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AllianzIM U.S. Equity Buffer20 Apr ETF
APRW

52 hedge funds and large institutions have $150M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

80.75% more ownership

Funds ownership: 70.41% → 151.16% (+81%)

69% more capital invested

Capital invested by funds: $88.9M → $150M (+$61.1M)

30% more funds holding

Funds holding: 40 → 52 (+12)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
8
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$51.5M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$10.5M
3
RJA
Raymond James & Associates
Florida
+$6.33M
4
CA
Cetera Advisors
Colorado
+$4.85M
5
OWA
Outlook Wealth Advisors
Texas
+$4.74M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$15.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$9.68M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.83M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$909K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$785K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$553K +$547K +18,261 New
AWM
27
Accurate Wealth Management
Florida
$533K +$29.1K +972 +6%
CAG
28
Compass Advisory Group
New York
$504K – – –
KFG
29
Kingdom Financial Group
Arizona
$457K +$452K +15,117 New
AAS
30
Avantax Advisory Services
Texas
$431K +$135K +4,506 +46%
CAG
31
Csenge Advisory Group
Florida
$416K +$411K +13,731 New
GM
32
GeoWealth Management
Illinois
$406K +$402K +13,416 New
MSFS
33
Main Street Financial Solutions
Pennsylvania
$387K – – –
DFA
34
DHJJ Financial Advisors
Illinois
$343K -$3.8K -127 -1%
LNC
35
Lincoln National Corp
Pennsylvania
$321K – – –
AFS
36
Access Financial Services
Minnesota
$318K +$314K +10,500 New
Citadel Advisors
37
Citadel Advisors
Florida
$301K +$91.6K +3,059 +45%
PIS
38
POM Investment Strategies
North Carolina
$296K +$293K +9,777 New
FA
39
FSA Advisors
Michigan
$268K +$265K +8,857 New
W
40
Wealthquest
Ohio
$236K -$141K -4,695 -38%
PWMG
41
Prestige Wealth Management Group
New Jersey
$184K – – –
CFD
42
Creative Financial Designs
Indiana
$143K – – –
Bank of America
43
Bank of America
North Carolina
$136K -$43.4K -1,450 -24%
AIMU
44
Allianz Investment Management US
Minnesota
$121K – – –
AF
45
Advisornet Financial
Minnesota
$114K -$29.9K -1,000 -21%
SCA
46
Stuart Chaussee & Associates
California
$66.6K +$65.8K +2,200 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$45K – – –
PA
48
Pineridge Advisors
Missouri
$41.7K +$41.2K +1,377 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$20.6K – – –
RWPA
50
Richard W. Paul & Associates
Michigan
$4.24K +$4.19K +140 New
1
2
3

APRW Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q1 2024, worth a combined $150M — up 69% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new APRW positions and 5 closed out — a net gain of 13 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $51.5M. The largest seller was Jane Street, exiting entirely with an estimated $15.3M sold.

  • 52 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $150M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q1 2024, up 69% quarter-over-quarter.
  • 18 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q1 2024 and 5 closed out, a net change of +13 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q1 2024 was AE Wealth Management, an estimated $51.5M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q1 2024 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.