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AllianzIM U.S. Equity Buffer10 Feb ETF

23 hedge funds and large institutions have $18.8M invested in AllianzIM U.S. Equity Buffer10 Feb ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding

Funds holding: 1923 (+4)

11% more capital invested

Capital invested by funds: $16.9M → $18.8M (+$1.89M)

10.05% more ownership

Funds ownership: 64.2%74.25% (+10%)

22% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 9

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.86M +$694K +20,742 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.55M -$22.6K -677 -1%
KCM
3
Kaye Capital Management
California
$1.34M -$31.6K -944 -2%
AWS
4
Atria Wealth Solutions
New York
$936K -$58.7K -1,755 -6%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$878K +$276K +8,243 +46%
LPL Financial
6
LPL Financial
California
$765K -$12.9K -385 -2%
Jane Street
7
Jane Street
New York
$683K +$214K +6,408 +46%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$664K +$29.7K +888 +5%
OMC
9
Old Mission Capital
Illinois
$655K +$308K +9,196 +90%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$555K -$43.7K -1,307 -7%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$335K -$1.1K -33 -0.3%
KAS
12
Kestra Advisory Services
Texas
$261K +$258K +7,718 New
HI
13
Harbour Investments
Wisconsin
$243K -$269K -8,040 -53%
FFN
14
Focus Financial Network
Minnesota
$242K +$10.7K +321 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$210K +$208K +6,217 New
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$171K -$3.04K -91 -2%
AIMU
17
Allianz Investment Management US
Minnesota
$169K
AWM
18
AE Wealth Management
Kansas
$166K -$128K -3,830 -44%
JP Morgan Chase
19
JP Morgan Chase
New York
$78.5K
AF
20
Advisornet Financial
Minnesota
$33.1K
UBS Group
21
UBS Group
Switzerland
$13.9K +$13K +389 +1,852%
VWA
22
Valued Wealth Advisors
Utah
$5.61K +$5.55K +166 New
Wells Fargo
23
Wells Fargo
California
$1.01K +$1K +30 New

FEBT Hedge Fund Activity: Q4 2024 in Review

23 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) for Q4 2024, worth a combined $18.8M — up 11% from $16.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FEBT positions and 0 closed out — a net gain of 4 holders — while 7 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $694K. The largest seller was Harbour Investments, cutting an estimated $269K.

  • 23 institutional investors held AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) as of Q4 2024, up from 19 in Q3 2024.
  • Funds reported $18.8M of AllianzIM U.S. Equity Buffer10 Feb ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity Buffer10 Feb ETF positions in Q4 2024 and 0 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Feb ETF buyer in Q4 2024 was Osaic Holdings, an estimated $694K added.
  • The largest AllianzIM U.S. Equity Buffer10 Feb ETF seller in Q4 2024 was Harbour Investments, an estimated $269K sold.

Based on aggregated 13F filings for Q4 2024.