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AllianzIM U.S. Equity Buffer20 Dec ETF

74 hedge funds and large institutions have $451M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more capital invested

Capital invested by funds: $39.4M → $451M (+$411M)

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

100% more funds holding

Funds holding: 3774 (+37)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

16.1% more ownership

Funds ownership: 51.26%67.37% (+16%)

Holders
74
Holders Change
+37
Holders Change %
+100%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.08%
New
43
Increased
13
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Optima Capital
Oregon
$1.1M +$1.1M +36,023 New
FFA
27
Farther Finance Advisors
California
$1M
KFG
28
Kingdom Financial Group
Arizona
$964K +$967K +31,687 New
FHC
29
First Heartland Consultants
Missouri
$941K -$6.99K -229 -0.7%
LRWM
30
Lord & Richards Wealth Management
Colorado
$832K +$835K +27,343 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$775K -$98.5K -3,228 -11%
WG
32
Wealth Group
North Carolina
$774K -$106K -3,473 -12%
HAS
33
HBW Advisory Services
California
$714K +$717K +23,473 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$705K -$709K -23,238 -50%
PA
35
PFG Advisors
Arizona
$697K +$243K +7,971 +53%
PIS
36
POM Investment Strategies
North Carolina
$634K +$636K +20,843 New
FFN
37
Focus Financial Network
Minnesota
$604K +$606K +19,852 New
AF
38
Advisornet Financial
Minnesota
$425K
BFAG
39
Blackston Financial Advisory Group
Florida
$392K +$394K +12,902 New
CPRC
40
Consolidated Portfolio Review Corp
New York
$392K +$394K +12,890 New
GFG
41
Grantvest Financial Group
New Jersey
$376K +$377K +12,344 New
MWS
42
Maxwell Wealth Strategies
California
$346K
LPL Financial
43
LPL Financial
California
$345K -$370K -12,117 -52%
GSIAS
44
Garden State Investment Advisory Services
New Jersey
$327K +$328K +10,750 New
AAS
45
Avantax Advisory Services
Texas
$325K +$327K +10,696 New
LIWM
46
Long Island Wealth Management
New York
$298K
MFG
47
Merit Financial Group
Georgia
$284K +$12.2K +400 +4%
JSA
48
Jim Saulnier & Associates
Colorado
$278K +$279K +9,144 New
JPLA
49
Joseph P. Lucia & Associates
New York
$257K +$258K +8,460 New
CWS
50
Cypress Wealth Services
California
$248K +$249K +8,143 New

DECW Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q4 2024, worth a combined $451M — up 1,044% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DECW positions and 5 closed out — a net gain of 38 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $101M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.58M sold.

  • 74 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $451M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q4 2024, up 1,044% quarter-over-quarter.
  • 43 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q4 2024 and 5 closed out, a net change of +38 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q4 2024 was AE Wealth Management, an estimated $101M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2024.