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SPBW

AllianzIM Buffer20 Allocation ETF

18 hedge funds and large institutions have $33.3M invested in AllianzIM Buffer20 Allocation ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

13% more funds holding

Funds holding: 1618 (+2)

2% less capital invested

Capital invested by funds: $34.1M → $33.3M (-$759K)

7.7% less ownership

Funds ownership: 89.71%82.01% (-7.7%)

Holders
18
Holders Change
+2
Holders Change %
+12.5%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$10M -$4.17M -157,500 -30%
AWM
2
AE Wealth Management
Kansas
$7.44M +$1.56M +58,986 +27%
KAS
3
Kestra Advisory Services
Texas
$3.26M +$2.03M +76,628 +172%
IFG
4
Independent Financial Group
California
$2.59M +$302K +11,434 +13%
NA
5
NewEdge Advisors
Louisiana
$2.13M +$174K +6,568 +9%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.39M -$309K -11,681 -18%
HNB
7
Huntington National Bank
Ohio
$1.34M
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$888K +$98.5K +3,726 +13%
HI
9
Harbour Investments
Wisconsin
$707K -$2.9M -109,465 -81%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$568K +$105K +3,959 +23%
CRWM
11
Castle Rock Wealth Management
California
$528K +$7.51K +284 +1%
Bank of America
12
Bank of America
North Carolina
$485K +$477K +18,044 New
CF
13
Centaurus Financial
California
$469K +$66K +2,496 +17%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$426K +$166K +6,263 +65%
CW
15
CreativeOne Wealth
Kansas
$401K
MML Investors Services
16
MML Investors Services
Massachusetts
$252K +$20.8K +785 +9%
SFC
17
Strategic Financial Concepts
Texas
$225K +$221K +8,353 New
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$203K +$199K +7,536 New
IA
19
IFP Advisors
Florida
$13.4K +$2.65K +100 +25%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$408K -15,704 Closed

SPBW Hedge Fund Activity: Q3 2025 in Review

18 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in AllianzIM Buffer20 Allocation ETF (SPBW) for Q3 2025, worth a combined $33.3M — down 2.2% from $34.1M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPBW positions and 1 closed out — a net gain of 2 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.03M. The largest seller was Allianz Investment Management US, cutting an estimated $4.17M.

  • 18 institutional investors held AllianzIM Buffer20 Allocation ETF (SPBW) as of Q3 2025, up from 16 in Q2 2025.
  • Funds reported $33.3M of AllianzIM Buffer20 Allocation ETF stock for Q3 2025, down 2.2% quarter-over-quarter.
  • 3 funds opened new AllianzIM Buffer20 Allocation ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
  • The largest AllianzIM Buffer20 Allocation ETF buyer in Q3 2025 was Kestra Advisory Services, an estimated $2.03M added.
  • The largest AllianzIM Buffer20 Allocation ETF seller in Q3 2025 was Allianz Investment Management US, an estimated $4.17M sold.

Based on aggregated 13F filings for Q3 2025.