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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
FNWA
51
Financial Network Wealth Advisors
Utah
$152K -$17.5K -555 -11%
AIMU
52
Allianz Investment Management US
Minnesota
$129K
AF
53
Advisornet Financial
Minnesota
$122K
Bank of America
54
Bank of America
North Carolina
$116K -$12.6K -400 -10%
SCA
55
Stuart Chaussee & Associates
California
$70.9K
PWMG
56
Prestige Wealth Management Group
New Jersey
$46.8K
AWM
57
Aspire Wealth Management
Massachusetts
$29.6K +$28.9K +917 New
SPIA
58
Steward Partners Investment Advisory
New York
$23.7K
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$22K
CAS
60
Coppell Advisory Solutions
Texas
$13.6K
EWA
61
EverSource Wealth Advisors
Alabama
$12.3K +$12K +380 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$1K
GM
63
GeoWealth Management
Illinois
$677 -$385K -12,231 -100%
OLVIG
64
Oliver Lagore Vanvalin Investment Group
Michigan
$193
OWA
65
Outlook Wealth Advisors
Texas
-$4M -162,990 Closed
GLR
66
Great Lakes Retirement
Ohio
-$2.16M -69,438 Closed
AFS
67
Access Financial Services
Minnesota
-$1.68M -54,020 Closed
CAG
68
Csenge Advisory Group
Florida
-$581K -18,652 Closed
KFG
69
Kingdom Financial Group
Arizona
-$395K -12,694 Closed
KCM
70
Kaye Capital Management
California
-$314K -10,087 Closed
BOSSRA
71
B.O.S.S. Retirement Advisors
Utah
-$310K -9,967 Closed
PA
72
Pineridge Advisors
Missouri
-$39.6K -1,272 Closed
RWPA
73
Richard W. Paul & Associates
Michigan
-$4.36K -140 Closed

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.