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AllianzIM U.S. Equity Buffer20 Dec ETF
DECW

48 hedge funds and large institutions have $74M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,000% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 1

75% more capital invested

Capital invested by funds: $42.2M → $74M (+$31.8M)

71% more funds holding

Funds holding: 28 → 48 (+20)

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

7.49% more ownership

Funds ownership: 63.04% → 70.53% (+7.5%)

Holders
48
Holders Change
+20
Holders Change %
+71.43%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
13
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.9M
2
AWM
AE Wealth Management
Kansas
+$4.94M
3
Osaic Holdings
Osaic Holdings
Arizona
+$2.9M
4
LAS
Lloyd Advisory Services
Georgia
+$2.62M
5
AWS
Atria Wealth Solutions
New York
+$1.75M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$1.44M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$480K
3
Citadel Advisors
Citadel Advisors
Florida
-$351K
4
GLR
Great Lakes Retirement
Ohio
-$90.8K
5
AWA
Authentikos Wealth Advisory
California
-$46K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$19.5M +$4.94M +182,124 +36%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.4M +$6.9M +254,659 +59%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.4M +$2.9M +106,879 +36%
KAS
4
Kestra Advisory Services
Texas
$2.82M +$526K +19,422 +24%
LAS
5
Lloyd Advisory Services
Georgia
$2.75M +$2.62M +96,816 New
AWS
6
Atria Wealth Solutions
New York
$1.84M +$1.75M +64,717 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.52M +$946K +34,915 +186%
SB
8
Strategic Blueprint
Georgia
$1.31M +$1.25M +46,194 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.14M +$658K +24,285 +153%
MAWAG
10
Mid-American Wealth Advisory Group
Missouri
$900K +$860K +31,739 New
WP
11
WealthPLAN Partners
Nebraska
$891K +$102K +3,779 +14%
Envestnet Portfolio Solutions
12
Envestnet Portfolio Solutions
Illinois
$869K +$831K +30,659 New
FHC
13
First Heartland Consultants
Missouri
$804K +$508K +18,750 +196%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$779K +$745K +27,488 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$740K -$24.2K -893 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$703K +$287K +10,576 +74%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$575K -$480K -17,730 -47%
OMC
18
Old Mission Capital
Illinois
$525K +$502K +18,522 New
MWS
19
Maxwell Wealth Strategies
California
$425K +$406K +14,999 New
CAN
20
Cetera Advisor Networks
California
$411K +$393K +14,499 New
PA
21
PFG Advisors
Arizona
$399K +$381K +14,072 New
AF
22
Advisornet Financial
Minnesota
$397K +$379K +13,985 New
GLR
23
Great Lakes Retirement
Ohio
$383K -$90.8K -3,351 -20%
HAS
24
HBW Advisory Services
California
$351K +$335K +12,366 New
W
25
Wealthquest
Ohio
$333K -$13.1K -485 -4%
1
2

DECW Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q4 2023, worth a combined $74M — up 75% from $42.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DECW positions and 1 closed out — a net gain of 20 holders — while 13 added to existing stakes and 11 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $6.9M. The largest seller was Allianz Investment Management US, cutting an estimated $1.44M.

  • 48 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q4 2023, up from 28 in Q3 2023.
  • Funds reported $74M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q4 2023, up 75% quarter-over-quarter.
  • 21 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q4 2023 and 1 closed out, a net change of +20 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $6.9M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q4 2023 was Allianz Investment Management US, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2023.