AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
30 hedge funds and large institutions have $37.2M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
15% more funds holding
Funds holding: 26 → 30 (+4)
5% more capital invested
Capital invested by funds: $35.3M → $37.2M (+$1.89M)
1.98% more ownership
Funds ownership: 72.93% → 74.91% (+2%)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.03M |
| 2 |
JP Morgan Chase
New York
|
+$950K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$937K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$779K |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$441K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.96M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.72M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$967K |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$739K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$364K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NS
26
NBC Securities
Birmingham,
Alabama
| $113K | – | – | – |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $80.6K | -$1.75K | -65 | -2% |
|
|
CFD
28
Creative Financial Designs
Kokomo,
Indiana
| $55.7K | – | – | – |
|
|
TAM
29
Tucker Asset Management
Littleton,
Colorado
| $3.54K | +$3.41K | +127 | New |
|
|
OLVIG
30
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $2.31K | +$2.23K | +83 | New |
|
|
TSS
31
Two Sigma Securities
New York
| – | -$203K | -7,738 | Closed |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$121K | -4,620 | Closed |
|
FEBW Hedge Fund Activity: Q4 2023 in Review
30 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q4 2023, worth a combined $37.2M — up 5.4% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FEBW positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $5.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.96M.
- 30 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q4 2023, up from 26 in Q3 2023.
- Funds reported $37.2M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q4 2023, up 5.4% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q4 2023 was AE Wealth Management, an estimated $5.03M added.
- The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $3.96M sold.
Based on aggregated 13F filings for Q4 2023.