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SPBW

AllianzIM Buffer20 Allocation ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2327 (+4)

1.29% less ownership

Funds ownership: 80.76%79.48% (-1.3%)

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$12.1M +$1.89M +68,612 +18%
A
2
Allianz
Germany
$7.54M -$1.65M -60,000 -18%
KAS
3
Kestra Advisory Services
Texas
$4.89M +$624K +22,707 +14%
IFG
4
Independent Financial Group
California
$4.47M +$804K +29,258 +22%
EWM
5
Evolution Wealth Management
Florida
$3.41M +$3.44M +125,237 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$3.4M +$1.86M +67,519 +118%
NA
7
NewEdge Advisors
Louisiana
$3.13M +$126K +4,582 +4%
HNB
8
Huntington National Bank
Ohio
$2.2M
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.28M +$270K +9,822 +26%
OMC
10
Old Mission Capital
Illinois
$973K +$982K +35,735 New
Osaic Holdings
11
Osaic Holdings
Arizona
$813K +$821K +29,878 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$809K +$225K +8,172 +38%
CF
13
Centaurus Financial
California
$638K +$126K +4,589 +24%
AFG
14
Atomi Financial Group
New York
$570K -$29.4K -1,071 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$566K +$156K +5,679 +38%
CRWM
16
Castle Rock Wealth Management
California
$549K
CW
17
CreativeOne Wealth
Kansas
$461K
PFGIA
18
Patriot Financial Group Insurance Agency
Massachusetts
$410K +$207K +7,536 +100%
BFS
19
BridgePort Financial Solutions
Iowa
$322K +$96K +3,493 +42%
DWM
20
Diversify Wealth Management
Utah
$258K +$252K +9,150 New
Raymond James Financial
21
Raymond James Financial
Florida
$249K +$251K +9,148 New
MML Investors Services
22
MML Investors Services
Massachusetts
$242K -$12.9K -470 -5%
SFC
23
Strategic Financial Concepts
Texas
$227K +$230K +8,353 New
HI
24
Harbour Investments
Wisconsin
$135K -$177K -6,421 -56%
IA
25
IFP Advisors
Florida
$70.6K +$23.4K +850 +49%

SPBW Hedge Fund Activity: Q1 2026 in Review

27 of the 8,126 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.