AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
30 hedge funds and large institutions have $89.9M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
15% more funds holding
Funds holding: 26 → 30 (+4)
11% more capital invested
Capital invested by funds: $80.9M → $89.9M (+$8.98M)
8.45% less ownership
Funds ownership: 97.35% → 88.9% (-8.4%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.57M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.38M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.46M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.1M |
| 5 |
W
Wealthquest
Cincinnati,
Ohio
|
+$2.32M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $15.7K | +$5.38M | +214,660 | +54% |
|
|
KHC
27
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $2.94K | +$2.88K | +115 | New |
|
|
BAM
28
Belpointe Asset Management
Reno,
Nevada
| $894 | +$652 | +26 | +289% |
|
|
RWPA
29
Richard W. Paul & Associates
Novi,
Michigan
| $562 | -$75 | -3 | -12% |
|
30
Jane Street
New York
| – | -$358K | -14,668 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$7.47K | -306 | Closed |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$552 | -22 | -67% |
|
DECW Hedge Fund Activity: Q1 2023 in Review
30 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q1 2023, worth a combined $89.9M — up 11% from $80.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new DECW positions and 2 closed out — a net gain of 5 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $8.57M. The largest seller was WealthPlan Investment Management, cutting an estimated $816K.
- 30 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q1 2023, up from 26 in Q4 2022.
- Funds reported $89.9M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q1 2023, up 11% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q1 2023 and 2 closed out, a net change of +5 holders.
- The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q1 2023 was Osaic Holdings, an estimated $8.57M added.
- The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $816K sold.
Based on aggregated 13F filings for Q1 2023.