AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
26 hedge funds and large institutions have $35.3M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 15 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 25 → 26 (+1)
3.26% less ownership
Funds ownership: 76.19% → 72.93% (-3.3%)
33% less capital invested
Capital invested by funds: $52.9M → $35.3M (-$17.6M)
87% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$814K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$373K |
| 3 |
TSS
Two Sigma Securities
New York
|
+$205K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$140K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$123K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$11.3M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.79M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$933K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$685K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $52.3K | – | – | – |
|
|
OWA
27
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$573K | -21,699 | Closed |
|
|
IPW
28
Impact Partnership Wealth
Marietta,
Georgia
| – | -$65.6K | -2,483 | Closed |
|
|
OLVIG
29
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$25.9K | -979 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$18K | -680 | Closed |
|
FEBW Hedge Fund Activity: Q3 2023 in Review
26 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q3 2023, worth a combined $35.3M — down 33% from $52.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FEBW positions and 4 closed out — a net gain of 1 holder — while 2 added to existing stakes and 15 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $814K. The largest seller was AE Wealth Management, cutting an estimated $11.3M.
- 26 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $35.3M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q3 2023, down 33% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q3 2023 was Avantax Advisory Services, an estimated $814K added.
- The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q3 2023 was AE Wealth Management, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2023.