AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
39 hedge funds and large institutions have $51.4M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 38 → 39 (+1)
1.81% less ownership
Funds ownership: 77.75% → 75.93% (-1.8%)
43% less capital invested
Capital invested by funds: $89.4M → $51.4M (-$38M)
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$717K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$515K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$343K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$37.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.73M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.55M |
| 4 |
FI
FWG Investments
Lexington,
Kentucky
|
-$1.11M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$827K |
APRT Hedge Fund Activity: Q3 2024 in Review
39 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q3 2024, worth a combined $51.4M — down 43% from $89.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new APRT positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.17M. The largest seller was AE Wealth Management, cutting an estimated $37.2M.
- 39 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q3 2024, up from 38 in Q2 2024.
- Funds reported $51.4M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q3 2024, down 43% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q3 2024 and 5 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q3 2024 was LPL Financial, an estimated $1.17M added.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q3 2024 was AE Wealth Management, an estimated $37.2M sold.
Based on aggregated 13F filings for Q3 2024.