AllianzIM Buffer20 Allocation ETF
SPBW
27 hedge funds and large institutions have $49.8M invested in AllianzIM Buffer20 Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 3 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 5
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
25% more capital invested
Capital invested by funds: $39.8M → $49.8M (+$10M)
17% more funds holding
Funds holding: 23 → 27 (+4)
1.29% less ownership
Funds ownership: 80.76% → 79.48% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Evolution Wealth Management
Fort Myers,
Florida
|
+$3.44M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.89M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.86M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$982K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$821K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
Allianz
Munich,
Germany
|
-$1.65M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$177K |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$122K |
| 4 |
OC
Optima Capital
Beaverton,
Oregon
|
-$59K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$38.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MWM
26
Mosley Wealth Management
Anaheim,
California
| $28.2K | +$28.8K | +1,048 | New |
|
|
KCM
27
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| $7K | -$165 | -6 | -2% |
|
28
UBS Group
Zurich,
Switzerland
| $5.42K | +$2.28K | +83 | +72% |
|
|
LAS
29
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$122K | -4,445 | Closed |
|
|
OC
30
Optima Capital
Beaverton,
Oregon
| – | -$59K | -2,151 | Closed |
|
|
31
Bank of America
Charlotte,
North Carolina
| – | -$38.1K | -1,389 | Closed |
|
SPBW Hedge Fund Activity: Q1 2026 in Review
27 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in AllianzIM Buffer20 Allocation ETF (SPBW) for Q1 2026, worth a combined $49.8M — up 25% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new SPBW positions and 3 closed out — a net gain of 4 holders — while 13 added to existing stakes and 5 trimmed.
The largest buyer was Evolution Wealth Management, opening a new position worth an estimated $3.44M. The largest seller was Allianz, cutting an estimated $1.65M.
- 27 institutional investors held AllianzIM Buffer20 Allocation ETF (SPBW) as of Q1 2026, up from 23 in Q4 2025.
- Funds reported $49.8M of AllianzIM Buffer20 Allocation ETF stock for Q1 2026, up 25% quarter-over-quarter.
- 7 funds opened new AllianzIM Buffer20 Allocation ETF positions in Q1 2026 and 3 closed out, a net change of +4 holders.
- The largest AllianzIM Buffer20 Allocation ETF buyer in Q1 2026 was Evolution Wealth Management, an estimated $3.44M added.
- The largest AllianzIM Buffer20 Allocation ETF seller in Q1 2026 was Allianz, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2026.