Stock Analysis

ALLIANZIM U.S. LARGE CAP BUFFER20 MAR ETF (MARW)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
40%

Smart Money Signals — MARW

Based on 34 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added this stock than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term trade.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
34 funds currently hold this stock — 81% of the 3.0-year high of 42 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding this stock is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — the institutional base is holding steady.
🟠

More sellers than buyers — 40% buying

10 buying15 selling
Last quarter: 15 funds reduced or exited vs 10 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 7 → 0 → 6. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔄

Mostly new holders — 21% entered in last year

24% conviction (2yr+) 56% medium 21% new
Only 8 funds (24%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

5 → 6 → 7 → 0 → 6 new funds/Q
New funds entering each quarter: 6 → 7 → 0 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 24% veterans, 26% new entrants

24% veterans 50% 1-2yr 26% new
Of 34 current holders: 8 (24%) held 2+ years, 17 held 1–2 years, 9 (26%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% top-100 AUM

15% from top-100 AUM funds
Only 5 of 34 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: MARW

How many hedge funds hold MARW — quarterly history vs. share price
Quarterly hedge fund ownership of MARW vs. share price

Market Analysis: MARW

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MARW

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Hedge Fund Positioning: MARW
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: MARW

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed