AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
29 hedge funds and large institutions have $51.9M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
173% more capital invested
Capital invested by funds: $19.1M → $51.9M (+$32.9M)
117.85% more ownership
Funds ownership: 68.56% → 186.41% (+118%)
26% more funds holding
Funds holding: 23 → 29 (+6)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$31M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$796K |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$784K |
| 4 |
FI
FWG Investments
Lexington,
Kentucky
|
+$737K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.99M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$512K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$421K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$141K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$49.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
26
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $176K | -$343 | -10 | -0.2% |
|
|
27
Bank of America
Charlotte,
North Carolina
| $139K | -$49.9K | -1,455 | -27% |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| $131K | – | – | – |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $6.97K | – | – | – |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$512K | -15,298 | Closed |
|
|
OMC
31
Old Mission Capital
Chicago,
Illinois
| – | -$421K | -12,570 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$18.4K | -550 | Closed |
|
|
HI
33
Harbour Investments
Madison,
Wisconsin
| – | -$17.1K | -510 | Closed |
|
APRT Hedge Fund Activity: Q1 2024 in Review
29 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q1 2024, worth a combined $51.9M — up 173% from $19.1M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new APRT positions and 4 closed out — a net gain of 7 holders — while 3 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $31M. The largest seller was Osaic Holdings, cutting an estimated $1.99M.
- 29 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q1 2024, up from 23 in Q4 2023.
- Funds reported $51.9M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q1 2024, up 173% quarter-over-quarter.
- 11 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q1 2024 and 4 closed out, a net change of +7 holders.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q1 2024 was AE Wealth Management, an estimated $31M added.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q1 2024 was Osaic Holdings, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2024.