AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
37 hedge funds and large institutions have $45.2M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
35.8% more ownership
Funds ownership: 25.15% → 60.95% (+36%)
1% more capital invested
Capital invested by funds: $44.9M → $45.2M (+$299K)
10% less funds holding
Funds holding: 41 → 37 (-4)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
65% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$7.01M |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$610K |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$274K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$189K |
| 5 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$87.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.94M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$982K |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$950K |
| 4 |
Jane Street
New York
|
-$453K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$308K |
SEPW Hedge Fund Activity: Q1 2025 in Review
37 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) for Q1 2025, worth a combined $45.2M — up 0.66% from $44.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of SEPW and 2 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 6 added.
The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $7.01M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.94M.
- 37 institutional investors held AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) as of Q1 2025, down from 41 in Q4 2024.
- Funds reported $45.2M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q1 2025, up 0.66% quarter-over-quarter.
- 2 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q1 2025 and 4 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF buyer in Q1 2025 was Authentikos Wealth Advisory, an estimated $7.01M added.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF seller in Q1 2025 was Commonwealth Equity Services, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2025.