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AllianzIM U.S. Equity Buffer20 Feb ETF

25 hedge funds and large institutions have $52.9M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $32M → $52.9M (+$21M)

19% more funds holding

Funds holding: 2125 (+4)

5.57% more ownership

Funds ownership: 70.62%76.19% (+5.6%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
26
WealthSource Partners
California
-$288K -11,400 Closed
AF
27
Allworth Financial
California
-$117K -4,637 Closed
AAS
28
Ameritas Advisory Services
Nebraska
-$255 -10 Closed

FEBW Hedge Fund Activity: Q2 2023 in Review

25 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q2 2023, worth a combined $52.9M — up 66% from $32M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FEBW positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $10.7M. The largest seller was Kestra Advisory Services, cutting an estimated $2.11M.

  • 25 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $52.9M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q2 2023, up 66% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q2 2023 was AE Wealth Management, an estimated $10.7M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q2 2023 was Kestra Advisory Services, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2023.