AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
45 hedge funds and large institutions have $151M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
17% more capital invested
Capital invested by funds: $129M → $151M (+$22.1M)
7% more funds holding
Funds holding: 42 → 45 (+3)
5.51% less ownership
Funds ownership: 66.83% → 61.31% (-5.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$33M |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.08M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$766K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$748K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$17.2M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.84M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$1.63M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.29M |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$1.09M |
MARW Hedge Fund Activity: Q2 2024 in Review
45 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q2 2024, worth a combined $151M — up 17% from $129M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new MARW positions and 9 closed out — a net gain of 5 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Gradient Investments, adding an estimated $33M. The largest seller was AE Wealth Management, cutting an estimated $17.2M.
- 45 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q2 2024, up from 42 in Q1 2024.
- Funds reported $151M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q2 2024, up 17% quarter-over-quarter.
- 14 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q2 2024 and 9 closed out, a net change of +5 holders.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q2 2024 was Gradient Investments, an estimated $33M added.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q2 2024 was AE Wealth Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q2 2024.