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AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW

63 hedge funds and large institutions have $199M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

3% more funds holding

Funds holding: 61 → 63 (+2)

2.38% more ownership

Funds ownership: 70.02% → 72.41% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less capital invested

Capital invested by funds: $206M → $199M (-$6.78M)

50% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 30

Holders
63
Holders Change
+2
Holders Change %
+3.28%
% of All Funds
0.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
9
Increased
15
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Outlook Wealth Advisors
Texas
+$3.6M
2
AIMU
Allianz Investment Management US
Minnesota
+$3.53M
3
SW
SMART Wealth
Nebraska
+$1.51M
4
LAS
Lloyd Advisory Services
Georgia
+$1.32M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$663K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$8.89M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$7.76M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$2.59M
4
LI
LifeWealth Investments
Florida
-$2.43M
5
CAG
Csenge Advisory Group
Florida
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMI
26
Aegis Wealth Management (Iowa)
Iowa
$1.25M +$1.23M +39,118 New
FA
27
FSA Advisors
Michigan
$1.2M -$117K -3,718 -9%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.14M +$663K +21,003 +142%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.09M +$134K +4,245 +14%
FFN
30
Focus Financial Network
Minnesota
$976K – – –
KFG
31
Kingdom Financial Group
Arizona
$850K -$61.4K -1,945 -7%
HI
32
Harbour Investments
Wisconsin
$799K -$210K -6,648 -21%
BWM
33
BCGM Wealth Management
Indiana
$799K – – –
BFAG
34
Blackston Financial Advisory Group
Florida
$731K -$45K -1,426 -6%
ECA
35
Elevated Capital Advisors
Utah
$701K -$65.2K -2,066 -9%
CF
36
Centaurus Financial
California
$631K -$309K -9,780 -33%
JPLA
37
Joseph P. Lucia & Associates
New York
$626K -$130K -4,118 -17%
CAG
38
Csenge Advisory Group
Florida
$617K -$1.46M -46,406 -71%
AWE
39
Avidian Wealth Enterprises
Texas
$584K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$455K +$132K +4,186 +42%
Q1WB
41
Quest 10 Wealth Builders
Virginia
$376K +$19K +602 +5%
FHC
42
First Heartland Consultants
Missouri
$349K -$6.72K -213 -2%
CW
43
CreativeOne Wealth
Kansas
$344K +$116K +3,663 +52%
CIA
44
Concurrent Investment Advisors
Florida
$312K – – –
GFG
45
Grantvest Financial Group
New Jersey
$304K -$95.8K -3,034 -24%
CRWM
46
Castle Rock Wealth Management
California
$277K – – –
AFG
47
Allegheny Financial Group
Pennsylvania
$262K -$25.3K -800 -9%
LWA
48
Lantern Wealth Advisors
New York
$260K – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$254K +$251K +7,964 New
IFG
50
Independent Financial Group
California
$253K +$28K +888 +13%
1
2
3

SEPW Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) for Q4 2025, worth a combined $199M — down 3.3% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEPW positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 30 trimmed.

The largest buyer was Outlook Wealth Advisors, adding an estimated $3.6M. The largest seller was AE Wealth Management, cutting an estimated $8.89M.

  • 63 institutional investors held AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) as of Q4 2025, up from 61 in Q3 2025.
  • Funds reported $199M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q4 2025, down 3.3% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Sep ETF buyer in Q4 2025 was Outlook Wealth Advisors, an estimated $3.6M added.
  • The largest AllianzIM U.S. Equity Buffer20 Sep ETF seller in Q4 2025 was AE Wealth Management, an estimated $8.89M sold.

Based on aggregated 13F filings for Q4 2025.