AllianzIM U.S. Equity Buffer10 Mar ETF
MART
6 hedge funds and large institutions have $7.17M invested in AllianzIM U.S. Equity Buffer10 Mar ETF in 2023 Q4 according to their latest regulatory filings, with funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 1 closing their positions.
2% more capital invested
Capital invested by funds: $7.04M → $7.17M (+$128K)
5.43% less ownership
Funds ownership: 87.56% → 82.13% (-5.4%)
14% less funds holding
Funds holding: 7 → 6 (-1)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$13.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$241K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$98K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$87.4K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$29.8K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$1.05K |
MART Hedge Fund Activity: Q4 2023 in Review
6 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF (MART) for Q4 2023, worth a combined $7.17M — up 1.8% from $7.04M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of MART and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 1 added.
The largest buyer was Old Mission Capital, adding an estimated $13.5K. The largest seller was Kaye Capital Management, exiting entirely with an estimated $241K sold.
- 6 institutional investors held AllianzIM U.S. Equity Buffer10 Mar ETF (MART) as of Q4 2023, down from 7 in Q3 2023.
- Funds reported $7.17M of AllianzIM U.S. Equity Buffer10 Mar ETF stock for Q4 2023, up 1.8% quarter-over-quarter.
- 0 funds opened new AllianzIM U.S. Equity Buffer10 Mar ETF positions in Q4 2023 and 1 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Mar ETF buyer in Q4 2023 was Old Mission Capital, an estimated $13.5K added.
- The largest AllianzIM U.S. Equity Buffer10 Mar ETF seller in Q4 2023 was Kaye Capital Management, an estimated $241K sold.
Based on aggregated 13F filings for Q4 2023.