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AllianzIM U.S. Equity Buffer20 Mar ETF
MARW

40 hedge funds and large institutions have $56.4M invested in AllianzIM U.S. Equity Buffer20 Mar ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

21% more capital invested

Capital invested by funds: $46.7M → $56.4M (+$9.75M)

3.31% more ownership

Funds ownership: 67.94% → 71.25% (+3.3%)

3% more funds holding

Funds holding: 39 → 40 (+1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
A
Allianz
Germany
+$5.16M
2
LPL Financial
LPL Financial
California
+$2.7M
3
WW
Westshore Wealth
California
+$2.44M
4
KAS
Kestra Advisory Services
Texas
+$1.39M
5
WIA
World Investment Advisors
California
+$927K

Top Sellers

Rank Fund Capital Flow
1
FCM
Fortis Capital Management
Washington
-$2.29M
2
OMC
Old Mission Capital
Illinois
-$1.42M
3
ECA
Elevated Capital Advisors
Utah
-$540K
4
CF
Centaurus Financial
California
-$303K
5
SWM
Spire Wealth Management
Virginia
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
26
Independent Financial Group
California
$347K +$96.1K +2,787 +38%
BWM
27
BCGM Wealth Management
Indiana
$345K – – –
FHC
28
First Heartland Consultants
Missouri
$337K +$340K +9,872 New
FCM
29
Fortis Capital Management
Washington
$332K -$2.29M -66,390 -87%
FL
30
FreeGulliver LLC
Louisiana
$296K +$299K +8,677 New
TC
31
TAGStone Capital
North Carolina
$241K – – –
SWP
32
Sagespring Wealth Partners
Tennessee
$229K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$123K – – –
AWM
34
AE Wealth Management
Kansas
$94.1K -$138 -4 -0.1%
CIAS
35
Capital Investment Advisory Services
North Carolina
$72.6K – – –
AAP
36
Arax Advisory Partners
Colorado
$59.8K +$60.5K +1,753 New
CFD
37
Creative Financial Designs
Indiana
$40.9K – – –
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$17.1K +$17.3K +501 New
IA
39
IFP Advisors
Florida
$7.88K +$172 +5 +2%
FNWA
40
Financial Network Wealth Advisors
Utah
$5.9K – – –
OMC
41
Old Mission Capital
Illinois
– -$1.42M -41,336 Closed
ECA
42
Elevated Capital Advisors
Utah
– -$540K -15,735 Closed
Barclays
43
Barclays
United Kingdom
– -$147K -4,288 Closed
UBS Group
44
UBS Group
Switzerland
– -$4.91K -143 Closed
LAS
45
Lloyd Advisory Services
Georgia
– -$240 -7 Closed
1
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MARW Hedge Fund Activity: Q1 2026 in Review

40 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) for Q1 2026, worth a combined $56.4M — up 21% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MARW positions and 5 closed out — a net gain of 3 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Allianz, adding an estimated $5.16M. The largest seller was Fortis Capital Management, cutting an estimated $2.29M.

  • 40 institutional investors held AllianzIM U.S. Equity Buffer20 Mar ETF (MARW) as of Q1 2026, up from 39 in Q4 2025.
  • Funds reported $56.4M of AllianzIM U.S. Equity Buffer20 Mar ETF stock for Q1 2026, up 21% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity Buffer20 Mar ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF buyer in Q1 2026 was Allianz, an estimated $5.16M added.
  • The largest AllianzIM U.S. Equity Buffer20 Mar ETF seller in Q1 2026 was Fortis Capital Management, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2026.