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AllianzIM U.S. Equity Buffer10 Apr ETF
APRT

38 hedge funds and large institutions have $88.5M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

70% more capital invested

Capital invested by funds: $51.9M → $88.5M (+$36.6M)

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

31% more funds holding

Funds holding: 29 → 38 (+9)

108.67% less ownership

Funds ownership: 186.41% → 77.75% (-109%)

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
13
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$17.8M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.6M
3
AWM
AE Wealth Management
Kansas
+$4.19M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.87M
5
NF
Nvest Financial
New Hampshire
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
-$1.98M
2
CF
Centaurus Financial
California
-$1.24M
3
LPL Financial
LPL Financial
California
-$337K
4
MSFS
Main Street Financial Solutions
Pennsylvania
-$81.6K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$74.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$262K +$35.9K +1,026 +17%
CAG
27
Csenge Advisory Group
Florida
$225K +$218K +6,226 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$202K +$196K +5,586 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$182K -$700 -20 -0.4%
AIMU
30
Allianz Investment Management US
Minnesota
$181K -$1.98M -56,456 -92%
FFA
31
Farther Finance Advisors
California
$136K – – –
Bank of America
32
Bank of America
North Carolina
$108K -$35K -1,000 -25%
SWM
33
Spire Wealth Management
Virginia
$83.1K +$80.5K +2,300 New
CPA
34
Clear Point Advisors
New York
$50.6K +$49K +1,400 New
AF
35
Advisornet Financial
Minnesota
$10.8K +$3.5K +100 +50%
UBS Group
36
UBS Group
Switzerland
$9.62K +$9.31K +266 New
SCA
37
Stuart Chaussee & Associates
California
$3.62K +$3.5K +100 New
FHC
38
First Heartland Consultants
Missouri
$891 -$72.6K -2,074 -8%
LPL Financial
39
LPL Financial
California
– -$337K -9,655 Closed
1
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APRT Hedge Fund Activity: Q2 2024 in Review

38 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q2 2024, worth a combined $88.5M — up 70% from $51.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new APRT positions and 1 closed out — a net gain of 11 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $17.8M. The largest seller was Allianz Investment Management US, cutting an estimated $1.98M.

  • 38 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q2 2024, up from 29 in Q1 2024.
  • Funds reported $88.5M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q2 2024, up 70% quarter-over-quarter.
  • 12 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q2 2024 and 1 closed out, a net change of +11 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q2 2024 was Kestra Advisory Services, an estimated $17.8M added.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q2 2024 was Allianz Investment Management US, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2024.