AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
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.
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: 33 → 54 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$91.1M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.4M |
| 3 |
FHB
First Hawaiian Bank
Honolulu,
Hawaii
|
+$10M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$10M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$4.92M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$1.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$457K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$430K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
51
NBC Securities
Birmingham,
Alabama
| $11K | – | – | – |
|
52
UBS Group
Zurich,
Switzerland
| $7.9K | -$58.7K | -2,081 | -88% |
|
|
RWPA
53
Richard W. Paul & Associates
Novi,
Michigan
| $6.75K | +$6.59K | +234 | New |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.8K | +$2.73K | +97 | New |
|
|
OMC
55
Old Mission Capital
Chicago,
Illinois
| – | -$457K | -16,360 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$430K | -15,417 | Closed |
|
57
Jane Street
New York
| – | -$348K | -12,482 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$167K | -5,995 | Closed |
|
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.