We are live on ! Find out more
AUGW icon

AllianzIM U.S. Equity Buffer20 Aug ETF

54 hedge funds and large institutions have $221M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 4

369% more capital invested

Capital invested by funds: $47.2M → $221M (+$174M)

64% more funds holding

Funds holding: 3354 (+21)

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

6.5% more ownership

Funds ownership: 63.27%69.77% (+6.5%)

Holders
54
Holders Change
+21
Holders Change %
+63.64%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
15
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.07M +$745K +26,442 +249%
CAG
27
Csenge Advisory Group
Florida
$997K +$972K +34,483 New
MML Investors Services
28
MML Investors Services
Massachusetts
$950K +$928K +32,927 New
CRWM
29
Castle Rock Wealth Management
California
$925K +$906K +32,143 New
SRA
30
Secured Retirement Advisors
Minnesota
$684K +$284K +10,065 +74%
PA
31
PFG Advisors
Arizona
$613K -$123K -4,372 -17%
KFG
32
Kingdom Financial Group
Arizona
$556K +$543K +19,279 New
FHC
33
First Heartland Consultants
Missouri
$507K +$21.8K +772 +5%
WG
34
Wealth Group
North Carolina
$505K +$49.7K +1,763 +11%
CF
35
Centaurus Financial
California
$385K +$376K +13,340 New
WFS
36
WealthGarden F.S.
California
$367K -$193K -6,862 -35%
AAS
37
Avantax Advisory Services
Texas
$318K -$13.6K -483 -4%
AFG
38
Allegheny Financial Group
Pennsylvania
$285K
AWM
39
Accurate Wealth Management
Florida
$268K +$261K +9,265 New
BFAG
40
Blackston Financial Advisory Group
Florida
$257K +$251K +8,898 New
PAS
41
Park Avenue Securities
New York
$222K -$29.4K -1,044 -12%
MSAM
42
Moloney Securities Asset Management
Missouri
$208K +$204K +7,225 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$205K -$1M -35,548 -83%
AIMU
44
Allianz Investment Management US
Minnesota
$144K -$4.92M -174,700 -97%
FFA
45
Farther Finance Advisors
California
$103K +$101K +3,580 New
JP Morgan Chase
46
JP Morgan Chase
New York
$65K +$63.6K +2,255 New
CFD
47
Creative Financial Designs
Indiana
$52K +$22.7K +804 +80%
PA
48
Pineridge Advisors
Missouri
$50.5K +$41K +1,455 +490%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$28.8K
CAS
50
Coppell Advisory Solutions
Texas
$21.8K

AUGW Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q3 2024, worth a combined $221M — up 369% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AUGW positions and 4 closed out — a net gain of 21 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $91.1M. The largest seller was Allianz Investment Management US, cutting an estimated $4.92M.

  • 54 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $221M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q3 2024, up 369% quarter-over-quarter.
  • 25 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q3 2024 and 4 closed out, a net change of +21 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q3 2024 was AE Wealth Management, an estimated $91.1M added.
  • The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q3 2024 was Allianz Investment Management US, an estimated $4.92M sold.

Based on aggregated 13F filings for Q3 2024.