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AllianzIM U.S. Equity Buffer20 May ETF

25 hedge funds and large institutions have $60.6M invested in AllianzIM U.S. Equity Buffer20 May ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 2625 (-1)

7% less capital invested

Capital invested by funds: $65.5M → $60.6M (-$4.9M)

12.99% less ownership

Funds ownership: 84.99%72% (-13%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
26
Outlook Wealth Advisors
Texas
-$976K -37,983 Closed
Envestnet Portfolio Solutions
27
Envestnet Portfolio Solutions
Illinois
-$553K -21,537 Closed
IPW
28
Impact Partnership Wealth
Georgia
-$146K -5,678 Closed
Bank of America
29
Bank of America
North Carolina
-$14.3K -555 Closed
OLVIG
30
Oliver Lagore Vanvalin Investment Group
Michigan
-$11.1K -424 Closed
AWA
31
Authentikos Wealth Advisory
California
-$3.67K -143 Closed

MAYW Hedge Fund Activity: Q4 2023 in Review

25 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) for Q4 2023, worth a combined $60.6M — down 7.5% from $65.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MAYW and 5 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, opening a new position worth an estimated $21.1M. The largest seller was AE Wealth Management, cutting an estimated $20M.

  • 25 institutional investors held AllianzIM U.S. Equity Buffer20 May ETF (MAYW) as of Q4 2023, down from 26 in Q3 2023.
  • Funds reported $60.6M of AllianzIM U.S. Equity Buffer20 May ETF stock for Q4 2023, down 7.5% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity Buffer20 May ETF positions in Q4 2023 and 6 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 May ETF buyer in Q4 2023 was Jane Street, an estimated $21.1M added.
  • The largest AllianzIM U.S. Equity Buffer20 May ETF seller in Q4 2023 was AE Wealth Management, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2023.