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AllianzIM U.S. Equity Buffer20 Apr ETF

64 hedge funds and large institutions have $115M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 63.69%62.27% (-1.4%)

6% less funds holding

Funds holding: 6864 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

45% less capital invested

Capital invested by funds: $209M → $115M (-$94.5M)

67% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 30

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
64
Holders Change
-4
Holders Change %
-5.88%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
10
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$30M -$739K -23,469 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$13.6M -$5.04M -160,232 -28%
CF
3
Centaurus Financial
California
$7.33M -$241K -7,661 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.12M -$317K -10,055 -4%
RJA
5
Raymond James & Associates
Florida
$6.87M +$43.1K +1,370 +0.6%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.58M -$10.5M -333,316 -62%
CAC
7
Certified Advisory Corp
Florida
$3.89M -$5.01K -159 -0.1%
AWS
8
Atria Wealth Solutions
New York
$3.35M -$418K -13,278 -11%
KAS
9
Kestra Advisory Services
Texas
$3.27M -$2.13M -67,532 -40%
SB
10
Strategic Blueprint
Georgia
$2.51M -$104K -3,306 -4%
SWM
11
Spire Wealth Management
Virginia
$1.6M -$344K -10,927 -18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.59M -$414K -13,163 -21%
Jane Street
13
Jane Street
New York
$1.49M +$716K +22,740 +97%
LPL Financial
14
LPL Financial
California
$1.36M +$407K +12,918 +44%
AAS
15
Avantax Advisory Services
Texas
$1.33M -$371K -11,781 -22%
HI
16
Harbour Investments
Wisconsin
$1.26M -$756K -24,015 -38%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.25M -$1.64K -52 -0.1%
CAG
18
Compass Advisory Group
New York
$1.15M +$603K +19,155 +115%
CPA
19
Clear Point Advisors
New York
$1.08M
FFN
20
Focus Financial Network
Minnesota
$944K
OIA
21
OneDigital Investment Advisors
Kansas
$926K
NFG
22
Nations Financial Group
Iowa
$916K -$2.27K -72 -0.3%
DAS
23
Diversify Advisory Services
Utah
$898K -$33.6K -1,066 -4%
IFG
24
Independent Financial Group
California
$858K -$303K -9,634 -27%
SL
25
Sentinus LLC
Illinois
$831K +$355K +11,291 +159%

APRW Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q3 2024, worth a combined $115M — down 45% from $209M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of APRW and 6 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 10 added.

The largest buyer was Jane Street, adding an estimated $716K. The largest seller was AE Wealth Management, cutting an estimated $55.8M.

  • 64 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q3 2024, down from 68 in Q2 2024.
  • Funds reported $115M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q3 2024, down 45% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q3 2024 and 9 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q3 2024 was Jane Street, an estimated $716K added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q3 2024 was AE Wealth Management, an estimated $55.8M sold.

Based on aggregated 13F filings for Q3 2024.