AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
28 hedge funds and large institutions have $42.2M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 6 closing their positions.
10% less funds holding
Funds holding: 31 → 28 (-3)
36.73% less ownership
Funds ownership: 72.86% → 36.12% (-37%)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
78% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 18
98% less capital inflows, than outflows
Capital inflows: $1.01M | Capital outflows: $45.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WealthPLAN Partners
Omaha,
Nebraska
|
+$369K |
| 2 |
Merit Financial Group
Alpharetta,
Georgia
|
+$247K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$219K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$146K |
| 5 |
DHJJ Financial Advisors
Naperville,
Illinois
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$22.3M |
| 2 |
Wealthquest
Cincinnati,
Ohio
|
-$7.27M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.02M |
| 4 |
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.96M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.54M |
DECW Hedge Fund Activity: Q3 2023 in Review
28 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q3 2023, worth a combined $42.2M — down 52% from $87.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of DECW and 3 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 4 added.
The largest buyer was WealthPLAN Partners, adding an estimated $369K. The largest seller was AE Wealth Management, cutting an estimated $22.3M.
- 28 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q3 2023, down from 31 in Q2 2023.
- Funds reported $42.2M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q3 2023, down 52% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q3 2023 and 6 closed out, a net change of -3 holders.
- The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q3 2023 was WealthPLAN Partners, an estimated $369K added.
- The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q3 2023 was AE Wealth Management, an estimated $22.3M sold.
Based on aggregated 13F filings for Q3 2023.