AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$50M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.87M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.44M |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$4.05M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$4.17M |
| 2 |
JP Morgan Chase
New York
|
-$985K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
-$781K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$562K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$536K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
51
Old Mission Capital
Chicago,
Illinois
| – | -$536K | -19,245 | Closed |
|
52
UBS Group
Zurich,
Switzerland
| – | -$131K | -4,686 | Closed |
|
|
TAM
53
Tucker Asset Management
Littleton,
Colorado
| – | -$3.54K | -127 | Closed |
|
|
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2.31K | -83 | Closed |
|
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.