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AllianzIM U.S. Equity Buffer20 Aug ETF

36 hedge funds and large institutions have $104M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3736 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

18.54% less ownership

Funds ownership: 89.44%70.9% (-19%)

43% less capital invested

Capital invested by funds: $183M → $104M (-$79M)

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
3
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$298K +$291K +10,987 New
AFG
27
Allegheny Financial Group
Pennsylvania
$268K
PAS
28
Park Avenue Securities
New York
$237K
IA
29
IFP Advisors
Florida
$218K
UBS Group
30
UBS Group
Switzerland
$48.9K +$47.7K +1,801 New
US Bancorp
31
US Bancorp
Minnesota
$27.2K +$7.97K +301 +43%
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$27.1K
CFD
33
Creative Financial Designs
Indiana
$27.1K
NS
34
NBC Securities
Alabama
$11K
SIS
35
Sound Income Strategies
Florida
$9.22K +$9.01K +340 New
PA
36
Pineridge Advisors
Missouri
$8.06K -$29K -1,094 -79%
LAS
37
Lloyd Advisory Services
Georgia
-$8.46M -327,454 Closed
OWA
38
Outlook Wealth Advisors
Texas
-$3.43M -132,558 Closed
BOSSRA
39
B.O.S.S. Retirement Advisors
Utah
-$2.88M -111,346 Closed
GLR
40
Great Lakes Retirement
Ohio
-$1.54M -59,599 Closed
AWA
41
Authentikos Wealth Advisory
California
-$797K -30,822 Closed
CAG
42
Csenge Advisory Group
Florida
-$238K -9,189 Closed
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
-$221K -8,555 Closed
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
-$27K -1,046 Closed
TAM
45
Tucker Asset Management
Colorado
-$27K -1,046 Closed
RWPA
46
Richard W. Paul & Associates
Michigan
-$2.74K -106 Closed

AUGW Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q1 2024, worth a combined $104M — down 43% from $183M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of AUGW and 9 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 3 added.

The largest buyer was Jane Street, opening a new position worth an estimated $46.4M. The largest seller was AE Wealth Management, cutting an estimated $89.1M.

  • 36 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q1 2024, down from 37 in Q4 2023.
  • Funds reported $104M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q1 2024, down 43% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q1 2024 and 10 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q1 2024 was Jane Street, an estimated $46.4M added.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q1 2024 was AE Wealth Management, an estimated $89.1M sold.

Based on aggregated 13F filings for Q1 2024.