We are live on ! Find out more
DECW icon

AllianzIM U.S. Equity Buffer20 Dec ETF

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.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3031 (+1)

3% less capital invested

Capital invested by funds: $89.9M → $87.1M (-$2.74M)

16.04% less ownership

Funds ownership: 88.9%72.86% (-16%)

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
6
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$35.8M +$1.51M +58,356 +5%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16.6M +$74.2K +2,860 +0.5%
Osaic Holdings
3
Osaic Holdings
Arizona
$9.43M -$9.85M -379,931 -52%
W
4
Wealthquest
Ohio
$7.57M +$1.38M +53,413 +23%
AIMU
5
Allianz Investment Management US
Minnesota
$3.51M -$1.52M -58,661 -31%
KAS
6
Kestra Advisory Services
Texas
$2.59M -$12.5M -484,054 -83%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.58M -$1.83M -70,477 -55%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$1.51M +$53.9K +2,080 +4%
OMC
9
Old Mission Capital
Illinois
$1.12M +$1.08M +41,807 New
GLR
10
Great Lakes Retirement
Ohio
$1.05M -$78.4K -3,024 -7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.05M -$35.3K -1,363 -3%
OWA
12
Outlook Wealth Advisors
Texas
$680K +$11.5K +443 +2%
SB
13
Strategic Blueprint
Georgia
$618K -$30K -1,158 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$598K -$493K -19,018 -46%
AWA
15
Authentikos Wealth Advisory
California
$537K -$32.4K -1,248 -6%
WP
16
WealthPLAN Partners
Nebraska
$375K -$485K -18,702 -57%
CA
17
Cetera Advisors
Colorado
$371K -$4.77K -184 -1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$358K +$346K +13,327 New
Citadel Advisors
19
Citadel Advisors
Florida
$338K +$38.5K +1,484 +13%
FHC
20
First Heartland Consultants
Missouri
$319K -$87.2K -3,365 -22%
AWM
21
Accurate Wealth Management
Florida
$274K +$262K +10,097 New
UBS Group
22
UBS Group
Switzerland
$249K +$241K +9,277 New
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$211K -$99.4K -3,835 -33%
CFD
24
Creative Financial Designs
Indiana
$87.3K
IPW
25
Impact Partnership Wealth
Georgia
$82.4K +$79.5K +3,065 New

DECW Hedge Fund Activity: Q2 2023 in Review

31 of the 6,369 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 3.1% from $89.9M 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 3.1% 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.