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AllianzIM U.S. Equity Buffer20 Dec ETF
DECW

37 hedge funds and large institutions have $39.4M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.06% less ownership

Funds ownership: 56.32% → 51.26% (-5.1%)

5% less funds holding

Funds holding: 39 → 37 (-2)

13% less capital invested

Capital invested by funds: $45.5M → $39.4M (-$6.09M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
2
FFA
Farther Finance Advisors
California
+$988K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$881K
4
UBS Group
UBS Group
Switzerland
+$207K
5
AWM
Accurate Wealth Management
Florida
+$198K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.88M
2
AWS
Atria Wealth Solutions
New York
-$1.13M
3
SB
Strategic Blueprint
Georgia
-$1.03M
4
Jane Street
Jane Street
New York
-$748K
5
OMC
Old Mission Capital
Illinois
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$208K -$685K -22,893 -77%
AWM
27
Accurate Wealth Management
Florida
$201K +$198K +6,613 New
AIMU
28
Allianz Investment Management US
Minnesota
$151K – – –
CFD
29
Creative Financial Designs
Indiana
$149K +$52K +1,739 +55%
HI
30
Harbour Investments
Wisconsin
$43.2K -$34.8K -1,163 -45%
IA
31
IFP Advisors
Florida
$37.8K – – –
DFA
32
DHJJ Financial Advisors
Illinois
$34.5K -$4.49K -150 -12%
EWA
33
EverSource Wealth Advisors
Alabama
$29.9K -$12.5K -419 -30%
NS
34
NBC Securities
Alabama
$24K – – –
CAS
35
Coppell Advisory Solutions
Texas
$4.79K – – –
PA
36
Pineridge Advisors
Missouri
$2.03K – – –
OLVIG
37
Oliver Lagore Vanvalin Investment Group
Michigan
$848 – – –
Jane Street
38
Jane Street
New York
– -$748K -25,200 Closed
Citadel Advisors
39
Citadel Advisors
Florida
– -$707K -23,794 Closed
HAS
40
HBW Advisory Services
California
– -$367K -12,366 Closed
SMAM
41
Sugar Maple Asset Management
Wisconsin
– -$238K -8,011 Closed
GLR
42
Great Lakes Retirement
Ohio
– -$1.23K -41 Closed
1
2

DECW Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q3 2024, worth a combined $39.4M — down 13% from $45.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DECW and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.88M.

  • 37 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q3 2024, down from 39 in Q2 2024.
  • Funds reported $39.4M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q3 2024 and 5 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.56M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2024.