AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
69 hedge funds and large institutions have $210M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
57% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 14
40% more capital invested
Capital invested by funds: $150M → $210M (+$60M)
33% more funds holding
Funds holding: 52 → 69 (+17)
87.36% less ownership
Funds ownership: 151.16% → 63.8% (-87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$13.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$10.7M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.75M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$4.54M |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$1.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.34M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$321K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$301K |
| 5 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$296K |
APRW Hedge Fund Activity: Q2 2024 in Review
69 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q2 2024, worth a combined $210M — up 40% from $150M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new APRW positions and 5 closed out — a net gain of 19 holders — while 22 added to existing stakes and 14 trimmed.
The largest buyer was Lloyd Advisory Services, opening a new position worth an estimated $13.3M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $1.5M sold.
- 69 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q2 2024, up from 52 in Q1 2024.
- Funds reported $210M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q2 2024, up 40% quarter-over-quarter.
- 24 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q2 2024 and 5 closed out, a net change of +19 holders.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q2 2024 was Lloyd Advisory Services, an estimated $13.3M added.
- The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q2 2024 was Authentikos Wealth Advisory, an estimated $1.5M sold.
Based on aggregated 13F filings for Q2 2024.