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AllianzIM U.S. Equity Buffer20 Apr ETF

42 hedge funds and large institutions have $117M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

143% more capital invested

Capital invested by funds: $48.3M → $117M (+$69.1M)

27% more funds holding

Funds holding: 3342 (+9)

1.47% less ownership

Funds ownership: 75.72%74.25% (-1.5%)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$372K
OMC
27
Old Mission Capital
Illinois
$327K +$318K +11,620 New
LNC
28
Lincoln National Corp
Pennsylvania
$298K +$290K +10,600 New
Citadel Advisors
29
Citadel Advisors
Florida
$283K +$276K +10,068 New
RW
30
RVW Wealth
California
$266K +$259K +9,472 New
WP
31
WealthPLAN Partners
Nebraska
$244K +$238K +8,694 New
PWMG
32
Prestige Wealth Management Group
New Jersey
$171K -$86.6K -3,160 -34%
AF
33
Advisornet Financial
Minnesota
$134K
CFD
34
Creative Financial Designs
Indiana
$133K
FFA
35
Farther Finance Advisors
California
$112K
AIMU
36
Allianz Investment Management US
Minnesota
$112K
IA
37
IFP Advisors
Florida
$112K -$384 -14 -0.4%
IPW
38
Impact Partnership Wealth
Georgia
$76.4K +$74.5K +2,718 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$42K
WIM
40
WealthPlan Investment Management
Nebraska
$36.1K +$35.2K +1,286 New
OLVIG
41
Oliver Lagore Vanvalin Investment Group
Michigan
$30.3K +$29.6K +1,079 New
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$19.2K +$18.7K +682 New
BOSSRA
43
B.O.S.S. Retirement Advisors
Utah
-$631K -23,361 Closed
GLR
44
Great Lakes Retirement
Ohio
-$510K -18,868 Closed
AAS
45
Ameritas Advisory Services
Nebraska
-$2.31K -85 Closed
KHC
46
Koesten Hirschmann & Crabtree
Kansas
-$1.46K -54 Closed
RWPA
47
Richard W. Paul & Associates
Michigan
-$270 -10 Closed
BAM
48
Belpointe Asset Management
Nevada
-$189 -7 Closed

APRW Hedge Fund Activity: Q2 2023 in Review

42 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q2 2023, worth a combined $117M — up 143% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new APRW positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $20.1M. The largest seller was B.O.S.S. Retirement Advisors, exiting entirely with an estimated $631K sold.

  • 42 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $117M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q2 2023, up 143% quarter-over-quarter.
  • 15 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q2 2023 and 6 closed out, a net change of +9 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $20.1M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q2 2023 was B.O.S.S. Retirement Advisors, an estimated $631K sold.

Based on aggregated 13F filings for Q2 2023.