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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
11
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.57M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.38M
3
KAS
Kestra Advisory Services
Texas
+$3.46M
4
AWM
AE Wealth Management
Kansas
+$3.1M
5
W
Wealthquest
Ohio
+$2.32M

Top Sellers

1
WIM
WealthPlan Investment Management
Nebraska
-$816K
2
IFG
Independent Financial Group
California
-$489K
3
IA
IFP Advisors
Florida
-$385K
4
Jane Street
Jane Street
New York
-$358K
5
AIMU
Allianz Investment Management US
Minnesota
-$251K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$32.6M +$3.1M +123,436 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$18.7M +$8.57M +341,838 +88%
KAS
3
Kestra Advisory Services
Texas
$14.8M +$3.46M +137,917 +31%
W
4
Wealthquest
Ohio
$5.83M +$2.32M +92,509 +68%
AIMU
5
Allianz Investment Management US
Minnesota
$4.83M -$251K -10,000 -5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$3.3M +$1.11M +44,268 +52%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$1.38M +$10.6K +422 +0.8%
GLR
8
Great Lakes Retirement
Ohio
$1.07M +$1.05M +42,051 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.05M +$462K +18,404 +80%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.03M +$546K +21,776 +118%
WP
11
WealthPLAN Partners
Nebraska
$834K -$99.5K -3,968 -11%
OWA
12
Outlook Wealth Advisors
Texas
$635K -$24.5K -978 -4%
SB
13
Strategic Blueprint
Georgia
$617K +$220K +8,773 +57%
AWA
14
Authentikos Wealth Advisory
California
$519K +$533K +21,244 New
AWS
15
Atria Wealth Solutions
New York
$421K +$414K +16,500 New
FHC
16
First Heartland Consultants
Missouri
$389K -$88.5K -3,530 -19%
IFG
17
Independent Financial Group
California
$366K -$489K -19,490 -58%
CA
18
Cetera Advisors
Colorado
$357K +$351K +13,994 New
JP Morgan Chase
19
JP Morgan Chase
New York
$319K – – –
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$298K +$293K +11,690 New
Citadel Advisors
21
Citadel Advisors
Florida
$283K +$278K +11,102 New
WIM
22
WealthPlan Investment Management
Nebraska
$105K -$816K -32,530 -89%
CFD
23
Creative Financial Designs
Indiana
$83K – – –
HI
24
Harbour Investments
Wisconsin
$46.4K – – –
IA
25
IFP Advisors
Florida
$30.9K -$385K -15,372 -93%
1
2

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.