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SPBW

AllianzIM Buffer20 Allocation ETF

23 hedge funds and large institutions have $39.8M invested in AllianzIM Buffer20 Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

28% more funds holding

Funds holding: 1823 (+5)

19% more capital invested

Capital invested by funds: $33.3M → $39.8M (+$6.45M)

1.25% less ownership

Funds ownership: 82.01%80.76% (-1.2%)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
Strategic Financial Concepts
Texas
-$225K -8,353 Closed

SPBW Hedge Fund Activity: Q4 2025 in Review

23 of the 8,226 institutional investors tracked by Wall St. Rank reported a position in AllianzIM Buffer20 Allocation ETF (SPBW) for Q4 2025, worth a combined $39.8M — up 19% from $33.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPBW positions and 2 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Allianz, opening a new position worth an estimated $9.13M. The largest seller was Allianz Investment Management US, exiting entirely with an estimated $10M sold.

  • 23 institutional investors held AllianzIM Buffer20 Allocation ETF (SPBW) as of Q4 2025, up from 18 in Q3 2025.
  • Funds reported $39.8M of AllianzIM Buffer20 Allocation ETF stock for Q4 2025, up 19% quarter-over-quarter.
  • 7 funds opened new AllianzIM Buffer20 Allocation ETF positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest AllianzIM Buffer20 Allocation ETF buyer in Q4 2025 was Allianz, an estimated $9.13M added.
  • The largest AllianzIM Buffer20 Allocation ETF seller in Q4 2025 was Allianz Investment Management US, an estimated $10M sold.

Based on aggregated 13F filings for Q4 2025.