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AllianzIM U.S. Equity Buffer20 Dec ETF

74 hedge funds and large institutions have $153M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

7% more funds holding

Funds holding: 6974 (+5)

6.06% more ownership

Funds ownership: 64%70.06% (+6.1%)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

39% less capital invested

Capital invested by funds: $250M → $153M (-$96.8M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
0.9%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
21
Increased
20
Reduced
25
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
51
LifeWealth Investments
Florida
$250K -$5.23M -156,433 -96%
MAWAG
52
Mid-American Wealth Advisory Group
Missouri
$242K -$127K -3,790 -35%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$232K
TC
54
TAGStone Capital
North Carolina
$232K +$229K +6,841 New
CRWM
55
Castle Rock Wealth Management
California
$229K +$7.93K +237 +4%
CIA
56
Concurrent Investment Advisors
Florida
$228K +$225K +6,719 New
OMC
57
Old Mission Capital
Illinois
$220K -$935K -27,934 -81%
AFG
58
Allegheny Financial Group
Pennsylvania
$200K +$197K +5,894 New
KFG
59
Kingdom Financial Group
Arizona
$176K -$519K -15,496 -75%
A
60
Allianz
Germany
$170K +$167K +5,000 New
Q1WB
61
Quest 10 Wealth Builders
Virginia
$163K -$405K -12,092 -72%
AW
62
Ankerstar Wealth
Texas
$123K +$121K +3,611 New
CFD
63
Creative Financial Designs
Indiana
$118K -$66.3K -1,982 -36%
GM
64
GeoWealth Management
Illinois
$72.4K
IA
65
IFP Advisors
Florida
$68.8K +$6.53K +195 +11%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$39K +$38.1K +1,138 New
DFA
67
DHJJ Financial Advisors
Illinois
$37.5K
ECA
68
Elevated Capital Advisors
Utah
$33.9K +$33.5K +1,000 New
EWA
69
EverSource Wealth Advisors
Alabama
$29K -$4.52K -135 -14%
NS
70
NBC Securities
Alabama
$27.2K
KCM
71
Key Capital Management
Tennessee
$26.7K +$26.4K +788 New
DRP
72
Decker Retirement Planning
Utah
$22.2K -$53.1K -1,586 -71%
GWM
73
Geneos Wealth Management
Colorado
$18.2K -$9.3K -278 -34%
AssetMark Inc
74
AssetMark Inc
California
$4.41K +$4.35K +130 New
BOSSRA
75
B.O.S.S. Retirement Advisors
Utah
-$7.21M -218,565 Closed

DECW Hedge Fund Activity: Q4 2025 in Review

74 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q4 2025, worth a combined $153M — down 39% from $250M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DECW positions and 15 closed out — a net gain of 6 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.86M. The largest seller was AE Wealth Management, cutting an estimated $76.5M.

  • 74 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $153M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q4 2025, down 39% quarter-over-quarter.
  • 21 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q4 2025 and 15 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q4 2025 was LPL Financial, an estimated $3.86M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q4 2025 was AE Wealth Management, an estimated $76.5M sold.

Based on aggregated 13F filings for Q4 2025.