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AllianzIM U.S. Equity Buffer10 Apr ETF

34 hedge funds and large institutions have $23.9M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.65% less ownership

Funds ownership: 65.19%62.54% (-2.6%)

13% less funds holding

Funds holding: 3934 (-5)

21% less capital invested

Capital invested by funds: $30.2M → $23.9M (-$6.3M)

63% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 16

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
34
Holders Change
-5
Holders Change %
-12.82%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$4.28M -$2.2M -56,775 -33%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.71M -$379K -9,795 -9%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.14M -$13.4K -347 -0.6%
NF
4
Nvest Financial
New Hampshire
$1.47M +$50.3K +1,301 +3%
LPL Financial
5
LPL Financial
California
$1.23M +$55.5K +1,435 +5%
AWS
6
Atria Wealth Solutions
New York
$994K -$247K -6,391 -19%
BFG
7
Bleakley Financial Group
New Jersey
$848K
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$832K -$3.83K -99 -0.4%
AA
9
Armis Advisers
Georgia
$707K
Citadel Advisors
10
Citadel Advisors
Florida
$669K -$5.42K -140 -0.8%
FHC
11
First Heartland Consultants
Missouri
$632K -$93.1K -2,406 -12%
KAS
12
Kestra Advisory Services
Texas
$590K -$66.6K -1,720 -10%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$555K
AAS
14
Avantax Advisory Services
Texas
$473K -$603K -15,591 -55%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$461K -$99.6K -2,574 -17%
CF
16
Centaurus Financial
California
$409K -$3.75K -97 -0.9%
HI
17
Harbour Investments
Wisconsin
$364K -$126K -3,251 -25%
AWM
18
Accurate Wealth Management
Florida
$343K -$19.3K -500 -5%
SL
19
Sentinus LLC
Illinois
$312K
FFN
20
Focus Financial Network
Minnesota
$290K +$1.01K +26 +0.3%
PIA
21
Panoramic Investment Advisors
Colorado
$279K
FIA
22
Foundations Investment Advisors
Arizona
$276K
Raymond James Financial
23
Raymond James Financial
Florida
$260K +$42.1K +1,087 +18%
SA
24
Sanctuary Advisors
Indiana
$251K
NFG
25
Nations Financial Group
Iowa
$214K -$74.4K -1,924 -25%

APRT Hedge Fund Activity: Q1 2025 in Review

34 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q1 2025, worth a combined $23.9M — down 21% from $30.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of APRT and 1 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 6 added.

The largest buyer was Barclays, opening a new position worth an estimated $155K. The largest seller was Osaic Holdings, cutting an estimated $2.2M.

  • 34 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q1 2025, down from 39 in Q4 2024.
  • Funds reported $23.9M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q1 2025, down 21% quarter-over-quarter.
  • 1 fund opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q1 2025 and 5 closed out, a net change of -4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q1 2025 was Barclays, an estimated $155K added.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q1 2025 was Osaic Holdings, an estimated $2.2M sold.

Based on aggregated 13F filings for Q1 2025.