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SPBX

AllianzIM 6 Month Buffer10 Allocation ETF

21 hedge funds and large institutions have $28.1M invested in AllianzIM 6 Month Buffer10 Allocation ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

31% more funds holding

Funds holding: 1621 (+5)

4% less capital invested

Capital invested by funds: $29.3M → $28.1M (-$1.2M)

6.6% less ownership

Funds ownership: 66.06%59.46% (-6.6%)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$11.1M -$963K -35,000 -8%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.57M -$763K -27,704 -14%
AWM
3
AE Wealth Management
Kansas
$3.64M +$600K +21,804 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.67M -$755K -27,430 -22%
HNB
5
Huntington National Bank
Ohio
$1.53M +$274K +9,954 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.39M +$76.5K +2,779 +6%
OMC
7
Old Mission Capital
Illinois
$713K +$194K +7,051 +36%
Osaic Holdings
8
Osaic Holdings
Arizona
$605K +$617K +22,415 New
LPL Financial
9
LPL Financial
California
$531K +$7.98K +290 +1%
MML Investors Services
10
MML Investors Services
Massachusetts
$317K
BFS
11
BridgePort Financial Solutions
Iowa
$251K +$16.3K +593 +7%
CF
12
Centaurus Financial
California
$217K +$21.6K +786 +11%
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$211K -$54.6K -1,985 -20%
IFG
14
Independent Financial Group
California
$205K +$209K +7,607 New
SPIA
15
Steward Partners Investment Advisory
New York
$60.4K +$61.6K +2,239 New
MWM
16
Mosley Wealth Management
California
$56.5K +$57.9K +2,105 New
IA
17
IFP Advisors
Florida
$49.6K +$24.6K +895 +95%
KCM
18
Key Capital Management
Tennessee
$14.1K
AAS
19
Ameritas Advisory Services
Nebraska
$9.74K +$9.94K +361 New
UBS Group
20
UBS Group
Switzerland
$5.26K +$5.37K +195 New
HI
21
Harbour Investments
Wisconsin
$2.45K -$26.2K -951 -91%
LAS
22
Lloyd Advisory Services
Georgia
-$244K -8,889 Closed
KAS
23
Kestra Advisory Services
Texas
-$141K -5,122 Closed

SPBX Hedge Fund Activity: Q1 2026 in Review

21 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) for Q1 2026, worth a combined $28.1M — down 4.1% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPBX positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Osaic Holdings, opening a new position worth an estimated $617K. The largest seller was Allianz, cutting an estimated $963K.

  • 21 institutional investors held AllianzIM 6 Month Buffer10 Allocation ETF (SPBX) as of Q1 2026, up from 16 in Q4 2025.
  • Funds reported $28.1M of AllianzIM 6 Month Buffer10 Allocation ETF stock for Q1 2026, down 4.1% quarter-over-quarter.
  • 7 funds opened new AllianzIM 6 Month Buffer10 Allocation ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
  • The largest AllianzIM 6 Month Buffer10 Allocation ETF buyer in Q1 2026 was Osaic Holdings, an estimated $617K added.
  • The largest AllianzIM 6 Month Buffer10 Allocation ETF seller in Q1 2026 was Allianz, an estimated $963K sold.

Based on aggregated 13F filings for Q1 2026.