AllianzIM U.S. Equity Buffer10 Aug ETF
AUGT
29 hedge funds and large institutions have $76M invested in AllianzIM U.S. Equity Buffer10 Aug ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
54% more capital invested
Capital invested by funds: $49.4M → $76M (+$26.6M)
53% more funds holding
Funds holding: 19 → 29 (+10)
5.99% more ownership
Funds ownership: 92.84% → 98.83% (+6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$10.9M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$3.98M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.81M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.43M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$515K |
| 2 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$90.4K |
| 3 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$45.3K |
| 4 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$740 |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$444 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Pineridge Advisors
St. Charles,
Missouri
| $7.01K | +$6.66K | +270 | New |
|
|
OLVIG
27
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $1.64K | -$740 | -30 | -32% |
|
|
RWPA
28
Richard W. Paul & Associates
Novi,
Michigan
| $701 | +$123 | +5 | +23% |
|
|
TAM
29
Tucker Asset Management
Littleton,
Colorado
| $156 | +$148 | +6 | New |
|
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$515K | -21,547 | Closed |
|
AUGT Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) for Q4 2023, worth a combined $76M — up 54% from $49.4M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new AUGT positions and 1 closed out — a net gain of 10 holders — while 11 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $10.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $515K sold.
- 29 institutional investors held AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) as of Q4 2023, up from 19 in Q3 2023.
- Funds reported $76M of AllianzIM U.S. Equity Buffer10 Aug ETF stock for Q4 2023, up 54% quarter-over-quarter.
- 11 funds opened new AllianzIM U.S. Equity Buffer10 Aug ETF positions in Q4 2023 and 1 closed out, a net change of +10 holders.
- The largest AllianzIM U.S. Equity Buffer10 Aug ETF buyer in Q4 2023 was AE Wealth Management, an estimated $10.9M added.
- The largest AllianzIM U.S. Equity Buffer10 Aug ETF seller in Q4 2023 was Susquehanna International Group, an estimated $515K sold.
Based on aggregated 13F filings for Q4 2023.