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AllianzIM U.S. Equity Buffer10 Dec ETF

40 hedge funds and large institutions have $96.7M invested in AllianzIM U.S. Equity Buffer10 Dec ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

11% more funds holding

Funds holding: 3640 (+4)

1.99% more ownership

Funds ownership: 79.79%81.77% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $100M → $96.7M (-$3.65M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
8
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$55.5M -$1.4M -38,884 -3%
SW
2
SMART Wealth
Nebraska
$4.31M +$4.23M +117,581 New
FWM
3
FSR Wealth Management
Illinois
$3.97M -$65.1K -1,808 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.76M -$567K -15,747 -13%
FI
5
FWG Investments
Kentucky
$3.65M -$37.8K -1,050 -1%
Raymond James Financial
6
Raymond James Financial
Florida
$3.13M +$412K +11,453 +15%
LPL Financial
7
LPL Financial
California
$2.78M -$113K -3,129 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.66M +$590K +16,381 +29%
SB
9
Strategic Blueprint
Georgia
$1.64M
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.6M +$502K +13,932 +47%
WIM
11
WealthPlan Investment Management
Nebraska
$1.56M -$10.2M -283,207 -87%
NF
12
Nvest Financial
New Hampshire
$1.13M +$426K +11,835 +62%
LAS
13
Lloyd Advisory Services
Georgia
$1.12M +$1.1M +30,475 New
FA
14
FSA Advisors
Michigan
$1.07M -$24.4K -679 -2%
Q1WB
15
Quest 10 Wealth Builders
Virginia
$1.03M -$25.9K -719 -2%
WP
16
WealthPLAN Partners
Nebraska
$1M -$1.89M -52,398 -66%
GRR
17
Golden Reserve Retirement
Ohio
$962K +$540K +14,993 +133%
CAG
18
Csenge Advisory Group
Florida
$897K +$23.9K +665 +3%
OMC
19
Old Mission Capital
Illinois
$768K +$236K +6,549 +45%
LI
20
LifeWealth Investments
Florida
$574K -$595K -16,522 -51%
HI
21
Harbour Investments
Wisconsin
$566K +$302K +8,381 +119%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$560K -$233K -6,472 -30%
SA
23
Sanctuary Advisors
Indiana
$386K +$379K +10,520 New
GSIAS
24
Garden State Investment Advisory Services
New Jersey
$374K
Citadel Advisors
25
Citadel Advisors
Florida
$327K +$322K +8,931 New

DECT Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) for Q4 2025, worth a combined $96.7M — down 3.6% from $100M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DECT positions and 8 closed out — a net gain of 4 holders — while 8 added to existing stakes and 14 trimmed.

The largest buyer was SMART Wealth, opening a new position worth an estimated $4.23M. The largest seller was WealthPlan Investment Management, cutting an estimated $10.2M.

  • 40 institutional investors held AllianzIM U.S. Equity Buffer10 Dec ETF (DECT) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $96.7M of AllianzIM U.S. Equity Buffer10 Dec ETF stock for Q4 2025, down 3.6% quarter-over-quarter.
  • 12 funds opened new AllianzIM U.S. Equity Buffer10 Dec ETF positions in Q4 2025 and 8 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Dec ETF buyer in Q4 2025 was SMART Wealth, an estimated $4.23M added.
  • The largest AllianzIM U.S. Equity Buffer10 Dec ETF seller in Q4 2025 was WealthPlan Investment Management, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2025.