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AllianzIM U.S. Equity Buffer20 Feb ETF
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43 hedge funds and large institutions have $49.5M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less funds holding

Funds holding: 48 → 43 (-5)

18.99% less ownership

Funds ownership: 58.44% → 39.45% (-19%)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

60% less capital invested

Capital invested by funds: $125M → $49.5M (-$75.4M)

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
7
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Elevated Capital Advisors
Utah
+$2.39M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$501K
3
OMC
Old Mission Capital
Illinois
+$479K
4
GS
GTS Securities
New York
+$398K
5
KAS
Kestra Advisory Services
Texas
+$348K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$56.3M
2
WIM
WealthPlan Investment Management
Nebraska
-$4.13M
3
OWA
Outlook Wealth Advisors
Texas
-$3.88M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.56M
5
AWA
Authentikos Wealth Advisory
California
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
26
Herold Advisors
New York
$289K – – –
SRA
27
Secured Retirement Advisors
Minnesota
$274K +$38.2K +1,312 +17%
HAS
28
HBW Advisory Services
California
$264K +$259K +8,906 New
LPL Financial
29
LPL Financial
California
$239K +$2.12K +73 +0.9%
FA
30
FSA Advisors
Michigan
$237K -$3.52K -121 -1%
GFA
31
Gallagher Fiduciary Advisors
Illinois
$210K – – –
MC
32
Moors & Cabot
Massachusetts
$204K +$201K +6,900 New
OIA
33
OneDigital Investment Advisors
Kansas
$202K +$198K +6,823 New
AIMU
34
Allianz Investment Management US
Minnesota
$148K – – –
IA
35
IFP Advisors
Florida
$126K – – –
NS
36
NBC Securities
Alabama
$115K – – –
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$85.8K – – –
CFD
38
Creative Financial Designs
Indiana
$71.1K – – –
UBS Group
39
UBS Group
Switzerland
$17.5K +$17.2K +592 New
CAS
40
Coppell Advisory Solutions
Texas
$10.5K +$10.3K +355 New
FNWA
41
Financial Network Wealth Advisors
Utah
$10.2K +$10K +345 New
GLR
42
Great Lakes Retirement
Ohio
$5.39K -$2.24M -76,910 -100%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$1K +$931 +32 New
WIM
44
WealthPlan Investment Management
Nebraska
– -$4.13M -142,787 Closed
OWA
45
Outlook Wealth Advisors
Texas
– -$3.88M -133,915 Closed
AWA
46
Authentikos Wealth Advisory
California
– -$2.31M -79,855 Closed
WP
47
WealthPLAN Partners
Nebraska
– -$2.19M -75,736 Closed
DLHL
48
Donald L. Hagan LLC
Florida
– -$1.49M -51,573 Closed
EMAM
49
Encompass More Asset Management
California
– -$570K -19,670 Closed
AAS
50
Avantax Advisory Services
Texas
– -$533K -18,406 Closed
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FEBW Hedge Fund Activity: Q2 2024 in Review

43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q2 2024, worth a combined $49.5M — down 60% from $125M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FEBW and 10 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 7 added.

The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $2.39M. The largest seller was AE Wealth Management, cutting an estimated $56.3M.

  • 43 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q2 2024, down from 48 in Q1 2024.
  • Funds reported $49.5M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q2 2024, down 60% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q2 2024 and 13 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q2 2024 was Elevated Capital Advisors, an estimated $2.39M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q2 2024 was AE Wealth Management, an estimated $56.3M sold.

Based on aggregated 13F filings for Q2 2024.