AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
42 hedge funds and large institutions have $91.3M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 19 closing their positions.
22% less funds holding
Funds holding: 54 → 42 (-12)
32.55% less ownership
Funds ownership: 69.77% → 37.22% (-33%)
53% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 19
59% less capital invested
Capital invested by funds: $221M → $91.3M (-$130M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
67% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.14M |
| 2 |
Jane Street
New York
|
+$651K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$539K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$470K |
| 5 |
LPL Financial
San Diego,
California
|
+$437K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$93.3M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$10.3M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$7.11M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$6.42M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$3.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAG
51
Csenge Advisory Group
Clearwater,
Florida
| – | -$997K | -34,483 | Closed |
|
|
SRA
52
Secured Retirement Advisors
St Louis Park,
Minnesota
| – | -$684K | -23,707 | Closed |
|
|
KFG
53
Kingdom Financial Group
Peoria,
Arizona
| – | -$556K | -19,279 | Closed |
|
|
WFS
54
WealthGarden F.S.
El Segundo,
California
| – | -$367K | -12,716 | Closed |
|
|
AWM
55
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$268K | -9,265 | Closed |
|
|
BFAG
56
Blackston Financial Advisory Group
The Villages,
Florida
| – | -$257K | -8,898 | Closed |
|
|
MSAM
57
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$208K | -7,225 | Closed |
|
|
NS
58
NBC Securities
Birmingham,
Alabama
| – | -$11K | -400 | Closed |
|
59
UBS Group
Zurich,
Switzerland
| – | -$7.9K | -274 | Closed |
|
|
RWPA
60
Richard W. Paul & Associates
Novi,
Michigan
| – | -$6.75K | -234 | Closed |
|
61
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.8K | -97 | Closed |
|
AUGW Hedge Fund Activity: Q4 2024 in Review
42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q4 2024, worth a combined $91.3M — down 59% from $221M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of AUGW and 9 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 6 added.
The largest buyer was Elevated Capital Advisors, adding an estimated $1.14M. The largest seller was AE Wealth Management, cutting an estimated $93.3M.
- 42 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q4 2024, down from 54 in Q3 2024.
- Funds reported $91.3M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q4 2024, down 59% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q4 2024 and 19 closed out, a net change of -10 holders.
- The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q4 2024 was Elevated Capital Advisors, an estimated $1.14M added.
- The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q4 2024 was AE Wealth Management, an estimated $93.3M sold.
Based on aggregated 13F filings for Q4 2024.