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AllianzIM U.S. Equity Buffer20 Apr ETF
APRW

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: 64 → 63 (-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
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$1.37M
2
SMAM
Sugar Maple Asset Management
Wisconsin
+$186K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$172K
4
KAS
Kestra Advisory Services
Texas
+$131K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$80.6K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$1.08M
2
OIA
OneDigital Investment Advisors
Kansas
-$926K
3
AAS
Avantax Advisory Services
Texas
-$890K
4
Osaic Holdings
Osaic Holdings
Arizona
-$803K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$780K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Advisornet Financial
Minnesota
$124K – – –
Bank of America
52
Bank of America
North Carolina
$118K – – –
SCA
53
Stuart Chaussee & Associates
California
$72.2K – – –
PWMG
54
Prestige Wealth Management Group
New Jersey
$47.6K – – –
FNWA
55
Financial Network Wealth Advisors
Utah
$29.5K -$125K -3,814 -81%
SPIA
56
Steward Partners Investment Advisory
New York
$24.2K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$22.4K – – –
UBS Group
58
UBS Group
Switzerland
$21K -$177K -5,422 -89%
CAS
59
Coppell Advisory Solutions
Texas
$13.9K – – –
EWA
60
EverSource Wealth Advisors
Alabama
$2.63K -$9.8K -300 -79%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
GM
62
GeoWealth Management
Illinois
$689 – – –
OLVIG
63
Oliver Lagore Vanvalin Investment Group
Michigan
$197 – – –
OIA
64
OneDigital Investment Advisors
Kansas
– -$926K -28,718 Closed
RIA
65
Regal Investment Advisors
Michigan
– -$722K -22,399 Closed
LAS
66
Lloyd Advisory Services
Georgia
– -$373K -11,560 Closed
FA
67
FSA Advisors
Michigan
– -$293K -9,401 Closed
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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.