We are live on ! Find out more
APRT icon

AllianzIM U.S. Equity Buffer10 Apr ETF
APRT

15 hedge funds and large institutions have $8.42M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2021 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

7% more funds holding

Funds holding: 14 → 15 (+1)

9.98% less ownership

Funds ownership: 73.9% → 63.92% (-10%)

26% less capital invested

Capital invested by funds: $11.4M → $8.42M (-$2.99M)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.7K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$2.67M
2
LAS
Lloyd Advisory Services
Georgia
-$680K
3
OMC
Old Mission Capital
Illinois
-$131K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$64.5K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$5.77K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$3.88M – – –
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.39M -$2.13K -74 -0.2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$606K -$5.77K -200 -1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$595K -$64.5K -2,236 -10%
T
5
TRUADVICE
Florida
$553K – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$481K – – –
OMC
7
Old Mission Capital
Illinois
$275K -$131K -4,550 -33%
APW
8
Aurora Private Wealth
New Jersey
$275K – – –
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$201K +$198K +6,850 New
Osaic Holdings
10
Osaic Holdings
Arizona
$120K -$5.77K -200 -5%
APA
11
American Portfolios Advisors
New York
$16K – – –
UBS Group
12
UBS Group
Switzerland
$12K +$4.7K +163 +63%
CA
13
CoreCap Advisors
Michigan
$5K +$5.22K +181 New
AF
14
Advisornet Financial
Minnesota
$3K – – –
LAS
15
Lloyd Advisory Services
Georgia
$2K -$680K -23,577 -100%
AWM
16
AE Wealth Management
Kansas
– -$2.67M -95,184 Closed

APRT Hedge Fund Activity: Q4 2021 in Review

15 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q4 2021, worth a combined $8.42M — down 26% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new APRT positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $4.7K. The largest seller was AE Wealth Management, exiting entirely with an estimated $2.67M sold.

  • 15 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q4 2021, up from 14 in Q3 2021.
  • Funds reported $8.42M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q4 2021, down 26% quarter-over-quarter.
  • 2 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q4 2021 and 1 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q4 2021 was UBS Group, an estimated $4.7K added.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q4 2021 was AE Wealth Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2021.