AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
26 hedge funds and large institutions have $14.8M invested in AllianzIM U.S. Equity Buffer10 Sep ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
0% more funds holding
Funds holding: 26 → 26 (0)
24.68% less ownership
Funds ownership: 96.06% → 71.38% (-25%)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
81% less capital invested
Capital invested by funds: $79.4M → $14.8M (-$64.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$415K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$411K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$388K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$274K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46.1M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$7.58M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.89M |
| 4 |
AFS
Access Financial Services
Minneapolis,
Minnesota
|
-$2.63M |
| 5 |
SW
SMART Wealth
Omaha,
Nebraska
|
-$2.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $939 | – | – | – |
|
|
WIM
27
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$7.58M | -252,155 | Closed |
|
|
WP
28
WealthPLAN Partners
Omaha,
Nebraska
| – | -$3.89M | -129,321 | Closed |
|
|
SW
29
SMART Wealth
Omaha,
Nebraska
| – | -$2.42M | -80,316 | Closed |
|
|
FI
30
FWG Investments
Lexington,
Kentucky
| – | -$1.48M | -49,058 | Closed |
|
|
GS
31
GTS Securities
New York
| – | -$601K | -20,000 | Closed |
|
|
CAG
32
Csenge Advisory Group
Clearwater,
Florida
| – | -$432K | -14,308 | Closed |
|
33
Bank of America
Charlotte,
North Carolina
| – | -$5.23K | -174 | Closed |
|
SEPT Hedge Fund Activity: Q4 2024 in Review
26 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) for Q4 2024, worth a combined $14.8M — down 81% from $79.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new SEPT positions and 7 closed out — a net gain of 1 holder — while 3 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $415K. The largest seller was AE Wealth Management, cutting an estimated $46.1M.
- 26 institutional investors held AllianzIM U.S. Equity Buffer10 Sep ETF (SEPT) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $14.8M of AllianzIM U.S. Equity Buffer10 Sep ETF stock for Q4 2024, down 81% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer10 Sep ETF positions in Q4 2024 and 7 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Sep ETF buyer in Q4 2024 was LPL Financial, an estimated $415K added.
- The largest AllianzIM U.S. Equity Buffer10 Sep ETF seller in Q4 2024 was AE Wealth Management, an estimated $46.1M sold.
Based on aggregated 13F filings for Q4 2024.