We are live on ! Find out more
APRW icon

AllianzIM U.S. Equity Buffer20 Apr ETF

23 hedge funds and large institutions have $36.5M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

5% less capital invested

Capital invested by funds: $38.4M → $36.5M (-$1.86M)

1.65% less ownership

Funds ownership: 64.99%63.34% (-1.7%)

12% less funds holding

Funds holding: 2623 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
23
Holders Change
-3
Holders Change %
-11.54%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$16M +$1.21M +46,477 +8%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.25M +$596K +22,978 +9%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.85M +$1.05M +40,639 +55%
CAN
4
Cetera Advisor Networks
California
$1.29M +$179K +6,889 +15%
NFG
5
Nations Financial Group
Iowa
$1.08M +$22.3K +859 +2%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.07M +$43.3K +1,668 +4%
APA
7
American Portfolios Advisors
New York
$1.02M +$40.4K +1,555 +4%
SB
8
Strategic Blueprint
Georgia
$996K -$150K -5,765 -13%
ETIA
9
Epic Trust Investment Advisors
Washington
$995K +$1.03M +39,717 New
CAG
10
Compass Advisory Group
New York
$881K
AAS
11
Avantax Advisory Services
Texas
$417K +$7.94K +306 +2%
Jane Street
12
Jane Street
New York
$401K -$700K -26,963 -63%
PWMG
13
Prestige Wealth Management Group
New Jersey
$390K -$1.86M -71,746 -82%
DFA
14
DHJJ Financial Advisors
Illinois
$373K
IA
15
IFP Advisors
Florida
$335K +$16.2K +625 +5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$284K +$13.1K +504 +5%
KAS
17
Kestra Advisory Services
Texas
$278K -$7.5K -289 -3%
APW
18
Aurora Private Wealth
New Jersey
$243K
CFD
19
Creative Financial Designs
Indiana
$143K
AIMU
20
Allianz Investment Management US
Minnesota
$100K +$104K +4,000 New
AF
21
Advisornet Financial
Minnesota
$50K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$37K
HI
23
Harbour Investments
Wisconsin
$25K
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$1.66M -65,396 Closed
WP
25
WealthSource Partners
California
-$1.01M -39,800 Closed

APRW Hedge Fund Activity: Q3 2022 in Review

23 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q3 2022, worth a combined $36.5M — down 4.9% from $38.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of APRW and 2 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 10 added.

The largest buyer was Osaic Holdings, adding an estimated $1.21M. The largest seller was Prestige Wealth Management Group, cutting an estimated $1.86M.

  • 23 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q3 2022, down from 26 in Q2 2022.
  • Funds reported $36.5M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q3 2022, down 4.9% quarter-over-quarter.
  • 2 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q3 2022 and 5 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q3 2022 was Osaic Holdings, an estimated $1.21M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q3 2022 was Prestige Wealth Management Group, an estimated $1.86M sold.

Based on aggregated 13F filings for Q3 2022.