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AllianzIM U.S. Equity Buffer10 Apr ETF

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: 2938 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$37M +$4.19M +119,768 +13%
KAS
2
Kestra Advisory Services
Texas
$18.7M +$17.8M +509,301 +6,163%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.2M +$5.6M +159,845 +169%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.41M +$2.87M +81,870 +121%
AAS
5
Avantax Advisory Services
Texas
$2.34M +$1.28M +36,509 +130%
NF
6
Nvest Financial
New Hampshire
$1.53M +$1.48M +42,211 New
AWS
7
Atria Wealth Solutions
New York
$1.2M +$878K +25,083 +306%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.11M +$267K +7,624 +33%
FI
9
FWG Investments
Kentucky
$1.11M +$322K +9,193 +43%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.05M +$720K +20,572 +241%
RIA
11
Regal Investment Advisors
Michigan
$1.01M +$286K +8,174 +42%
KCM
12
Kaye Capital Management
California
$998K +$966K +27,599 New
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$863K -$74.6K -2,130 -8%
BFG
14
Bleakley Financial Group
New Jersey
$827K
SW
15
Simplicity Wealth
New Jersey
$827K
HI
16
Harbour Investments
Wisconsin
$777K +$753K +21,494 New
MSFS
17
Main Street Financial Solutions
Pennsylvania
$541K -$81.6K -2,332 -13%
CF
18
Centaurus Financial
California
$416K -$1.24M -35,445 -75%
AWM
19
Accurate Wealth Management
Florida
$389K +$58.7K +1,676 +19%
SL
20
Sentinus LLC
Illinois
$323K +$313K +8,938 New
BRWA
21
B. Riley Wealth Advisors
Florida
$307K
OMC
22
Old Mission Capital
Illinois
$294K +$284K +8,126 New
NFG
23
Nations Financial Group
Iowa
$279K
FIA
24
Foundations Investment Advisors
Arizona
$270K +$261K +7,468 New
Citadel Advisors
25
Citadel Advisors
Florida
$266K -$37.4K -1,067 -13%

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.