We are live on ! Find out more
MAYW icon

AllianzIM U.S. Equity Buffer20 May ETF

26 hedge funds and large institutions have $65.5M invested in AllianzIM U.S. Equity Buffer20 May ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2526 (+1)

0.3% more ownership

Funds ownership: 84.69%84.99% (+0.3%)

15% less capital invested

Capital invested by funds: $76.7M → $65.5M (-$11.2M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$20.2M -$6.68M -257,437 -25%
KAS
2
Kestra Advisory Services
Texas
$15.9M +$232K +8,935 +1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.02M -$654K -25,204 -8%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.18M +$1.2M +46,136 +30%
AIMU
5
Allianz Investment Management US
Minnesota
$5.1M
AWS
6
Atria Wealth Solutions
New York
$3.6M -$107K -4,113 -3%
SB
7
Strategic Blueprint
Georgia
$1.56M +$1.57M +60,529 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.19M -$180K -6,936 -13%
OWA
9
Outlook Wealth Advisors
Texas
$976K +$31.7K +1,221 +3%
IFG
10
Independent Financial Group
California
$604K
NAS
11
NWF Advisory Services
California
$591K +$10.4K +400 +2%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$553K +$559K +21,537 New
CAN
13
Cetera Advisor Networks
California
$542K
HI
14
Harbour Investments
Wisconsin
$542K -$522K -20,094 -49%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$398K -$573K -22,077 -59%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$335K -$326K -12,572 -49%
LNC
17
Lincoln National Corp
Pennsylvania
$314K
CA
18
Cetera Advisors
Colorado
$276K -$3.82M -147,276 -93%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$269K +$12.8K +494 +5%
CF
20
Centaurus Financial
California
$206K
IPW
21
Impact Partnership Wealth
Georgia
$146K +$36.4K +1,402 +33%
Bank of America
22
Bank of America
North Carolina
$14.3K +$14.4K +555 New
OLVIG
23
Oliver Lagore Vanvalin Investment Group
Michigan
$10.9K -$43.3K -1,667 -80%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$10.9K +$11K +423 New
AWA
25
Authentikos Wealth Advisory
California
$3.67K -$254K -9,795 -99%

MAYW Hedge Fund Activity: Q3 2023 in Review

26 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 May ETF (MAYW) for Q3 2023, worth a combined $65.5M — down 15% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MAYW positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Strategic Blueprint, opening a new position worth an estimated $1.57M. The largest seller was AE Wealth Management, cutting an estimated $6.68M.

  • 26 institutional investors held AllianzIM U.S. Equity Buffer20 May ETF (MAYW) as of Q3 2023, up from 25 in Q2 2023.
  • Funds reported $65.5M of AllianzIM U.S. Equity Buffer20 May ETF stock for Q3 2023, down 15% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity Buffer20 May ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 May ETF buyer in Q3 2023 was Strategic Blueprint, an estimated $1.57M added.
  • The largest AllianzIM U.S. Equity Buffer20 May ETF seller in Q3 2023 was AE Wealth Management, an estimated $6.68M sold.

Based on aggregated 13F filings for Q3 2023.