AllianzIM U.S. Equity Buffer20 Aug ETF
AUGW
37 hedge funds and large institutions have $183M invested in AllianzIM U.S. Equity Buffer20 Aug ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
39% more capital invested
Capital invested by funds: $132M → $183M (+$51M)
19% more funds holding
Funds holding: 31 → 37 (+6)
1.14% more ownership
Funds ownership: 88.3% → 89.44% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$17M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$8.15M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.53M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$3.66M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$563K |
| 3 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$498K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$405K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$363K |
AUGW Hedge Fund Activity: Q4 2023 in Review
37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) for Q4 2023, worth a combined $183M — up 39% from $132M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new AUGW positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $17M. The largest seller was Kestra Advisory Services, cutting an estimated $1.91M.
- 37 institutional investors held AllianzIM U.S. Equity Buffer20 Aug ETF (AUGW) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $183M of AllianzIM U.S. Equity Buffer20 Aug ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 10 funds opened new AllianzIM U.S. Equity Buffer20 Aug ETF positions in Q4 2023 and 4 closed out, a net change of +6 holders.
- The largest AllianzIM U.S. Equity Buffer20 Aug ETF buyer in Q4 2023 was AE Wealth Management, an estimated $17M added.
- The largest AllianzIM U.S. Equity Buffer20 Aug ETF seller in Q4 2023 was Kestra Advisory Services, an estimated $1.91M sold.
Based on aggregated 13F filings for Q4 2023.