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AllianzIM US Equity Buffer15 Uncapped Apr ETF

19 hedge funds and large institutions have $21M invested in AllianzIM US Equity Buffer15 Uncapped Apr ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

46% more funds holding

Funds holding: 1319 (+6)

18% more capital invested

Capital invested by funds: $17.8M → $21M (+$3.18M)

16.58% less ownership

Funds ownership: 100.46%83.88% (-17%)

Holders
19
Holders Change
+6
Holders Change %
+46.15%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$5.36M
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.96M +$381K +14,639 +11%
KAS
3
Kestra Advisory Services
Texas
$2.41M +$465K +17,855 +25%
SI
4
Stephens Inc
Arkansas
$2.16M +$14.8K +569 +0.7%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.81M +$166K +6,372 +10%
PFGIA
6
Patriot Financial Group Insurance Agency
Massachusetts
$1.73M -$1.01M -38,684 -38%
FHC
7
First Heartland Consultants
Missouri
$540K
SB
8
Strategic Blueprint
Georgia
$491K +$475K +18,245 New
AWS
9
Atria Wealth Solutions
New York
$363K -$5.05K -194 -1%
SOS
10
Silver Oak Securities
Tennessee
$361K +$97.8K +3,756 +39%
IFG
11
Independent Financial Group
California
$336K
OMC
12
Old Mission Capital
Illinois
$328K +$317K +12,178 New
FIA
13
Foundations Investment Advisors
Arizona
$277K +$268K +10,288 New
HI
14
Harbour Investments
Wisconsin
$232K +$224K +8,610 New
Citadel Advisors
15
Citadel Advisors
Florida
$219K +$212K +8,150 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$215K -$5.05K -194 -2%
CFD
17
Creative Financial Designs
Indiana
$159K +$154K +5,900 New
UBS Group
18
UBS Group
Switzerland
$8.15K +$7.89K +303 New
Osaic Holdings
19
Osaic Holdings
Arizona
$4.25K
SFC
20
Strategic Financial Concepts
Texas
-$6.68K -171,728 Closed

ARLU Hedge Fund Activity: Q3 2024 in Review

19 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) for Q3 2024, worth a combined $21M — up 18% from $17.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ARLU positions and 1 closed out — a net gain of 6 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Strategic Blueprint, opening a new position worth an estimated $475K. The largest seller was Patriot Financial Group Insurance Agency, cutting an estimated $1.01M.

  • 19 institutional investors held AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) as of Q3 2024, up from 13 in Q2 2024.
  • Funds reported $21M of AllianzIM US Equity Buffer15 Uncapped Apr ETF stock for Q3 2024, up 18% quarter-over-quarter.
  • 7 funds opened new AllianzIM US Equity Buffer15 Uncapped Apr ETF positions in Q3 2024 and 1 closed out, a net change of +6 holders.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF buyer in Q3 2024 was Strategic Blueprint, an estimated $475K added.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF seller in Q3 2024 was Patriot Financial Group Insurance Agency, an estimated $1.01M sold.

Based on aggregated 13F filings for Q3 2024.