AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
39 hedge funds and large institutions have $30.2M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
0% more funds holding
Funds holding: 39 → 39 (0)
10.74% less ownership
Funds ownership: 75.93% → 65.19% (-11%)
41% less capital invested
Capital invested by funds: $51.4M → $30.2M (-$21.2M)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$691K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$436K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$383K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$233K |
| 5 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$154K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$19.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.35M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$1.21M |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$1.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$536K |
APRT Hedge Fund Activity: Q4 2024 in Review
39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q4 2024, worth a combined $30.2M — down 41% from $51.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new APRT positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 15 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $691K. The largest seller was Kestra Advisory Services, cutting an estimated $19.8M.
- 39 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $30.2M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q4 2024, down 41% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q4 2024 and 3 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $691K added.
- The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q4 2024 was Kestra Advisory Services, an estimated $19.8M sold.
Based on aggregated 13F filings for Q4 2024.