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AllianzIM U.S. Equity Buffer20 Dec ETF

74 hedge funds and large institutions have $451M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2024 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,044% more capital invested

Capital invested by funds: $39.4M → $451M (+$411M)

760% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 5

100% more funds holding

Funds holding: 3774 (+37)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

16.1% more ownership

Funds ownership: 51.26%67.37% (+16%)

Holders
74
Holders Change
+37
Holders Change %
+100%
% of All Funds
0.97%
Holding in Top 10
6
Holding in Top 10 Change
+6
Holding in Top 10 Change %
% of All Funds
0.08%
New
43
Increased
13
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$211M -$6.11K -200 -3%
AWM
2
AE Wealth Management
Kansas
$104M +$101M +3,324,329 +3,849%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.2M +$4.39M +143,828 +30%
LAS
4
Lloyd Advisory Services
Georgia
$18M +$18.1M +593,230 New
AFS
5
Access Financial Services
Minnesota
$9.64M +$9.67M +316,872 New
Osaic Holdings
6
Osaic Holdings
Arizona
$9.48M +$5.14M +168,517 +118%
FWM
7
FSR Wealth Management
Illinois
$8.5M +$8.53M +279,333 New
OWA
8
Outlook Wealth Advisors
Texas
$7.6M +$7.62M +249,768 New
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$7.36M +$7.38M +241,841 New
AAM
10
American Asset Management
Florida
$5.86M +$5.88M +192,712 New
KAS
11
Kestra Advisory Services
Texas
$4.22M +$1.93M +63,148 +84%
HBS
12
Howard Bailey Securities
Indiana
$3.84M +$3.86M +126,301 New
GLR
13
Great Lakes Retirement
Ohio
$3.18M +$3.2M +104,664 New
SWM
14
Spire Wealth Management
Virginia
$2.73M +$2.74M +89,656 New
AWA
15
Authentikos Wealth Advisory
California
$2.46M +$2.47M +80,815 New
AWS
16
Atria Wealth Solutions
New York
$2.3M +$1.58M +51,913 +219%
Raymond James Financial
17
Raymond James Financial
Florida
$2.19M +$2.2M +72,002 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.9M +$650K +21,281 +52%
SW
19
SMART Wealth
Nebraska
$1.76M +$1.77M +57,940 New
HI
20
Harbour Investments
Wisconsin
$1.7M +$1.67M +54,578 +3,833%
AIA
21
AssuredPartners Investment Advisors
Florida
$1.7M +$1.71M +55,927 New
CAG
22
Csenge Advisory Group
Florida
$1.66M +$1.67M +54,564 New
FA
23
FSA Advisors
Michigan
$1.21M +$1.21M +39,752 New
LI
24
LifeWealth Investments
Florida
$1.2M +$1.21M +39,595 New
Envestnet Portfolio Solutions
25
Envestnet Portfolio Solutions
Illinois
$1.2M +$990K +32,436 +472%

DECW Hedge Fund Activity: Q4 2024 in Review

74 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q4 2024, worth a combined $451M — up 1,044% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DECW positions and 5 closed out — a net gain of 38 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $101M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.58M sold.

  • 74 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q4 2024, up from 37 in Q3 2024.
  • Funds reported $451M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q4 2024, up 1,044% quarter-over-quarter.
  • 43 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q4 2024 and 5 closed out, a net change of +38 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q4 2024 was AE Wealth Management, an estimated $101M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.58M sold.

Based on aggregated 13F filings for Q4 2024.