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AllianzIM U.S. Equity Buffer20 Apr ETF

64 hedge funds and large institutions have $115M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 63.69%62.27% (-1.4%)

6% less funds holding

Funds holding: 6864 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

45% less capital invested

Capital invested by funds: $209M → $115M (-$94.5M)

67% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$816K -$55.8M -1,771,345 -99%
ECA
27
Elevated Capital Advisors
Utah
$808K -$806K -25,586 -51%
RIA
28
Regal Investment Advisors
Michigan
$722K +$630 +20 +0.1%
AWM
29
Accurate Wealth Management
Florida
$706K
FIA
30
Foundations Investment Advisors
Arizona
$698K -$15.1K -479 -2%
LIWM
31
Long Island Wealth Management
New York
$670K
JSA
32
Jim Saulnier & Associates
Colorado
$602K +$587K +18,658 New
CFD
33
Creative Financial Designs
Indiana
$562K +$400K +12,693 +269%
FFA
34
Farther Finance Advisors
California
$545K +$532K +16,912 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$527K +$17K +539 +3%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$481K -$1.92K -61 -0.4%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$467K -$95K -3,017 -17%
JP Morgan Chase
38
JP Morgan Chase
New York
$450K -$888K -28,192 -67%
FHC
39
First Heartland Consultants
Missouri
$441K -$35.8K -1,137 -8%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$413K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$392K -$829K -26,346 -68%
PA
42
PFG Advisors
Arizona
$390K
LAS
43
Lloyd Advisory Services
Georgia
$373K -$13.4M -425,755 -97%
Citadel Advisors
44
Citadel Advisors
Florida
$362K +$354K +11,231 New
IA
45
IFP Advisors
Florida
$325K
DFA
46
DHJJ Financial Advisors
Illinois
$311K -$46.8K -1,485 -13%
FA
47
FSA Advisors
Michigan
$293K +$19.3K +614 +7%
WG
48
Wealth Group
North Carolina
$209K
JPLA
49
Joseph P. Lucia & Associates
New York
$203K +$198K +6,285 New
UBS Group
50
UBS Group
Switzerland
$196K +$168K +5,351 +752%

APRW Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q3 2024, worth a combined $115M — down 45% from $209M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of APRW and 6 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $716K. The largest seller was AE Wealth Management, cutting an estimated $55.8M.

  • 64 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q3 2024, down from 68 in Q2 2024.
  • Funds reported $115M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q3 2024, down 45% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q3 2024 and 9 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q3 2024 was Jane Street, an estimated $716K added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q3 2024 was AE Wealth Management, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2024.