AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
42 hedge funds and large institutions have $42.6M invested in AllianzIM U.S. Equity Buffer20 Sep ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
11% more funds holding
Funds holding: 38 → 42 (+4)
3.36% less ownership
Funds ownership: 61.67% → 58.3% (-3.4%)
7% less capital invested
Capital invested by funds: $45.8M → $42.6M (-$3.15M)
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.41M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$937K |
| 3 |
LPL Financial
San Diego,
California
|
+$610K |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$442K |
| 5 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$6.89M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$991K |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$608K |
| 5 |
OPA
Old Port Advisors
Portland,
Maine
|
-$328K |
SEPW Hedge Fund Activity: Q2 2025 in Review
42 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) for Q2 2025, worth a combined $42.6M — down 6.9% from $45.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SEPW positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 14 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $1.41M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $6.89M sold.
- 42 institutional investors held AllianzIM U.S. Equity Buffer20 Sep ETF (SEPW) as of Q2 2025, up from 38 in Q1 2025.
- Funds reported $42.6M of AllianzIM U.S. Equity Buffer20 Sep ETF stock for Q2 2025, down 6.9% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer20 Sep ETF positions in Q2 2025 and 3 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF buyer in Q2 2025 was Commonwealth Equity Services, an estimated $1.41M added.
- The largest AllianzIM U.S. Equity Buffer20 Sep ETF seller in Q2 2025 was Authentikos Wealth Advisory, an estimated $6.89M sold.
Based on aggregated 13F filings for Q2 2025.