AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
28 hedge funds and large institutions have $33.8M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 1 reducing their positions, and closing their positions.
1,100% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 1
114% more capital invested
Capital invested by funds: $15.8M → $33.8M (+$18M)
65% more funds holding
Funds holding: 17 → 28 (+11)
10.27% more ownership
Funds ownership: 61.62% → 71.88% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.94M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.9M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.75M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$661K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$649K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$135K |
SEPW Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) for Q4 2023, worth a combined $33.8M — up 114% from $15.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SEPW positions and 0 closed out — a net gain of 11 holders — while 12 added to existing stakes and 1 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $7.94M. The largest seller was BCGM Wealth Management, cutting an estimated $135K.
- 28 institutional investors held AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) as of Q4 2023, up from 17 in Q3 2023.
- Funds reported $33.8M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q4 2023, up 114% quarter-over-quarter.
- 11 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q4 2023 and 0 closed out, a net change of +11 holders.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF buyer in Q4 2023 was AE Wealth Management, an estimated $7.94M added.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF seller in Q4 2023 was BCGM Wealth Management, an estimated $135K sold.
Based on aggregated 13F filings for Q4 2023.