $25.3M — down 29% from $35.7M a quarter earlier.
Fund positioning in APRT was balanced in Q3 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 14 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $571K. The largest seller was AE Wealth Management, exiting entirely with an estimated $4.79M sold.
- 24 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q3 2023, down from 25 in Q2 2023.
- Funds reported $25.3M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q3 2023, down 29% quarter-over-quarter.
- 2 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q3 2023 and 2 closed out, a net change of 0 holders.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q3 2023 was Old Mission Capital, an estimated $571K added.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q3 2023 was AE Wealth Management, an estimated $4.79M sold.
Based on aggregated 13F filings for Q3 2023.