AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
53 hedge funds and large institutions have $178M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
2,279% more capital inflows, than outflows
Capital inflows: $157M | Capital outflows: $6.58M
700% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 4
445.98% more ownership
Funds ownership: 72.63% → 518.61% (+446%)
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
112% more funds holding
Funds holding: 25 → 53 (+28)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$89.5M |
| 2 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$15.2M |
| 3 |
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$7.53M |
| 4 |
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$6.41M |
| 5 |
American Asset Management
Boca Raton,
Florida
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$5.44M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$805K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$203K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$56.7K |
| 5 |
BCGM Wealth Management
Lafayette,
Indiana
|
-$51.4K |
SEPW Hedge Fund Activity: Q3 2024 in Review
53 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) for Q3 2024, worth a combined $178M — up 632% from $24.2M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SEPW positions and 4 closed out — a net gain of 28 holders — while 14 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $89.5M. The largest seller was Allianz Investment Management US, cutting an estimated $5.44M.
- 53 institutional investors held AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) as of Q3 2024, up from 25 in Q2 2024.
- Funds reported $178M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q3 2024, up 632% quarter-over-quarter.
- 32 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q3 2024 and 4 closed out, a net change of +28 holders.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF buyer in Q3 2024 was AE Wealth Management, an estimated $89.5M added.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF seller in Q3 2024 was Allianz Investment Management US, an estimated $5.44M sold.
Based on aggregated 13F filings for Q3 2024.