AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
13 hedge funds and large institutions have $20.9M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
1.79% more ownership
Funds ownership: 87.56% → 89.35% (+1.8%)
0% more funds holding
Funds holding: 13 → 13 (0)
3% less capital invested
Capital invested by funds: $21.5M → $20.9M (-$653K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.34M |
| 2 |
CAG
Compass Advisory Group
Melville,
New York
|
+$30.6K |
| 3 |
APA
American Portfolios Advisors
Holbrook,
New York
|
+$10.6K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$5.37K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$1.06K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.39M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$692K |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$38.5K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$18.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $10.6M | +$1.34M | +50,573 | +15% |
|
|
LAS
2
Lloyd Advisory Services
Suwanee,
Georgia
| $3.25M | -$38.5K | -1,447 | -1% |
|
|
AIMU
3
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.98M | -$1.39M | -52,237 | -41% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.88M | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $820K | -$692K | -26,023 | -46% |
|
|
CAG
6
Compass Advisory Group
Melville,
New York
| $696K | +$30.6K | +1,150 | +5% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $587K | -$18.8K | -707 | -3% |
|
|
T
8
TRUADVICE
Sarasota,
Florida
| $262K | – | – | – |
|
|
APW
9
Aurora Private Wealth
Rockaway,
New Jersey
| $257K | – | – | – |
|
|
APA
10
American Portfolios Advisors
Holbrook,
New York
| $255K | +$10.6K | +400 | +4% |
|
|
DFA
11
DHJJ Financial Advisors
Naperville,
Illinois
| $220K | +$1.06K | +40 | +0.5% |
|
12
Osaic Holdings
Scottsdale,
Arizona
| $86K | – | – | – |
|
|
13
UBS Group
Zurich,
Switzerland
| $6K | +$5.37K | +202 | +1,836% |
|
APRW Hedge Fund Activity: Q3 2021 in Review
13 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q3 2021, worth a combined $20.9M — down 3% from $21.5M a quarter earlier.
Fund positioning in APRW was balanced in Q3 2021: 0 funds opened new positions, 0 closed out, 5 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.34M. The largest seller was Allianz Investment Management US, cutting an estimated $1.39M.
- 13 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $20.9M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q3 2021, down 3% quarter-over-quarter.
- 0 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q3 2021 and 0 closed out.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q3 2021 was AE Wealth Management, an estimated $1.34M added.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q3 2021 was Allianz Investment Management US, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2021.