We are live on ! Find out more
AUGW icon

AllianzIM U.S. Equity Buffer20 Aug ETF

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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$65.7M +$66.7M +2,707,545 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.6M +$14.8M +600,333 New
Osaic Holdings
3
Osaic Holdings
Arizona
$11.4M +$11.6M +469,665 New
KAS
4
Kestra Advisory Services
Texas
$5.61M +$5.7M +231,324 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.26M +$5.34M +216,754 New
AIMU
6
Allianz Investment Management US
Minnesota
$4.84M +$4.92M +199,700 New
CA
7
Cetera Advisors
Colorado
$4.44M +$4.51M +183,024 New
HI
8
Harbour Investments
Wisconsin
$3.35M +$3.4M +137,974 New
AA
9
Advisory Alpha
Michigan
$3.2M +$3.25M +131,908 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$2.81M +$2.85M +115,794 New
GLR
11
Great Lakes Retirement
Ohio
$1.8M +$1.83M +74,194 New
ASN
12
Advisory Services Network
Georgia
$1.71M +$1.74M +70,397 New
OWA
13
Outlook Wealth Advisors
Texas
$1.26M +$1.28M +51,806 New
FFN
14
Focus Financial Network
Minnesota
$1.06M +$1.08M +43,880 New
AWA
15
Authentikos Wealth Advisory
California
$954K +$969K +39,309 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$739K +$751K +30,468 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$644K +$655K +26,562 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$563K +$572K +23,196 New
CAN
19
Cetera Advisor Networks
California
$525K +$534K +21,658 New
CF
20
Centaurus Financial
California
$405K +$411K +16,688 New
AWS
21
Atria Wealth Solutions
New York
$347K +$353K +14,311 New
AAS
22
Avantax Advisory Services
Texas
$317K +$322K +13,055 New
LNC
23
Lincoln National Corp
Pennsylvania
$316K +$321K +13,032 New
CAG
24
Csenge Advisory Group
Florida
$210K +$214K +8,671 New
IPW
25
Impact Partnership Wealth
Georgia
$187K +$190K +7,726 New

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.