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AllianzIM U.S. Equity Buffer20 Mar ETF

42 hedge funds and large institutions have $129M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

696% more capital invested

Capital invested by funds: $16.2M → $129M (+$113M)

250% more funds holding

Funds holding: 1242 (+30)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

0.85% more ownership

Funds ownership: 65.98%66.83% (+0.85%)

Holders
42
Holders Change
+30
Holders Change %
+250%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$36.9M +$36.3M +1,283,746 New
GI
2
Gradient Investments
Minnesota
$24.8M +$24.4M +861,979 New
Osaic Holdings
3
Osaic Holdings
Arizona
$11.8M +$10.3M +364,050 +775%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$10M +$9.87M +349,196 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.53M +$3.37M +119,267 +163%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.25M +$5.17M +182,865 New
OWA
7
Outlook Wealth Advisors
Texas
$3.53M +$3.47M +122,800 New
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.28M +$3.23M +114,133 New
HI
9
Harbour Investments
Wisconsin
$3.07M +$2.99M +105,661 +8,805%
AWS
10
Atria Wealth Solutions
New York
$3.01M +$2.96M +104,819 New
KAS
11
Kestra Advisory Services
Texas
$2.35M -$1.24M -43,828 -35%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$2.16M +$2.12M +75,155 New
CAN
13
Cetera Advisor Networks
California
$1.7M +$971K +34,358 +138%
GLR
14
Great Lakes Retirement
Ohio
$1.63M +$1.6M +56,662 New
LPL Financial
15
LPL Financial
California
$1.53M +$202K +7,154 +15%
DLHL
16
Donald L. Hagan LLC
Florida
$1.49M +$1.47M +51,963 New
Jane Street
17
Jane Street
New York
$1.38M +$1.36M +48,157 New
AWA
18
Authentikos Wealth Advisory
California
$1.09M +$1.07M +37,993 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$882K -$408K -14,432 -32%
CRWM
20
Castle Rock Wealth Management
California
$845K +$844K +29,867 New
SB
21
Strategic Blueprint
Georgia
$738K +$243K +8,600 +50%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$669K +$658K +23,281 New
CF
23
Centaurus Financial
California
$606K +$597K +21,114 New
EMAM
24
Encompass More Asset Management
California
$570K +$561K +19,840 New
AIMU
25
Allianz Investment Management US
Minnesota
$566K -$4.81M -170,000 -90%

MARW Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q1 2024, worth a combined $129M — up 696% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new MARW positions and 2 closed out — a net gain of 30 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $36.3M. The largest seller was Allianz Investment Management US, cutting an estimated $4.81M.

  • 42 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q1 2024, up from 12 in Q4 2023.
  • Funds reported $129M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q1 2024, up 696% quarter-over-quarter.
  • 32 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q1 2024 and 2 closed out, a net change of +30 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q1 2024 was AE Wealth Management, an estimated $36.3M added.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q1 2024 was Allianz Investment Management US, an estimated $4.81M sold.

Based on aggregated 13F filings for Q1 2024.