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AllianzIM U.S. Equity Buffer10 Aug ETF

36 hedge funds and large institutions have $165M invested in AllianzIM U.S. Equity Buffer10 Aug ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more capital invested

Capital invested by funds: $22.7M → $165M (+$143M)

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

64% more funds holding

Funds holding: 2236 (+14)

1.41% less ownership

Funds ownership: 82.64%81.23% (-1.4%)

Holders
36
Holders Change
+14
Holders Change %
+63.64%
% of All Funds
0.52%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
20
Increased
9
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$120M +$117M +3,950,633 New
AFS
2
Access Financial Services
Minnesota
$8.76M +$8.49M +287,253 New
SW
3
SMART Wealth
Nebraska
$6.33M +$6.14M +207,689 New
SB
4
Strategic Blueprint
Georgia
$4.81M -$46.7K -1,579 -1%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.79M +$1.63M +55,068 +54%
FI
6
FWG Investments
Kentucky
$3.9M +$3.78M +127,917 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.14M +$520K +17,599 +21%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.77M +$1.72M +58,089 New
PA
9
PFG Advisors
Arizona
$1.18M +$149K +5,049 +15%
HI
10
Harbour Investments
Wisconsin
$846K +$323K +10,941 +65%
JSA
11
Jim Saulnier & Associates
Colorado
$779K +$755K +25,553 New
SL
12
Sentinus LLC
Illinois
$733K +$417K +14,092 +142%
NF
13
Nvest Financial
New Hampshire
$696K +$675K +22,818 New
FHC
14
First Heartland Consultants
Missouri
$627K -$212K -7,155 -26%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$583K +$260K +8,805 +85%
CAG
16
Csenge Advisory Group
Florida
$565K +$545K +18,443 New
Citadel Advisors
17
Citadel Advisors
Florida
$556K +$539K +18,222 New
KAS
18
Kestra Advisory Services
Texas
$532K +$146K +4,927 +39%
AWS
19
Atria Wealth Solutions
New York
$477K +$463K +15,647 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$452K +$439K +14,837 New
PWM
21
Prosperity Wealth Management
California
$450K
LAS
22
Lloyd Advisory Services
Georgia
$394K +$382K +12,923 New
IFG
23
Independent Financial Group
California
$371K +$123K +4,170 +52%
FFN
24
Focus Financial Network
Minnesota
$341K +$12.9K +435 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$260K +$252K +8,536 New

AUGT Hedge Fund Activity: Q3 2024 in Review

36 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) for Q3 2024, worth a combined $165M — up 628% from $22.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new AUGT positions and 6 closed out — a net gain of 14 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $117M. The largest seller was Allianz Investment Management US, cutting an estimated $5.77M.

  • 36 institutional investors held AllianzIM U.S. Equity Buffer10 Aug ETF (AUGT) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $165M of AllianzIM U.S. Equity Buffer10 Aug ETF stock for Q3 2024, up 628% quarter-over-quarter.
  • 20 funds opened new AllianzIM U.S. Equity Buffer10 Aug ETF positions in Q3 2024 and 6 closed out, a net change of +14 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Aug ETF buyer in Q3 2024 was AE Wealth Management, an estimated $117M added.
  • The largest AllianzIM U.S. Equity Buffer10 Aug ETF seller in Q3 2024 was Allianz Investment Management US, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2024.