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AllianzIM US Equity Buffer15 Uncapped Apr ETF

18 hedge funds and large institutions have $22.8M invested in AllianzIM US Equity Buffer15 Uncapped Apr ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $21M → $22.8M (+$1.85M)

1.59% more ownership

Funds ownership: 83.88%85.47% (+1.6%)

5% less funds holding

Funds holding: 1918 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$5.31M -$137K -5,000 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.93M -$81K -2,947 -2%
RA
3
RFG Advisory
Alabama
$2.63M +$2.66M +96,691 New
KAS
4
Kestra Advisory Services
Texas
$2.42M -$18.9K -689 -0.8%
SI
5
Stephens Inc
Arkansas
$2.04M -$155K -5,654 -7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.92M +$85.8K +3,122 +5%
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M -$218K -7,952 -12%
FHC
8
First Heartland Consultants
Missouri
$541K -$5.63K -205 -1%
SOS
9
Silver Oak Securities
Tennessee
$368K
AWS
10
Atria Wealth Solutions
New York
$359K -$9.18K -334 -2%
IFG
11
Independent Financial Group
California
$341K
HI
12
Harbour Investments
Wisconsin
$296K +$60.4K +2,198 +26%
FIA
13
Foundations Investment Advisors
Arizona
$280K
Citadel Advisors
14
Citadel Advisors
Florida
$268K +$46.7K +1,699 +21%
RAG
15
RIA Advisory Group
Iowa
$219K +$221K +8,053 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$209K -$9.18K -334 -4%
CFD
17
Creative Financial Designs
Indiana
$150K -$11K -400 -7%
Osaic Holdings
18
Osaic Holdings
Arizona
$4.3K
SB
19
Strategic Blueprint
Georgia
-$491K -18,245 Closed
OMC
20
Old Mission Capital
Illinois
-$328K -12,178 Closed
UBS Group
21
UBS Group
Switzerland
-$8.15K -303 Closed

ARLU Hedge Fund Activity: Q4 2024 in Review

18 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) for Q4 2024, worth a combined $22.8M — up 8.8% from $21M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ARLU and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 3 added.

The largest buyer was RFG Advisory, opening a new position worth an estimated $2.66M. The largest seller was Strategic Blueprint, exiting entirely with an estimated $491K sold.

  • 18 institutional investors held AllianzIM US Equity Buffer15 Uncapped Apr ETF (ARLU) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $22.8M of AllianzIM US Equity Buffer15 Uncapped Apr ETF stock for Q4 2024, up 8.8% quarter-over-quarter.
  • 2 funds opened new AllianzIM US Equity Buffer15 Uncapped Apr ETF positions in Q4 2024 and 3 closed out, a net change of -1 holder.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF buyer in Q4 2024 was RFG Advisory, an estimated $2.66M added.
  • The largest AllianzIM US Equity Buffer15 Uncapped Apr ETF seller in Q4 2024 was Strategic Blueprint, an estimated $491K sold.

Based on aggregated 13F filings for Q4 2024.