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AllianzIM U.S. Equity Buffer20 Apr ETF

33 hedge funds and large institutions have $48.3M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

27% more capital invested

Capital invested by funds: $38.1M → $48.3M (+$10.3M)

27% more funds holding

Funds holding: 2633 (+7)

14.79% more ownership

Funds ownership: 60.93%75.72% (+15%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
33
Holders Change
+7
Holders Change %
+26.92%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.5M +$1.1M +40,992 +6%
AWM
2
AE Wealth Management
Kansas
$8.19M +$8.12M +303,121 New
W
3
Wealthquest
Ohio
$3.9M +$3.86M +144,256 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.67M -$34.5K -1,287 -1%
CAN
5
Cetera Advisor Networks
California
$2.61M +$814K +30,387 +46%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.98M +$1.31M +48,880 +200%
SB
7
Strategic Blueprint
Georgia
$1.48M +$388K +14,478 +36%
NFG
8
Nations Financial Group
Iowa
$1.18M -$26.2K -978 -2%
CA
9
Cetera Advisors
Colorado
$1.01M -$79.7K -2,976 -7%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$923K -$157K -5,858 -15%
IFG
11
Independent Financial Group
California
$835K +$827K +30,898 New
BOSSRA
12
B.O.S.S. Retirement Advisors
Utah
$631K +$626K +23,361 New
CAG
13
Compass Advisory Group
New York
$592K -$53.6K -2,000 -8%
GLR
14
Great Lakes Retirement
Ohio
$510K +$505K +18,868 New
CF
15
Centaurus Financial
California
$456K +$452K +16,862 New
AWM
16
Accurate Wealth Management
Florida
$420K +$413K +15,431 +15,431%
AAS
17
Avantax Advisory Services
Texas
$412K -$19K -711 -4%
DFA
18
DHJJ Financial Advisors
Illinois
$358K -$23.3K -870 -6%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$311K +$308K +11,500 New
KAS
20
Kestra Advisory Services
Texas
$288K +$9.37K +350 +3%
HI
21
Harbour Investments
Wisconsin
$253K +$250K +9,353 New
PWMG
22
Prestige Wealth Management Group
New Jersey
$250K -$154K -5,759 -38%
AF
23
Advisornet Financial
Minnesota
$129K +$74.3K +2,775 +139%
CFD
24
Creative Financial Designs
Indiana
$128K
FFA
25
Farther Finance Advisors
California
$108K

APRW Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q1 2023, worth a combined $48.3M — up 27% from $38.1M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new APRW positions and 5 closed out — a net gain of 7 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $8.12M. The largest seller was Epic Trust Investment Advisors, exiting entirely with an estimated $1.03M sold.

  • 33 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q1 2023, up from 26 in Q4 2022.
  • Funds reported $48.3M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 12 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q1 2023 and 5 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q1 2023 was AE Wealth Management, an estimated $8.12M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q1 2023 was Epic Trust Investment Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q1 2023.