AllianzIM U.S. Equity Buffer10 Feb ETF
FEBT
26 hedge funds and large institutions have $72.5M invested in AllianzIM U.S. Equity Buffer10 Feb ETF in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
164% more capital invested
Capital invested by funds: $27.4M → $72.5M (+$45.1M)
117% more funds holding
Funds holding: 12 → 26 (+14)
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
19.27% less ownership
Funds ownership: 89.27% → 70% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$23M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$5.38M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.03M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.87M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$4.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$606K |
| 3 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$541K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$10K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
-$508 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| $31 | +$30 | +1 | New |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$606K | -20,954 | Closed |
|
|
28
UBS Group
Zurich,
Switzerland
| – | -$10K | -347 | Closed |
|
FEBT Hedge Fund Activity: Q1 2024 in Review
26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) for Q1 2024, worth a combined $72.5M — up 164% from $27.4M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FEBT positions and 2 closed out — a net gain of 14 holders — while 5 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $23M. The largest seller was Allianz Investment Management US, cutting an estimated $4.41M.
- 26 institutional investors held AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) as of Q1 2024, up from 12 in Q4 2023.
- Funds reported $72.5M of AllianzIM U.S. Equity Buffer10 Feb ETF stock for Q1 2024, up 164% quarter-over-quarter.
- 16 funds opened new AllianzIM U.S. Equity Buffer10 Feb ETF positions in Q1 2024 and 2 closed out, a net change of +14 holders.
- The largest AllianzIM U.S. Equity Buffer10 Feb ETF buyer in Q1 2024 was AE Wealth Management, an estimated $23M added.
- The largest AllianzIM U.S. Equity Buffer10 Feb ETF seller in Q1 2024 was Allianz Investment Management US, an estimated $4.41M sold.
Based on aggregated 13F filings for Q1 2024.