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AllianzIM U.S. Equity Buffer20 Dec ETF
DECW

26 hedge funds and large institutions have $80.9M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

97.35% more ownership

Funds ownership: 0% → 97.35% (+97%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$28.3M
2
KAS
Kestra Advisory Services
Texas
+$10.9M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.82M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.58M
5
AIMU
Allianz Investment Management US
Minnesota
+$4.91M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$28.1M +$28.3M +1,151,817 New
KAS
2
Kestra Advisory Services
Texas
$10.8M +$10.9M +442,376 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.74M +$9.82M +398,991 New
Osaic Holdings
4
Osaic Holdings
Arizona
$9.5M +$9.58M +389,132 New
AIMU
5
Allianz Investment Management US
Minnesota
$4.86M +$4.91M +199,362 New
LAS
6
Lloyd Advisory Services
Georgia
$4.78M +$4.82M +195,964 New
W
7
Wealthquest
Ohio
$3.32M +$3.34M +135,905 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.07M +$2.09M +84,985 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$1.31M +$1.32M +53,545 New
WP
10
WealthPLAN Partners
Nebraska
$935K +$902K +36,640 New
WIM
11
WealthPlan Investment Management
Nebraska
$934K +$902K +36,640 New
IFG
12
Independent Financial Group
California
$825K +$832K +33,810 New
OWA
13
Outlook Wealth Advisors
Texas
$631K +$636K +25,844 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$558K +$563K +22,876 New
FHC
15
First Heartland Consultants
Missouri
$458K +$462K +18,760 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$451K +$455K +18,483 New
IA
17
IFP Advisors
Florida
$416K +$409K +16,603 New
SB
18
Strategic Blueprint
Georgia
$376K +$379K +15,385 New
Jane Street
19
Jane Street
New York
$358K +$361K +14,668 New
JP Morgan Chase
20
JP Morgan Chase
New York
$305K +$308K +12,510 New
CFD
21
Creative Financial Designs
Indiana
$79.3K +$80K +3,250 New
HI
22
Harbour Investments
Wisconsin
$44.4K +$44.7K +1,818 New
UBS Group
23
UBS Group
Switzerland
$7.47K +$7.53K +306 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1K +$812 +33 New
RWPA
25
Richard W. Paul & Associates
Michigan
$610 +$615 +25 New
1
2

DECW Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q4 2022, worth a combined $80.9M.

Buyers outnumbered sellers: 26 funds opened new DECW positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $28.3M.

  • 26 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $80.9M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q4 2022.
  • 26 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q4 2022 and 0 closed out, a net change of +26 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q4 2022 was AE Wealth Management, an estimated $28.3M added.

Based on aggregated 13F filings for Q4 2022.