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AllianzIM U.S. Equity Buffer10 Apr ETF

21 hedge funds and large institutions have $14.6M 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.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

40% more capital invested

Capital invested by funds: $10.4M → $14.6M (+$4.13M)

24% more funds holding

Funds holding: 1721 (+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

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
2
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.45M +$1.59M +55,727 +59%
AIMU
2
Allianz Investment Management US
Minnesota
$2.26M
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.35M +$197K +6,920 +18%
CF
4
Centaurus Financial
California
$1.18M +$1.14M +39,949 New
ETIA
5
Epic Trust Investment Advisors
Washington
$1.06M +$1.12M +39,369 New
AAS
6
Avantax Advisory Services
Texas
$918K -$25.9K -907 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$729K -$51.3K -1,799 -7%
T
8
TRUADVICE
Florida
$569K
MSFS
9
Main Street Financial Solutions
Pennsylvania
$511K +$493K +17,300 New
Jane Street
10
Jane Street
New York
$394K -$26K -912 -6%
CAN
11
Cetera Advisor Networks
California
$324K +$313K +10,983 New
SL
12
Sentinus LLC
Illinois
$264K
Citadel Advisors
13
Citadel Advisors
Florida
$204K +$197K +6,917 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$130K
FFA
15
Farther Finance Advisors
California
$111K
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$44.3K
JP Morgan Chase
17
JP Morgan Chase
New York
$44.3K +$42.8K +1,500 New
HI
18
Harbour Investments
Wisconsin
$15.1K
AF
19
Advisornet Financial
Minnesota
$5.91K
AAS
20
Ameritas Advisory Services
Nebraska
$2.52K +$2.42K +85 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.22K -$44.1K -1,546 -4%
OMC
22
Old Mission Capital
Illinois
-$312K -11,380 Closed
PWMG
23
Prestige Wealth Management Group
New Jersey
-$118K -4,317 Closed
UBS Group
24
UBS Group
Switzerland
-$13.5K -492 Closed

APRT Hedge Fund Activity: Q1 2023 in Review

21 of the 6,275 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 $14.6M — up 40% 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 $14.6M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q1 2023, up 40% 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.