We are live on ! Find out more
DECW icon

AllianzIM U.S. Equity Buffer20 Dec ETF

76 hedge funds and large institutions have $269M invested in AllianzIM U.S. Equity Buffer20 Dec ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

32% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 22

3% more funds holding

Funds holding: 7476 (+2)

1.57% more ownership

Funds ownership: 67.37%68.94% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

40% less capital invested

Capital invested by funds: $451M → $269M (-$181M)

Holders
76
Holders Change
+2
Holders Change %
+2.7%
% of All Funds
1.02%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
9
Increased
29
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$105M +$2.42M +79,340 +2%
AFS
2
Access Financial Services
Minnesota
$22.7M +$13.5M +441,340 +139%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$19.2M +$259K +8,479 +1%
LAS
4
Lloyd Advisory Services
Georgia
$17.2M -$596K -19,508 -3%
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M +$4.57M +149,661 +48%
FWM
6
FSR Wealth Management
Illinois
$8.75M +$387K +12,680 +5%
OWA
7
Outlook Wealth Advisors
Texas
$7.33M -$155K -5,059 -2%
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$7.28M +$34.4K +1,126 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$7.19M +$5.13M +167,907 +233%
AAM
10
American Asset Management
Florida
$5.56M -$212K -6,955 -4%
HBS
11
Howard Bailey Securities
Indiana
$4.75M +$990K +32,415 +26%
LI
12
LifeWealth Investments
Florida
$4.26M +$3.13M +102,631 +259%
KAS
13
Kestra Advisory Services
Texas
$4.16M +$3.15K +103 +0.1%
GLR
14
Great Lakes Retirement
Ohio
$2.99M -$153K -4,994 -5%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.52M +$659K +21,566 +35%
SWM
16
Spire Wealth Management
Virginia
$2.5M -$186K -6,102 -7%
TAP
17
Tounjian Advisory Partners
Florida
$2.4M +$2.45M +80,180 New
CAG
18
Csenge Advisory Group
Florida
$1.79M +$210K +6,877 +13%
AWS
19
Atria Wealth Solutions
New York
$1.71M -$567K -18,575 -25%
HI
20
Harbour Investments
Wisconsin
$1.69M +$15.5K +507 +0.9%
AIA
21
AssuredPartners Investment Advisors
Florida
$1.63M -$41.4K -1,356 -2%
SW
22
SMART Wealth
Nebraska
$1.58M -$156K -5,094 -9%
FA
23
FSA Advisors
Michigan
$1.46M +$276K +9,033 +23%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.43M +$1.46M +47,709 New
CWS
25
Cypress Wealth Services
California
$1.13M +$906K +29,657 +364%

DECW Hedge Fund Activity: Q1 2025 in Review

76 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) for Q1 2025, worth a combined $269M — down 40% from $451M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DECW positions and 5 closed out — a net gain of 4 holders — while 29 added to existing stakes and 22 trimmed.

The largest buyer was Access Financial Services, adding an estimated $13.5M. The largest seller was Authentikos Wealth Advisory, cutting an estimated $1.71M.

  • 76 institutional investors held AllianzIM U.S. Equity Buffer20 Dec ETF (DECW) as of Q1 2025, up from 74 in Q4 2024.
  • Funds reported $269M of AllianzIM U.S. Equity Buffer20 Dec ETF stock for Q1 2025, down 40% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer20 Dec ETF positions in Q1 2025 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF buyer in Q1 2025 was Access Financial Services, an estimated $13.5M added.
  • The largest AllianzIM U.S. Equity Buffer20 Dec ETF seller in Q1 2025 was Authentikos Wealth Advisory, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2025.