ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT)

34 + Investors. Track Smart Money conviction in APRT. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — APRT

Based on 34 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added APRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

📊

High ownership — 87% of 3.0Y peak

87% of all-time peak

34 funds currently hold this stock — 87% of the 3.0-year high of 39 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q

5 fewer hedge funds hold APRT compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🔴

Heavy selling pressure — only 29% buying

10 buying24 selling

Last quarter: 24 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter

Funds opening a new APRT position: 1 → 7 → 0 → 7. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 29% medium ■ 9% new

21 out of 34 hedge funds have held APRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~7 new funds/quarter

5 → 1 → 7 → 0 → 7 new funds/Q

New funds entering each quarter: 1 → 7 → 0 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 21% 1-2yr ■ 15% new

Of 34 current holders: 22 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

4 of 34 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	34	30	13.33%
13F Shares	675K	665K	1.5%
Total Value	$28M	$27M	3.97%
New Positions	7	0	+7
Increased Positions	3	6	-3
Closed Positions	3	8	-5
Reduced Positions	21	15	+6
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13.33%

13F Shares

675K

665K

1.5%

Total Value

$28M

$27M

3.97%

New Positions

Increased Positions

-3

Closed Positions

-5

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

34 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in APRT. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of APRT — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Nvest Financial, LLC	0.66%	41,600	$1.8M
2	Cassady Wealth & Retirement Planning, LLC	0.14%	5,112	$213K
3	First Heartland Consultants, Inc.	0.04%	13,082	$556K
4	Accurate Wealth Management, LLC	0.04%	6,852	$299K
5	Patriot Financial Group Insurance Agency, LLC	0.03%	13,620	$579K
6	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.01%	5,608	$238K
7	Focus Financial Network, Inc.	0.01%	7,081	$301K
8	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	92,970	$4.0M
9	Cambridge Investment Research Advisors, Inc.	0.00%	37,574	$2K
10	AdvisorNet Financial, Inc	0.00%	1,300	$55K
11	Spire Wealth Management	0.00%	1,257	$53K
12	Kestra Advisory Services, LLC	0.00%	5,826	$248K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT)

What does the Smart Money Trend signal show for APRT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added APRT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for APRT?

Heavy selling pressure — only 29% buying: Last quarter: 24 funds sold vs only 10 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for APRT holders?

Smaller funds dominant — 15% AUM from top-100: 4 of 34 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held APRT?

62% of holders stayed for 2+ years: 21 out of 34 hedge funds have held APRT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT)

Smart Money Signals — APRT

Buying streak — 1 quarter in a row

High ownership — 87% of 3.0Y peak

Outflows — 13% fewer funds vs a year ago

Heavy selling pressure — only 29% buying

More new buyers each quarter (+7 vs last Q)

62% of holders stayed for 2+ years

Steady discovery — ~7 new funds/quarter

Deep conviction — 65% of holders stayed 2+ years

Smaller funds dominant — 15% AUM from top-100

Hedge Fund Ownership: APRT

Market Analysis: APRT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: APRT

Hedge Fund Positioning: APRT

Statistics: APRT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — ALLIANZIM U.S. EQUITY BUFFER10 APR ETF (APRT)

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