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SPBX

AllianzIM 6 Month Buffer10 Allocation ETF

16 hedge funds and large institutions have $29.3M invested in AllianzIM 6 Month Buffer10 Allocation ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 2

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $25M → $29.3M (+$4.29M)

7% more funds holding

Funds holding: 1516 (+1)

4.42% less ownership

Funds ownership: 70.49%66.06% (-4.4%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
16
Holders Change
+1
Holders Change %
+6.67%
% of All Funds
0.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
6
Reduced
2
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$12.2M +$12.1M +445,540 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$5.42M +$1.13M +41,834 +27%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.47M +$416K +15,352 +14%
AWM
4
AE Wealth Management
Kansas
$3.11M +$1.26M +46,558 +70%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.34M +$779K +28,749 +143%
HNB
6
Huntington National Bank
Ohio
$1.18M
LPL Financial
7
LPL Financial
California
$533K -$72K -2,656 -12%
OMC
8
Old Mission Capital
Illinois
$533K +$526K +19,387 New
MML Investors Services
9
MML Investors Services
Massachusetts
$323K
PFGIA
10
Patriot Financial Group Insurance Agency
Massachusetts
$270K
LAS
11
Lloyd Advisory Services
Georgia
$244K +$241K +8,889 New
BFS
12
BridgePort Financial Solutions
Iowa
$240K +$237K +8,727 New
CF
13
Centaurus Financial
California
$199K +$23.5K +865 +14%
KAS
14
Kestra Advisory Services
Texas
$141K +$139K +5,122 New
HI
15
Harbour Investments
Wisconsin
$28.6K -$747K -27,543 -96%
IA
16
IFP Advisors
Florida
$26K +$22.9K +845 +845%
KCM
17
Key Capital Management
Tennessee
$14.3K +$14.1K +521 New
AIMU
18
Allianz Investment Management US
Minnesota
-$12.4M -463,040 Closed
CPRC
19
Consolidated Portfolio Review Corp
New York
-$275K -10,248 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$255K -9,510 Closed
EWM
21
Evolution Wealth Management
Florida
-$25.7K -955 Closed
UBS Group
22
UBS Group
Switzerland
-$21.4K -796 Closed

SPBX Hedge Fund Activity: Q4 2025 in Review

16 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) for Q4 2025, worth a combined $29.3M — up 17% from $25M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPBX positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.

The largest buyer was Allianz, opening a new position worth an estimated $12.1M. The largest seller was Allianz Investment Management US, exiting entirely with an estimated $12.4M sold.

  • 16 institutional investors held AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) as of Q4 2025, up from 15 in Q3 2025.
  • Funds reported $29.3M of AllianzIM 6 Month Buffer10 Allocation ETF stock for Q4 2025, up 17% quarter-over-quarter.
  • 6 funds opened new AllianzIM 6 Month Buffer10 Allocation ETF positions in Q4 2025 and 5 closed out, a net change of +1 holder.
  • The largest AllianzIM 6 Month Buffer10 Allocation ETF buyer in Q4 2025 was Allianz, an estimated $12.1M added.
  • The largest AllianzIM 6 Month Buffer10 Allocation ETF seller in Q4 2025 was Allianz Investment Management US, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2025.