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AllianzIM U.S. Equity Buffer20 Apr ETF

52 hedge funds and large institutions have $150M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

80.75% more ownership

Funds ownership: 70.41%151.16% (+81%)

69% more capital invested

Capital invested by funds: $88.9M → $150M (+$61.1M)

30% more funds holding

Funds holding: 4052 (+12)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
52
Holders Change
+12
Holders Change %
+30%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
8
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$52.1M +$51.5M +1,720,647 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.1M -$909K -30,379 -4%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$11.7M +$10.5M +352,045 +979%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.96M -$9.68M -323,357 -58%
RJA
5
Raymond James & Associates
Florida
$6.4M +$6.33M +211,415 New
CA
6
Cetera Advisors
Colorado
$6.37M +$4.85M +162,046 +333%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.8M -$785K -26,232 -14%
OWA
8
Outlook Wealth Advisors
Texas
$4.79M +$4.74M +158,259 New
CAN
9
Cetera Advisor Networks
California
$4.48M -$30.9K -1,033 -0.7%
CF
10
Centaurus Financial
California
$3.31M -$216K -7,203 -6%
CAC
11
Certified Advisory Corp
Florida
$2.82M +$2.79M +93,340 New
GLR
12
Great Lakes Retirement
Ohio
$2.31M +$2.29M +76,482 New
SB
13
Strategic Blueprint
Georgia
$2.27M +$61.1K +2,041 +3%
LPL Financial
14
LPL Financial
California
$2.22M +$1.86M +62,234 +554%
KAS
15
Kestra Advisory Services
Texas
$1.88M +$628K +20,994 +51%
AWA
16
Authentikos Wealth Advisory
California
$1.5M +$1.48M +49,412 New
MML Investors Services
17
MML Investors Services
Massachusetts
$1.29M -$10.4K -347 -0.8%
ETIA
18
Epic Trust Investment Advisors
Washington
$1.16M
CPA
19
Clear Point Advisors
New York
$1.09M
IFG
20
Independent Financial Group
California
$1.07M -$16.5K -550 -2%
NFG
21
Nations Financial Group
Iowa
$902K -$313K -10,444 -26%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$868K -$34.6K -1,155 -4%
LIWM
23
Long Island Wealth Management
New York
$645K
FFN
24
Focus Financial Network
Minnesota
$635K +$641K +21,430 New
AWS
25
Atria Wealth Solutions
New York
$622K +$615K +20,544 New

APRW Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q1 2024, worth a combined $150M — up 69% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new APRW positions and 5 closed out — a net gain of 13 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $51.5M. The largest seller was Jane Street, exiting entirely with an estimated $15.3M sold.

  • 52 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $150M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q1 2024, up 69% quarter-over-quarter.
  • 18 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q1 2024 and 5 closed out, a net change of +13 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q1 2024 was AE Wealth Management, an estimated $51.5M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q1 2024 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2024.