We are live on ! Find out more
APRT icon

AllianzIM U.S. Equity Buffer10 Apr ETF

33 hedge funds and large institutions have $27.9M invested in AllianzIM U.S. Equity Buffer10 Apr ETF in 2025 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.1% less ownership

Funds ownership: 68.85%63.75% (-5.1%)

8% less capital invested

Capital invested by funds: $30.4M → $27.9M (-$2.55M)

18% less funds holding

Funds holding: 4033 (-7)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$4.98M -$586K -14,639 -11%
LPL Financial
2
LPL Financial
California
$3.48M +$1.52M +37,976 +80%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.3M -$1.24M -31,065 -27%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.4M +$49.7K +1,243 +2%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.24M +$925K +23,105 +318%
GI
6
Gradient Investments
Minnesota
$1.15M -$16.7K -418 -1%
NF
7
Nvest Financial
New Hampshire
$1.12M -$649K -16,218 -37%
CF
8
Centaurus Financial
California
$971K -$45.1K -1,128 -5%
BFG
9
Bleakley Financial Group
New Jersey
$931K
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$909K -$2.2K -55 -0.2%
SL
11
Sentinus LLC
Illinois
$890K +$350K +8,755 +67%
FHC
12
First Heartland Consultants
Missouri
$677K -$66.1K -1,653 -9%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$609K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$596K -$18.4K -460 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$477K -$5.4K -135 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$358K
KAS
17
Kestra Advisory Services
Texas
$341K -$313K -7,826 -48%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$324K -$5.24K -131 -2%
AWM
19
Accurate Wealth Management
Florida
$312K -$70K -1,750 -19%
PIA
20
Panoramic Investment Advisors
Colorado
$306K
FFN
21
Focus Financial Network
Minnesota
$306K -$26.5K -663 -8%
NFG
22
Nations Financial Group
Iowa
$301K +$16.8K +419 +6%
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$277K
SA
24
Sanctuary Advisors
Indiana
$276K
SNWA
25
Siligmueller & Norvid Wealth Advisors
Illinois
$268K +$264K +6,589 New

APRT Hedge Fund Activity: Q3 2025 in Review

33 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) for Q3 2025, worth a combined $27.9M — down 8.4% from $30.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of APRT and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $1.52M. The largest seller was Osaic Holdings, cutting an estimated $1.24M.

  • 33 institutional investors held AllianzIM U.S. Equity Buffer10 Apr ETF (APRT) as of Q3 2025, down from 40 in Q2 2025.
  • Funds reported $27.9M of AllianzIM U.S. Equity Buffer10 Apr ETF stock for Q3 2025, down 8.4% quarter-over-quarter.
  • 1 fund opened new AllianzIM U.S. Equity Buffer10 Apr ETF positions in Q3 2025 and 6 closed out, a net change of -5 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF buyer in Q3 2025 was LPL Financial, an estimated $1.52M added.
  • The largest AllianzIM U.S. Equity Buffer10 Apr ETF seller in Q3 2025 was Osaic Holdings, an estimated $1.24M sold.

Based on aggregated 13F filings for Q3 2025.