AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
39 hedge funds and large institutions have $52.3M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 19 reducing their positions, and 10 closing their positions.
4.68% more ownership
Funds ownership: 61.45% → 66.13% (+4.7%)
15% less funds holding
Funds holding: 46 → 39 (-7)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
66% less capital invested
Capital invested by funds: $152M → $52.3M (-$99.3M)
68% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 19
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$1.36M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.25M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$651K |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
+$295K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$59.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$19.7M |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$9.75M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$5.07M |
| 5 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
-$3.79M |
MARW Hedge Fund Activity: Q3 2024 in Review
39 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q3 2024, worth a combined $52.3M — down 66% from $152M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of MARW and 4 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 6 added.
The largest buyer was Encompass More Asset Management, adding an estimated $1.36M. The largest seller was Gradient Investments, cutting an estimated $59.3M.
- 39 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q3 2024, down from 46 in Q2 2024.
- Funds reported $52.3M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q3 2024, down 66% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q3 2024 and 10 closed out, a net change of -6 holders.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q3 2024 was Encompass More Asset Management, an estimated $1.36M added.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q3 2024 was Gradient Investments, an estimated $59.3M sold.
Based on aggregated 13F filings for Q3 2024.