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AllianzIM U.S. Equity Buffer20 Apr ETF

26 hedge funds and large institutions have $38.1M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

13% more funds holding

Funds holding: 2326 (+3)

4% more capital invested

Capital invested by funds: $36.5M → $38.1M (+$1.58M)

2.42% less ownership

Funds ownership: 63.34%60.93% (-2.4%)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$16.9M +$87.6K +3,373 +0.5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.64M -$944K -36,380 -13%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.63M -$357K -13,756 -12%
CAN
4
Cetera Advisor Networks
California
$1.74M +$380K +14,623 +28%
NFG
5
Nations Financial Group
Iowa
$1.18M +$47.3K +1,822 +4%
CA
6
Cetera Advisors
Colorado
$1.06M +$1.05M +40,509 New
SB
7
Strategic Blueprint
Georgia
$1.06M +$10.9K +420 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.05M -$70.8K -2,726 -6%
ETIA
9
Epic Trust Investment Advisors
Washington
$1.03M -$9.03K -348 -0.9%
OMC
10
Old Mission Capital
Illinois
$656K +$648K +24,979 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$642K +$340K +13,092 +115%
CAG
12
Compass Advisory Group
New York
$636K -$293K -11,275 -32%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$514K +$508K +19,586 New
AAS
14
Avantax Advisory Services
Texas
$419K -$17.8K -686 -4%
PWMG
15
Prestige Wealth Management Group
New Jersey
$394K -$14.5K -560 -4%
DFA
16
DHJJ Financial Advisors
Illinois
$371K -$20.2K -780 -5%
KAS
17
Kestra Advisory Services
Texas
$271K -$20.5K -790 -7%
IA
18
IFP Advisors
Florida
$262K -$75K -2,888 -22%
Goldman Sachs
19
Goldman Sachs
New York
$200K +$198K +7,623 New
CFD
20
Creative Financial Designs
Indiana
$124K -$26K -1,000 -17%
FFA
21
Farther Finance Advisors
California
$105K +$104K +4,000 New
AIMU
22
Allianz Investment Management US
Minnesota
$105K
AF
23
Advisornet Financial
Minnesota
$52.5K
CA
24
Corrado Advisors
New Jersey
$39.4K +$38.9K +1,500 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$39K

APRW Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q4 2022, worth a combined $38.1M — up 4.3% from $36.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new APRW positions and 3 closed out — a net gain of 4 holders — while 5 added to existing stakes and 11 trimmed.

The largest buyer was Cetera Advisors, opening a new position worth an estimated $1.05M. The largest seller was Commonwealth Equity Services, cutting an estimated $944K.

  • 26 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q4 2022, up from 23 in Q3 2022.
  • Funds reported $38.1M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q4 2022, up 4.3% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q4 2022 was Cetera Advisors, an estimated $1.05M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q4 2022 was Commonwealth Equity Services, an estimated $944K sold.

Based on aggregated 13F filings for Q4 2022.