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AllianzIM U.S. Equity Buffer20 Apr ETF

42 hedge funds and large institutions have $117M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

143% more capital invested

Capital invested by funds: $48.3M → $117M (+$69.1M)

27% more funds holding

Funds holding: 3342 (+9)

1.47% less ownership

Funds ownership: 75.72%74.25% (-1.5%)

Holders
42
Holders Change
+9
Holders Change %
+27.27%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
15
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$31.9M +$12.4M +451,026 +66%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$30.5M +$20.1M +732,596 +207%
AWM
3
AE Wealth Management
Kansas
$12.6M +$3.98M +145,236 +48%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.84M +$4.93M +179,935 +182%
W
5
Wealthquest
Ohio
$5.88M +$1.78M +64,949 +45%
CAN
6
Cetera Advisor Networks
California
$4.65M +$1.89M +68,856 +71%
CF
7
Centaurus Financial
California
$3.44M +$2.89M +105,565 +626%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.28M +$215K +7,840 +11%
CA
9
Cetera Advisors
Colorado
$1.62M +$554K +20,228 +54%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.62M +$1.58M +57,587 New
IFG
11
Independent Financial Group
California
$1.31M +$435K +15,877 +51%
SB
12
Strategic Blueprint
Georgia
$1.25M -$275K -10,055 -18%
NFG
13
Nations Financial Group
Iowa
$1.23M -$5.62K -205 -0.5%
KAS
14
Kestra Advisory Services
Texas
$1.2M +$882K +32,180 +301%
ETIA
15
Epic Trust Investment Advisors
Washington
$1.09M +$1.06M +38,869 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$927K -$31.6K -1,152 -3%
WP
17
WealthSource Partners
California
$876K +$854K +31,184 New
HI
18
Harbour Investments
Wisconsin
$845K +$567K +20,705 +221%
OWA
19
Outlook Wealth Advisors
Texas
$715K +$697K +25,449 New
CAG
20
Compass Advisory Group
New York
$588K -$26.3K -960 -4%
MML Investors Services
21
MML Investors Services
Massachusetts
$563K +$549K +20,037 New
AWM
22
Accurate Wealth Management
Florida
$532K +$90.7K +3,311 +21%
AAS
23
Avantax Advisory Services
Texas
$436K +$7.56K +276 +2%
Jane Street
24
Jane Street
New York
$428K +$417K +15,220 New
MSFS
25
Main Street Financial Solutions
Pennsylvania
$382K +$57.5K +2,100 +18%

APRW Hedge Fund Activity: Q2 2023 in Review

42 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q2 2023, worth a combined $117M — up 143% from $48.3M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new APRW positions and 6 closed out — a net gain of 9 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $20.1M. The largest seller was B.O.S.S. Retirement Advisors, exiting entirely with an estimated $631K sold.

  • 42 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q2 2023, up from 33 in Q1 2023.
  • Funds reported $117M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q2 2023, up 143% quarter-over-quarter.
  • 15 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q2 2023 and 6 closed out, a net change of +9 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $20.1M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q2 2023 was B.O.S.S. Retirement Advisors, an estimated $631K sold.

Based on aggregated 13F filings for Q2 2023.