AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
40 hedge funds and large institutions have $104M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 5 closing their positions.
4.29% more ownership
Funds ownership: 74.25% → 78.53% (+4.3%)
5% less funds holding
Funds holding: 42 → 40 (-2)
11% less capital invested
Capital invested by funds: $117M → $104M (-$13.5M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.13M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.24M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$711K |
| 4 |
TSS
Two Sigma Securities
New York
|
+$245K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$243K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.56M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$5.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$980K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$956K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$845K |
APRW Hedge Fund Activity: Q3 2023 in Review
40 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q3 2023, worth a combined $104M — down 11% from $117M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of APRW and 3 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 9 added.
The largest buyer was Osaic Holdings, adding an estimated $2.13M. The largest seller was Commonwealth Equity Services, cutting an estimated $7.56M.
- 40 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q3 2023, down from 42 in Q2 2023.
- Funds reported $104M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q3 2023 and 5 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q3 2023 was Osaic Holdings, an estimated $2.13M added.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $7.56M sold.
Based on aggregated 13F filings for Q3 2023.