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AllianzIM U.S. Equity Buffer10 Dec ETF

33 hedge funds and large institutions have $79.4M invested in AllianzIM U.S. Equity Buffer10 Dec ETF in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more capital invested

Capital invested by funds: $10.6M → $79.4M (+$68.7M)

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

65% more funds holding

Funds holding: 2033 (+13)

23.92% more ownership

Funds ownership: 57.77%81.69% (+24%)

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
8
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$50.1M +$50.4M +1,564,759 +20,298%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.36M +$3.18M +98,890 +142%
FWM
3
FSR Wealth Management
Illinois
$3.51M +$3.55M +110,210 New
SW
4
SMART Wealth
Nebraska
$2.78M +$2.81M +87,268 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.71M +$636K +19,767 +30%
FI
6
FWG Investments
Kentucky
$2.07M +$2.09M +64,924 New
Raymond James Financial
7
Raymond James Financial
Florida
$1.8M +$1.82M +56,524 New
SB
8
Strategic Blueprint
Georgia
$1.43M -$24.2K -751 -2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.25M +$981K +30,469 +345%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$821K +$624K +19,378 +303%
NF
11
Nvest Financial
New Hampshire
$779K +$787K +24,458 New
Q1WB
12
Quest 10 Wealth Builders
Virginia
$775K +$782K +24,314 New
HI
13
Harbour Investments
Wisconsin
$667K +$594K +18,446 +742%
KAS
14
Kestra Advisory Services
Texas
$663K +$295K +9,160 +79%
CAG
15
Csenge Advisory Group
Florida
$656K +$662K +20,574 New
AWS
16
Atria Wealth Solutions
New York
$503K +$508K +15,772 New
FA
17
FSA Advisors
Michigan
$490K +$495K +15,373 New
SG
18
StoneX Group
New York
$470K +$475K +14,755 New
LPL Financial
19
LPL Financial
California
$458K +$13.1K +408 +3%
LI
20
LifeWealth Investments
Florida
$394K +$398K +12,376 New
CF
21
Centaurus Financial
California
$338K +$342K +10,617 New
GSIAS
22
Garden State Investment Advisory Services
New Jersey
$325K +$328K +10,200 New
AAS
23
Avantax Advisory Services
Texas
$261K +$263K +8,177 New
MC
24
Moors & Cabot
Massachusetts
$225K -$25.7K -800 -10%
BOSSRA
25
B.O.S.S. Retirement Advisors
Utah
$210K +$212K +6,600 New

DECT Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) for Q4 2024, worth a combined $79.4M — up 646% from $10.6M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DECT positions and 4 closed out — a net gain of 13 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $50.4M. The largest seller was Advisory Services Network, exiting entirely with an estimated $1.18M sold.

  • 33 institutional investors held AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $79.4M of AllianzIM U.S. Equity Buffer10 Dec ETF stock for Q4 2024, up 646% quarter-over-quarter.
  • 17 funds opened new AllianzIM U.S. Equity Buffer10 Dec ETF positions in Q4 2024 and 4 closed out, a net change of +13 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Dec ETF buyer in Q4 2024 was AE Wealth Management, an estimated $50.4M added.
  • The largest AllianzIM U.S. Equity Buffer10 Dec ETF seller in Q4 2024 was Advisory Services Network, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2024.