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AllianzIM U.S. Equity Buffer20 Apr ETF

63 hedge funds and large institutions have $110M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3.73% more ownership

Funds ownership: 62.27%66% (+3.7%)

4% less capital invested

Capital invested by funds: $115M → $110M (-$4.62M)

2% less funds holding

Funds holding: 6463 (-1)

85% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 33

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Accurate Wealth Management
Florida
$705K -$10K -307 -1%
JSA
27
Jim Saulnier & Associates
Colorado
$613K
LIWM
28
Long Island Wealth Management
New York
$570K -$111K -3,400 -16%
FFA
29
Farther Finance Advisors
California
$555K
AWM
30
AE Wealth Management
Kansas
$482K -$347K -10,618 -42%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$475K +$163 +5 +0%
AAS
32
Avantax Advisory Services
Texas
$456K -$890K -27,252 -66%
FHC
33
First Heartland Consultants
Missouri
$449K
Jane Street
34
Jane Street
New York
$430K -$1.08M -33,115 -72%
MSFS
35
Main Street Financial Solutions
Pennsylvania
$420K
PA
36
PFG Advisors
Arizona
$376K -$21.7K -663 -5%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$351K -$48.4K -1,482 -12%
SWP
38
Sagespring Wealth Partners
Tennessee
$328K +$326K +9,989 New
DFA
39
DHJJ Financial Advisors
Illinois
$298K -$18.6K -570 -6%
Citadel Advisors
40
Citadel Advisors
Florida
$293K -$75.6K -2,314 -21%
FIA
41
Foundations Investment Advisors
Arizona
$291K -$418K -12,788 -59%
CFD
42
Creative Financial Designs
Indiana
$236K -$334K -10,216 -59%
SL
43
Sentinus LLC
Illinois
$224K -$379K -11,603 -63%
IA
44
IFP Advisors
Florida
$218K -$113K -3,446 -34%
WG
45
Wealth Group
North Carolina
$212K
JPLA
46
Joseph P. Lucia & Associates
New York
$206K
GFG
47
Grantvest Financial Group
New Jersey
$201K +$200K +6,113 New
SMAM
48
Sugar Maple Asset Management
Wisconsin
$187K +$186K +5,709 New
JP Morgan Chase
49
JP Morgan Chase
New York
$141K -$316K -9,675 -69%
AIMU
50
Allianz Investment Management US
Minnesota
$131K

APRW Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q4 2024, worth a combined $110M — down 4% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new APRW positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 33 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $1.08M.

  • 63 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $110M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q4 2024 was Old Mission Capital, an estimated $1.37M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q4 2024 was Jane Street, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2024.