AllianzIM U.S. Equity Buffer10 Mar ETF
MART
14 hedge funds and large institutions have $25.4M invested in AllianzIM U.S. Equity Buffer10 Mar ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 9 reducing their positions, and 4 closing their positions.
5.07% less ownership
Funds ownership: 78.62% → 73.55% (-5.1%)
13% less funds holding
Funds holding: 16 → 14 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
71% less capital invested
Capital invested by funds: $86.5M → $25.4M (-$61.1M)
89% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$629K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$19.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$59M |
| 2 |
FI
FWG Investments
Lexington,
Kentucky
|
-$1.75M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$928K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$854K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$357K |
MART Hedge Fund Activity: Q3 2024 in Review
14 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Mar ETF (MART) for Q3 2024, worth a combined $25.4M — down 71% from $86.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MART and 2 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 1 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $629K. The largest seller was AE Wealth Management, cutting an estimated $59M.
- 14 institutional investors held AllianzIM U.S. Equity Buffer10 Mar ETF (MART) as of Q3 2024, down from 16 in Q2 2024.
- Funds reported $25.4M of AllianzIM U.S. Equity Buffer10 Mar ETF stock for Q3 2024, down 71% quarter-over-quarter.
- 2 funds opened new AllianzIM U.S. Equity Buffer10 Mar ETF positions in Q3 2024 and 4 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity Buffer10 Mar ETF buyer in Q3 2024 was Old Mission Capital, an estimated $629K added.
- The largest AllianzIM U.S. Equity Buffer10 Mar ETF seller in Q3 2024 was AE Wealth Management, an estimated $59M sold.
Based on aggregated 13F filings for Q3 2024.