AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
33 hedge funds and large institutions have $48.3M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
27% more capital invested
Capital invested by funds: $38.1M → $48.3M (+$10.3M)
27% more funds holding
Funds holding: 26 → 33 (+7)
14.79% more ownership
Funds ownership: 60.93% → 75.72% (+15%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$8.12M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$3.86M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.7M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.31M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
-$1.03M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$656K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$514K |
| 4 |
Goldman Sachs
New York
|
-$200K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$171K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
26
Allianz Investment Management US
Minneapolis,
Minnesota
| $108K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $100K | -$171K | -6,370 | -61% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $40K | – | – | – |
|
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| $9.56K | +$2.7M | +100,925 | +40% |
|
|
AAS
30
Ameritas Advisory Services
Lincoln,
Nebraska
| $2.31K | +$2.28K | +85 | New |
|
|
KHC
31
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $1.46K | +$1.45K | +54 | New |
|
|
RWPA
32
Richard W. Paul & Associates
Novi,
Michigan
| $270 | +$268 | +10 | New |
|
|
BAM
33
Belpointe Asset Management
Reno,
Nevada
| $189 | +$187 | +7 | New |
|
|
ETIA
34
Epic Trust Investment Advisors
Richland,
Washington
| – | -$1.03M | -39,369 | Closed |
|
|
OMC
35
Old Mission Capital
Chicago,
Illinois
| – | -$656K | -24,979 | Closed |
|
|
36
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$514K | -19,586 | Closed |
|
|
37
Goldman Sachs
New York
| – | -$200K | -7,623 | Closed |
|
|
CA
38
Corrado Advisors
Ramsey,
New Jersey
| – | -$39.4K | -1,500 | Closed |
|
APRW Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q1 2023, worth a combined $48.3M — up 27% from $38.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new APRW positions and 5 closed out — a net gain of 7 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $8.12M. The largest seller was Epic Trust Investment Advisors, exiting entirely with an estimated $1.03M sold.
- 33 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q1 2023, up from 26 in Q4 2022.
- Funds reported $48.3M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q1 2023, up 27% quarter-over-quarter.
- 12 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q1 2023 was AE Wealth Management, an estimated $8.12M added.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q1 2023 was Epic Trust Investment Advisors, an estimated $1.03M sold.
Based on aggregated 13F filings for Q1 2023.