AllianzIM U.S. Equity Buffer20 Mar ETF
MARW
38 hedge funds and large institutions have $39.1M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 17 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
0.84% less ownership
Funds ownership: 66.13% → 65.29% (-0.84%)
3% less funds holding
Funds holding: 39 → 38 (-1)
25% less capital invested
Capital invested by funds: $52.3M → $39.1M (-$13.1M)
76% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$572K |
| 2 |
Goldman Sachs
New York
|
+$549K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$480K |
| 4 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$469K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$420K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.64M |
| 2 |
MFS
Mattson Financial Services
Kentwood,
Michigan
|
-$2.14M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$2.12M |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$1.76M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.09M |
MARW Hedge Fund Activity: Q4 2024 in Review
38 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q4 2024, worth a combined $39.1M — down 25% from $52.3M a quarter earlier.
Fund positioning in MARW was balanced in Q4 2024: 6 funds opened new positions, 6 closed out, 4 added to existing stakes and 17 trimmed.
The largest buyer was Spire Wealth Management, opening a new position worth an estimated $572K. The largest seller was Envestnet Asset Management, cutting an estimated $5.64M.
- 38 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q4 2024, down from 39 in Q3 2024.
- Funds reported $39.1M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q4 2024, down 25% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q4 2024 and 6 closed out, a net change of 0 holders.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q4 2024 was Spire Wealth Management, an estimated $572K added.
- The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $5.64M sold.
Based on aggregated 13F filings for Q4 2024.