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AllianzIM U.S. Equity Buffer10 Feb ETF

25 hedge funds and large institutions have $41.2M invested in AllianzIM U.S. Equity Buffer10 Feb ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more capital invested

Capital invested by funds: $18.8M → $41.2M (+$22.4M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

9% more funds holding

Funds holding: 2325 (+2)

4.62% more ownership

Funds ownership: 74.25%78.87% (+4.6%)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
9
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$18.2M +$9.97M +295,781 +113%
KCM
2
Kaye Capital Management
California
$11.8M +$10.9M +322,554 +811%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.5M +$1.03M +30,688 +67%
AWS
4
Atria Wealth Solutions
New York
$1.57M +$689K +20,453 +74%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$863K +$229K +6,784 +35%
Raymond James Financial
6
Raymond James Financial
Florida
$803K +$618K +18,347 +295%
LPL Financial
7
LPL Financial
California
$739K
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$657K -$198K -5,868 -23%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$597K +$61.6K +1,829 +11%
HI
10
Harbour Investments
Wisconsin
$417K +$189K +5,595 +78%
Citadel Advisors
11
Citadel Advisors
Florida
$372K +$384K +11,389 New
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$322K -$1.96K -58 -0.6%
IFG
13
Independent Financial Group
California
$261K +$270K +7,998 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$244K +$251K +7,454 New
OMC
15
Old Mission Capital
Illinois
$242K -$403K -11,949 -62%
SA
16
Sanctuary Advisors
Indiana
$226K +$233K +6,903 New
FFN
17
Focus Financial Network
Minnesota
$212K -$22.3K -661 -9%
KAS
18
Kestra Advisory Services
Texas
$209K -$44.3K -1,315 -17%
BCI
19
Brinker Capital Investments
Pennsylvania
$203K +$209K +6,198 New
OPS
20
Orion Portfolio Solutions
Nebraska
$203K +$209K +6,198 New
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$166K
AIMU
22
Allianz Investment Management US
Minnesota
$159K
AWM
23
AE Wealth Management
Kansas
$135K -$27.2K -807 -16%
AF
24
Advisornet Financial
Minnesota
$52.3K +$21K +622 +64%
Wells Fargo
25
Wells Fargo
California
$980

FEBT Hedge Fund Activity: Q1 2025 in Review

25 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) for Q1 2025, worth a combined $41.2M — up 119% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FEBT positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Kaye Capital Management, adding an estimated $10.9M. The largest seller was Jane Street, exiting entirely with an estimated $683K sold.

  • 25 institutional investors held AllianzIM U.S. Equity Buffer10 Feb ETF (FEBT) as of Q1 2025, up from 23 in Q4 2024.
  • Funds reported $41.2M of AllianzIM U.S. Equity Buffer10 Feb ETF stock for Q1 2025, up 119% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer10 Feb ETF positions in Q1 2025 and 4 closed out, a net change of +2 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Feb ETF buyer in Q1 2025 was Kaye Capital Management, an estimated $10.9M added.
  • The largest AllianzIM U.S. Equity Buffer10 Feb ETF seller in Q1 2025 was Jane Street, an estimated $683K sold.

Based on aggregated 13F filings for Q1 2025.