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AllianzIM U.S. Equity Buffer20 Apr ETF

63 hedge funds and large institutions have $110M invested in AllianzIM U.S. Equity Buffer20 Apr ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3.73% more ownership

Funds ownership: 62.27%66% (+3.7%)

4% less capital invested

Capital invested by funds: $115M → $110M (-$4.62M)

2% less funds holding

Funds holding: 6463 (-1)

85% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 33

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
33
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$29.8M -$780K -23,886 -3%
Osaic Holdings
2
Osaic Holdings
Arizona
$13M -$803K -24,596 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$7.92M +$7.88M +241,364 New
CF
4
Centaurus Financial
California
$7.33M -$130K -3,982 -2%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.78M +$80.6K +2,468 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.46M -$780K -23,873 -11%
CAC
7
Certified Advisory Corp
Florida
$3.93M -$39.1K -1,196 -1%
KAS
8
Kestra Advisory Services
Texas
$3.46M +$131K +4,013 +4%
AWS
9
Atria Wealth Solutions
New York
$2.94M -$472K -14,446 -14%
SB
10
Strategic Blueprint
Georgia
$2.54M -$9.93K -304 -0.4%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.5M -$124K -3,790 -8%
MFN
12
Midwest Financial Network
Illinois
$1.47M +$1.47M +44,925 New
SWM
13
Spire Wealth Management
Virginia
$1.38M -$247K -7,559 -15%
OMC
14
Old Mission Capital
Illinois
$1.38M +$1.37M +41,908 New
MML Investors Services
15
MML Investors Services
Massachusetts
$1.25M -$24K -735 -2%
HI
16
Harbour Investments
Wisconsin
$1.2M -$80.2K -2,457 -6%
CAG
17
Compass Advisory Group
New York
$1.18M
LPL Financial
18
LPL Financial
California
$1.16M -$220K -6,750 -16%
CPA
19
Clear Point Advisors
New York
$1.1M -$914 -28 -0.1%
FFN
20
Focus Financial Network
Minnesota
$961K
IFG
21
Independent Financial Group
California
$905K +$31.4K +960 +4%
NFG
22
Nations Financial Group
Iowa
$878K -$54.7K -1,674 -6%
DAS
23
Diversify Advisory Services
Utah
$783K -$123K -3,774 -14%
ECA
24
Elevated Capital Advisors
Utah
$738K -$84.3K -2,581 -10%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$710K +$172K +5,272 +32%

APRW Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) for Q4 2024, worth a combined $110M — down 4% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new APRW positions and 4 closed out — a net gain of 2 holders — while 5 added to existing stakes and 33 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.37M. The largest seller was Jane Street, cutting an estimated $1.08M.

  • 63 institutional investors held AllianzIM U.S. Equity Buffer20 Apr ETF (APRW) as of Q4 2024, down from 64 in Q3 2024.
  • Funds reported $110M of AllianzIM U.S. Equity Buffer20 Apr ETF stock for Q4 2024, down 4% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Apr ETF positions in Q4 2024 and 4 closed out, a net change of +2 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF buyer in Q4 2024 was Old Mission Capital, an estimated $1.37M added.
  • The largest AllianzIM U.S. Equity Buffer20 Apr ETF seller in Q4 2024 was Jane Street, an estimated $1.08M sold.

Based on aggregated 13F filings for Q4 2024.