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AllianzIM U.S. Equity Buffer20 Dec ETF
DECW

37 hedge funds and large institutions have $39.4M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.06% less ownership

Funds ownership: 56.32% → 51.26% (-5.1%)

5% less funds holding

Funds holding: 39 → 37 (-2)

13% less capital invested

Capital invested by funds: $45.5M → $39.4M (-$6.09M)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

60% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 15

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.56M
2
FFA
Farther Finance Advisors
California
+$988K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$881K
4
UBS Group
UBS Group
Switzerland
+$207K
5
AWM
Accurate Wealth Management
Florida
+$198K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.88M
2
AWS
Atria Wealth Solutions
New York
-$1.13M
3
SB
Strategic Blueprint
Georgia
-$1.03M
4
Jane Street
Jane Street
New York
-$748K
5
OMC
Old Mission Capital
Illinois
-$724K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.8M -$4.88M -163,113 -25%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.34M -$252K -8,413 -6%
AWM
3
AE Wealth Management
Kansas
$2.62M -$191K -6,385 -7%
KAS
4
Kestra Advisory Services
Texas
$2.29M -$197K -6,599 -8%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.75M +$1.05K +35 +0.1%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.58M +$1.56M +52,202 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.41M +$881K +29,443 +173%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.25M -$405K -13,526 -25%
FFA
9
Farther Finance Advisors
California
$1,000K +$988K +33,000 New
WG
10
Wealth Group
North Carolina
$876K – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$869K -$7.48K -250 -0.9%
FHC
12
First Heartland Consultants
Missouri
$744K -$63.1K -2,110 -6%
AWS
13
Atria Wealth Solutions
New York
$717K -$1.13M -37,621 -61%
LPL Financial
14
LPL Financial
California
$711K +$75.4K +2,521 +12%
OMC
15
Old Mission Capital
Illinois
$467K -$724K -24,200 -61%
PA
16
PFG Advisors
Arizona
$453K +$7.21K +241 +2%
AF
17
Advisornet Financial
Minnesota
$424K – – –
SB
18
Strategic Blueprint
Georgia
$350K -$1.03M -34,501 -75%
MWS
19
Maxwell Wealth Strategies
California
$347K – – –
LIWM
20
Long Island Wealth Management
New York
$297K – – –
UBS Group
21
UBS Group
Switzerland
$292K +$207K +6,900 +251%
MFG
22
Merit Financial Group
Georgia
$270K -$12K -400 -4%
IFG
23
Independent Financial Group
California
$251K – – –
W
24
Wealthquest
Ohio
$249K – – –
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$217K – – –
1
2

DECW Hedge Fund Activity: Q3 2024 in Review

37 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q3 2024, worth a combined $39.4M — down 13% from $45.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of DECW and 3 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 6 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.56M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.88M.

  • 37 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q3 2024, down from 39 in Q2 2024.
  • Funds reported $39.4M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q3 2024 and 5 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $1.56M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q3 2024 was Commonwealth Equity Services, an estimated $4.88M sold.

Based on aggregated 13F filings for Q3 2024.