AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
53 hedge funds and large institutions have $177M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 4 closing their positions.
675% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 4
612% more capital invested
Capital invested by funds: $24.9M → $177M (+$152M)
180% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 5
104% more funds holding
Funds holding: 26 → 53 (+27)
8.65% less ownership
Funds ownership: 74.52% → 65.87% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$89.5M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$15.2M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$7.53M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$6.41M |
| 5 |
AAM
American Asset Management
Boca Raton,
Florida
|
+$4.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$5.44M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$805K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$203K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$56.7K |
| 5 |
BWM
BCGM Wealth Management
Lafayette,
Indiana
|
-$51.4K |
SEPW Hedge Fund Activity: Q3 2024 in Review
53 of the 6,978 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 $177M — up 612% from $24.9M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SEPW positions and 4 closed out — a net gain of 27 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 26 in Q2 2024.
- Funds reported $177M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q3 2024, up 612% quarter-over-quarter.
- 31 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q3 2024 and 4 closed out, a net change of +27 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.