AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
21 hedge funds and large institutions have $15.8M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
51% more capital invested
Capital invested by funds: $10.4M → $15.8M (+$5.35M)
24% more funds holding
Funds holding: 17 → 21 (+4)
20.56% more ownership
Funds ownership: 58.53% → 79.09% (+21%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.59M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.14M |
| 3 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
+$1.12M |
| 4 |
MSFS
Main Street Financial Solutions
Newtown,
Pennsylvania
|
+$493K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$313K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$312K |
| 2 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$118K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$51.3K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$44.1K |
| 5 |
Jane Street
New York
|
-$26K |
APRT Hedge Fund Activity: Q1 2023 in Review
21 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q1 2023, worth a combined $15.8M — up 51% from $10.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new APRT positions and 3 closed out — a net gain of 4 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.59M. The largest seller was Old Mission Capital, exiting entirely with an estimated $312K sold.
- 21 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q1 2023, up from 17 in Q4 2022.
- Funds reported $15.8M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q1 2023, up 51% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q1 2023 and 3 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q1 2023 was Osaic Holdings, an estimated $1.59M added.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q1 2023 was Old Mission Capital, an estimated $312K sold.
Based on aggregated 13F filings for Q1 2023.