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SPBW

AllianzIM Buffer20 Allocation ETF

7 hedge funds and large institutions have $22.3M invested in AllianzIM Buffer20 Allocation ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

91.61% more ownership

Funds ownership: 0%91.61% (+92%)

Holders
7
Holders Change
+7
Holders Change %
% of All Funds
0.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$14.5M +$15M +599,580 New
HI
2
Harbour Investments
Wisconsin
$3.78M +$3.85M +153,547 New
NA
3
NewEdge Advisors
Louisiana
$1.77M +$1.8M +71,771 New
IFG
4
Independent Financial Group
California
$1.54M +$1.56M +62,461 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$595K +$606K +24,179 New
AWM
6
AE Wealth Management
Kansas
$101K +$103K +4,122 New
Osaic Holdings
7
Osaic Holdings
Arizona
$9.85K +$10K +400 New

SPBW Hedge Fund Activity: Q1 2025 in Review

7 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AllianzIM Buffer20 Allocation ETF (SPBW) for Q1 2025, worth a combined $22.3M.

Buyers outnumbered sellers: 7 funds opened new SPBW positions and 0 closed out — a net gain of 7 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Allianz Investment Management US, opening a new position worth an estimated $15M.

  • 7 institutional investors held AllianzIM Buffer20 Allocation ETF (SPBW) as of Q1 2025, up from 0 in Q4 2024.
  • Funds reported $22.3M of AllianzIM Buffer20 Allocation ETF stock for Q1 2025.
  • 7 funds opened new AllianzIM Buffer20 Allocation ETF positions in Q1 2025 and 0 closed out, a net change of +7 holders.
  • The largest AllianzIM Buffer20 Allocation ETF buyer in Q1 2025 was Allianz Investment Management US, an estimated $15M added.

Based on aggregated 13F filings for Q1 2025.