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AllianzIM U.S. Equity Buffer20 Feb ETF
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48 hedge funds and large institutions have $125M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

236% more capital invested

Capital invested by funds: $37.2M → $125M (+$87.7M)

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

60% more funds holding

Funds holding: 30 → 48 (+18)

16.47% less ownership

Funds ownership: 74.91% → 58.44% (-16%)

Holders
48
Holders Change
+18
Holders Change %
+60%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
16
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$50M
2
Osaic Holdings
Osaic Holdings
Arizona
+$7.87M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.44M
4
WIM
WealthPlan Investment Management
Nebraska
+$4.05M
5
OWA
Outlook Wealth Advisors
Texas
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
-$4.17M
2
JP Morgan Chase
JP Morgan Chase
New York
-$985K
3
CA
Cetera Advisors
Colorado
-$781K
4
Citadel Advisors
Citadel Advisors
Florida
-$562K
5
OMC
Old Mission Capital
Illinois
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$518K +$508K +17,898 New
CAG
27
Csenge Advisory Group
Florida
$514K +$503K +17,740 New
LWA
28
Lantern Wealth Advisors
New York
$497K +$487K +17,154 New
IFG
29
Independent Financial Group
California
$492K +$62.1K +2,187 +15%
KFG
30
Kingdom Financial Group
Arizona
$439K +$431K +15,176 New
BAM
31
Belpointe Asset Management
Nevada
$401K – – –
WG
32
Wealth Group
North Carolina
$360K +$353K +12,449 New
PA
33
PFG Advisors
Arizona
$315K +$309K +10,876 New
GM
34
GeoWealth Management
Illinois
$313K +$307K +10,801 New
FFN
35
Focus Financial Network
Minnesota
$302K +$301K +10,598 New
HA
36
Herold Advisors
New York
$283K +$277K +9,767 New
FA
37
FSA Advisors
Michigan
$240K +$236K +8,301 New
LPL Financial
38
LPL Financial
California
$232K -$6.53K -230 -3%
SRA
39
Secured Retirement Advisors
Minnesota
$229K +$225K +7,923 New
GFA
40
Gallagher Fiduciary Advisors
Illinois
$205K +$201K +7,075 New
AIMU
41
Allianz Investment Management US
Minnesota
$145K -$4.17M -147,041 -97%
IA
42
IFP Advisors
Florida
$123K +$2.02K +71 +2%
CF
43
Centaurus Financial
California
$120K +$118K +4,159 New
NS
44
NBC Securities
Alabama
$112K -$5.67K -200 -5%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$83.8K – – –
CFD
46
Creative Financial Designs
Indiana
$69.5K +$11.4K +400 +20%
PA
47
Pineridge Advisors
Missouri
$65K +$63.7K +2,244 New
RWPA
48
Richard W. Paul & Associates
Michigan
$6.95K +$6.81K +240 New
JP Morgan Chase
49
JP Morgan Chase
New York
– -$985K -35,345 Closed
Citadel Advisors
50
Citadel Advisors
Florida
– -$562K -20,189 Closed
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FEBW Hedge Fund Activity: Q1 2024 in Review

48 of the 6,948 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q1 2024, worth a combined $125M — up 236% from $37.2M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FEBW positions and 6 closed out — a net gain of 18 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $50M. The largest seller was Allianz Investment Management US, cutting an estimated $4.17M.

  • 48 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q1 2024, up from 30 in Q4 2023.
  • Funds reported $125M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q1 2024, up 236% quarter-over-quarter.
  • 24 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q1 2024 and 6 closed out, a net change of +18 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q1 2024 was AE Wealth Management, an estimated $50M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q1 2024 was Allianz Investment Management US, an estimated $4.17M sold.

Based on aggregated 13F filings for Q1 2024.