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AllianzIM U.S. Equity Buffer20 Dec ETF

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.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

30% more capital invested

Capital invested by funds: $80.9M → $106M (+$24.6M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

15% more funds holding

Funds holding: 2630 (+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: 10 (-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

DECW Hedge Fund Activity: Q1 2023 in Review

30 of the 6,283 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.