AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
30 hedge funds and large institutions have $106M 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.
1,015% more capital inflows, than outflows
Capital inflows: $28.1M | Capital outflows: $2.52M
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)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.57M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.38M |
| 3 |
Kestra Advisory Services
Austin,
Texas
|
+$3.46M |
| 4 |
AE Wealth Management
Topeka,
Kansas
|
+$3.1M |
| 5 |
Wealthquest
Cincinnati,
Ohio
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WealthPlan Investment Management
Omaha,
Nebraska
|
-$816K |
| 2 |
Independent Financial Group
San Diego,
California
|
-$489K |
| 3 |
IFP Advisors
Tampa,
Florida
|
-$385K |
| 4 |
Jane Street
New York
|
-$358K |
| 5 |
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$251K |
DECW Hedge Fund Activity: Q1 2023 in Review
30 of the 6,289 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 $106M — up 30% 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 $106M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q1 2023, up 30% 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.