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AllianzIM U.S. Equity Buffer10 Apr ETF

25 hedge funds and large institutions have $35.7M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

145% more capital invested

Capital invested by funds: $14.6M → $35.7M (+$21.1M)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

19% more funds holding

Funds holding: 2125 (+4)

0.3% more ownership

Funds ownership: 79.09%79.39% (+0.3%)

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$11.7M +$6.69M +222,159 +147%
AWM
2
AE Wealth Management
Kansas
$4.79M +$4.59M +152,513 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.17M +$1.8M +59,646 +144%
AIMU
4
Allianz Investment Management US
Minnesota
$2.24M -$152K -5,061 -7%
Citadel Advisors
5
Citadel Advisors
Florida
$2M +$1.71M +56,672 +819%
FHC
6
First Heartland Consultants
Missouri
$1.73M +$1.66M +55,221 New
CF
7
Centaurus Financial
California
$1.56M +$293K +9,721 +24%
BFG
8
Bleakley Financial Group
New Jersey
$1.36M +$1.3M +43,196 New
SS
9
Simplicity Solutions
Minnesota
$1.36M +$1.3M +43,196 New
AAS
10
Avantax Advisory Services
Texas
$1.01M +$33.4K +1,111 +4%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$959K +$787K +26,140 +594%
T
12
TRUADVICE
Florida
$601K
MSFS
13
Main Street Financial Solutions
Pennsylvania
$543K
CAN
14
Cetera Advisor Networks
California
$462K +$113K +3,740 +34%
Jane Street
15
Jane Street
New York
$368K -$48.6K -1,615 -12%
SL
16
Sentinus LLC
Illinois
$281K
AWM
17
Accurate Wealth Management
Florida
$271K +$257K +8,540 New
BRWA
18
B. Riley Wealth Advisors
Florida
$267K +$256K +8,500 New
NFG
19
Nations Financial Group
Iowa
$241K +$231K +7,677 New
KAS
20
Kestra Advisory Services
Texas
$241K +$231K +7,671 New
AWS
21
Atria Wealth Solutions
New York
$227K +$217K +7,214 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$128K +$77.9K +2,589 +173%
FFA
23
Farther Finance Advisors
California
$118K
HI
24
Harbour Investments
Wisconsin
$16K
AF
25
Advisornet Financial
Minnesota
$6.28K

APRT Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q2 2023, worth a combined $35.7M — up 145% from $14.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new APRT positions and 5 closed out — a net gain of 4 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $6.69M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $1.35M sold.

  • 25 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $35.7M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q2 2023, up 145% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q2 2023 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q2 2023 was Osaic Holdings, an estimated $6.69M added.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q2 2023 was Cetera Investment Advisers, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2023.