AllianzIM U.S. Equity Buffer10 May ETF
MAYT
11 hedge funds and large institutions have $40M invested in AllianzIM U.S. Equity Buffer10 May ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
2.75% more ownership
Funds ownership: 94.15% → 96.9% (+2.7%)
4% more capital invested
Capital invested by funds: $38.4M → $40M (+$1.61M)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.12M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$250K |
| 3 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$715K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$221K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$214K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $20.3M | +$3.12M | +118,030 | +18% |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $10.5M | +$250K | +9,472 | +2% |
|
|
AIMU
3
Allianz Investment Management US
Minneapolis,
Minnesota
| $5.13M | – | – | – |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $2.78M | -$715K | -27,082 | -20% |
|
|
FHC
5
First Heartland Consultants
Lake St. Louis,
Missouri
| $405K | -$214K | -8,100 | -34% |
|
6
Commonwealth Equity Services
Waltham,
Massachusetts
| $318K | – | – | – |
|
|
BRWA
7
B. Riley Wealth Advisors
Boca Raton,
Florida
| $261K | – | – | – |
|
|
BBPWM
8
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $184K | +$189K | +7,143 | New |
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $152K | – | – | – |
|
|
OLVIG
10
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $37.3K | – | – | – |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $11.6K | – | – | – |
|
|
12
Envestnet Asset Management
Chicago,
Illinois
| – | -$221K | -8,401 | Closed |
|
MAYT Hedge Fund Activity: Q3 2023 in Review
11 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 May ETF (MAYT) for Q3 2023, worth a combined $40M — up 4.2% from $38.4M a quarter earlier.
Fund positioning in MAYT was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $3.12M. The largest seller was Osaic Holdings, cutting an estimated $715K.
- 11 institutional investors held AllianzIM U.S. Equity Buffer10 May ETF (MAYT) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $40M of AllianzIM U.S. Equity Buffer10 May ETF stock for Q3 2023, up 4.2% quarter-over-quarter.
- 1 fund opened new AllianzIM U.S. Equity Buffer10 May ETF positions in Q3 2023 and 1 closed out, a net change of 0 holders.
- The largest AllianzIM U.S. Equity Buffer10 May ETF buyer in Q3 2023 was AE Wealth Management, an estimated $3.12M added.
- The largest AllianzIM U.S. Equity Buffer10 May ETF seller in Q3 2023 was Osaic Holdings, an estimated $715K sold.
Based on aggregated 13F filings for Q3 2023.