AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
26 hedge funds and large institutions have $79.4M invested in AllianzIM U.S. Equity Buffer10 Sep ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 2 closing their positions.
710% more capital invested
Capital invested by funds: $9.8M → $79.4M (+$69.6M)
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
117% more funds holding
Funds holding: 12 → 26 (+14)
17.52% more ownership
Funds ownership: 78.55% → 96.06% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$44.7M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$7.4M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.8M |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
+$3.45M |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$4.97M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$492K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$24.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $903 | – | – | – |
|
|
OMC
27
Old Mission Capital
Chicago,
Illinois
| – | -$492K | -16,935 | Closed |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$24.7K | -850 | Closed |
|
SEPT Hedge Fund Activity: Q3 2024 in Review
26 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) for Q3 2024, worth a combined $79.4M — up 710% from $9.8M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SEPT positions and 2 closed out — a net gain of 14 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $44.7M. The largest seller was Allianz Investment Management US, cutting an estimated $4.97M.
- 26 institutional investors held AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) as of Q3 2024, up from 12 in Q2 2024.
- Funds reported $79.4M of AllianzIM U.S. Equity Buffer10 Sep ETF stock for Q3 2024, up 710% quarter-over-quarter.
- 16 funds opened new AllianzIM U.S. Equity Buffer10 Sep ETF positions in Q3 2024 and 2 closed out, a net change of +14 holders.
- The largest AllianzIM U.S. Equity Buffer10 Sep ETF buyer in Q3 2024 was AE Wealth Management, an estimated $44.7M added.
- The largest AllianzIM U.S. Equity Buffer10 Sep ETF seller in Q3 2024 was Allianz Investment Management US, an estimated $4.97M sold.
Based on aggregated 13F filings for Q3 2024.