AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
12 hedge funds and large institutions have $16.2M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 3 closing their positions.
5.37% more ownership
Funds ownership: 60.61% → 65.98% (+5.4%)
3% more capital invested
Capital invested by funds: $15.7M → $16.2M (+$472K)
14% less funds holding
Funds holding: 14 → 12 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.26M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$827K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$15.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.28M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$420K |
| 3 |
RAG
RIA Advisory Group
Des Moines,
Iowa
|
-$249K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$149K |
| 5 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$136K |
MARW Hedge Fund Activity: Q4 2023 in Review
12 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q4 2023, worth a combined $16.2M — up 3% from $15.7M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MARW and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 2 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.26M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.28M.
- 12 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q4 2023, down from 14 in Q3 2023.
- Funds reported $16.2M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q4 2023, up 3% quarter-over-quarter.
- 1 fund opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q4 2023 and 3 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q4 2023 was LPL Financial, an estimated $1.26M added.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $1.28M sold.
Based on aggregated 13F filings for Q4 2023.