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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
AWM
1
AE Wealth Management
Kansas
$93.2M +$91.1M +3,231,441 New
RJA
2
Raymond James & Associates
Florida
$20.9M +$20.4M +724,171 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$13.2M -$156K -5,547 -1%
FHB
4
First Hawaiian Bank
Hawaii
$10.3M +$10M +356,000 New
OWA
5
Outlook Wealth Advisors
Texas
$10.3M +$10M +355,722 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.59M +$7.47M +265,193 +394%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.65M +$1.65M +58,485 +24%
LAS
8
Lloyd Advisory Services
Georgia
$6.42M +$6.27M +222,405 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.68M +$2.67M +94,766 +290%
AAM
10
American Asset Management
Florida
$3.64M +$3.56M +126,320 New
AA
11
Advisory Alpha
Michigan
$3.37M -$230K -8,151 -7%
GLR
12
Great Lakes Retirement
Ohio
$3.32M +$3.24M +115,080 New
ECA
13
Elevated Capital Advisors
Utah
$3.05M +$2.98M +105,630 New
HBS
14
Howard Bailey Securities
Indiana
$2.97M +$2.9M +102,877 New
SB
15
Strategic Blueprint
Georgia
$2.78M -$1.35M -48,030 -33%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.51M +$2.22M +78,684 +931%
AWA
17
Authentikos Wealth Advisory
California
$2.01M +$1.97M +69,764 New
HI
18
Harbour Investments
Wisconsin
$2M +$500K +17,736 +34%
FFN
19
Focus Financial Network
Minnesota
$1.75M +$163K +5,782 +11%
AWS
20
Atria Wealth Solutions
New York
$1.65M +$782K +27,750 +94%
SW
21
SMART Wealth
Nebraska
$1.48M +$1.45M +51,466 New
GM
22
GeoWealth Management
Illinois
$1.34M +$1.31M +46,482 New
KAS
23
Kestra Advisory Services
Texas
$1.33M +$101K +3,592 +8%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$1.12M +$42.7K +1,514 +4%
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
$1.09M +$1.07M +37,842 New

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.