Who Owns AUGW?
AllianzIM U.S. Equity Buffer20 Aug ETF — Institutional Ownership & 13F Holdings
$33.32
-0.06 (-0.16%)
Market Cap
$144.7M
Shares Outstanding
4,028,925
Institutional Holders
40
Total Inst. Value
$67.9M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
10
Closed Positions
8
Increased
2
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | $23.0M | 799,348 |
| 2 | FIRST HAWAIIAN BANK | $10.3M | 356,000 |
| 3 | OSAIC HOLDINGS, INC. | $7.4M | 255,219 |
| 4 | Elevated Capital Advisors, LLCNew | $4.3M | 148,901 |
| 5 | AMERICAN ASSET MANAGEMENT INC.New | $3.5M | 122,585 |
| 6 | Advisory Alpha, LLC | $3.2M | 110,916 |
| 7 | Strategic Blueprint, LLC | $2.6M | 89,084 |
| 8 | Cetera Investment Advisers | $2.4M | 84,587 |
| 9 | Focus Financial Network, Inc. | $1.7M | 59,356 |
| 10 | HARBOUR INVESTMENTS, INC. | $1.3M | 44,123 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | +35K | $7.4M |
| Elevated Capital Advisors, LLCNew | +149K | $4.3M |
| AMERICAN ASSET MANAGEMENT INC.New | +123K | $3.5M |
| OLD MISSION CAPITAL LLCNew | +13K | $386K |
| JPMORGAN CHASE & CO | +5K | $334K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | -42K | $10K |
| Cambridge Investment Research Advisors, Inc. | -35K | $971K |
| HARBOUR INVESTMENTS, INC. | -24K | $1.3M |
| Kestra Advisory Services, LLC | -16K | $1K |
| AE Wealth Management LLC | -15K | $491K |
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Frequently Asked Questions
How many institutional investors hold AUGW?
As of Q1 2025, 40 institutional investors report holding AUGW (AllianzIM U.S. Equity Buffer20 Aug ETF) in their 13F filings.
Which hedge fund owns the most AUGW?
The largest institutional holder of AUGW is RAYMOND JAMES FINANCIAL INC with $23.0M in shares.
Are institutions buying or selling AUGW?
This quarter, 10 institutions opened new positions in AUGW and 8 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.