AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
31 hedge funds and large institutions have $87.1M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
3% more funds holding
Funds holding: 30 → 31 (+1)
16.04% less ownership
Funds ownership: 88.9% → 72.86% (-16%)
17% less capital invested
Capital invested by funds: $106M → $87.1M (-$18.4M)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.51M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$1.38M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.08M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$346K |
| 5 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
+$262K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$12.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$9.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.83M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.52M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$493K |
DECW Hedge Fund Activity: Q2 2023 in Review
31 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q2 2023, worth a combined $87.1M — down 17% from $106M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DECW positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $1.51M. The largest seller was Kestra Advisory Services, cutting an estimated $12.5M.
- 31 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q2 2023, up from 30 in Q1 2023.
- Funds reported $87.1M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q2 2023, down 17% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q2 2023 and 5 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q2 2023 was AE Wealth Management, an estimated $1.51M added.
- The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q2 2023 was Kestra Advisory Services, an estimated $12.5M sold.
Based on aggregated 13F filings for Q2 2023.