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AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW

31 hedge funds and large institutions have $132M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

88.3% more ownership

Funds ownership: 0% → 88.3% (+88%)

Holders
31
Holders Change
+31
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$66.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$14.8M
3
Osaic Holdings
Osaic Holdings
Arizona
+$11.6M
4
KAS
Kestra Advisory Services
Texas
+$5.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.34M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$98.6K +$100K +4,066 New
OLVIG
27
Oliver Lagore Vanvalin Investment Group
Michigan
$27.4K +$27.8K +1,129 New
UBS Group
28
UBS Group
Switzerland
$27.1K +$27.5K +1,115 New
BBPWM
29
Blue Bell Private Wealth Management
Pennsylvania
$24.3K +$24.7K +1,000 New
NS
30
NBC Securities
Alabama
$9K +$9.86K +400 New
RWPA
31
Richard W. Paul & Associates
Michigan
$2.06K +$2.1K +85 New
1
2

AUGW Hedge Fund Activity: Q3 2023 in Review

31 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q3 2023, worth a combined $132M.

Buyers outnumbered sellers: 31 funds opened new AUGW positions and 0 closed out — a net gain of 31 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $66.7M.

  • 31 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q3 2023, up from 0 in Q2 2023.
  • Funds reported $132M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q3 2023.
  • 31 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q3 2023 and 0 closed out, a net change of +31 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q3 2023 was AE Wealth Management, an estimated $66.7M added.

Based on aggregated 13F filings for Q3 2023.