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AllianzIM U.S. Equity Buffer20 Feb ETF

21 hedge funds and large institutions have $32M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

70.62% more ownership

Funds ownership: 0%70.62% (+71%)

Holders
21
Holders Change
+21
Holders Change %
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$6.2M +$6.13M +245,928 New
Osaic Holdings
2
Osaic Holdings
Arizona
$5.94M +$5.87M +235,426 New
AIMU
3
Allianz Investment Management US
Minnesota
$5.03M +$4.97M +199,541 New
AWS
4
Atria Wealth Solutions
New York
$2.75M +$2.71M +108,817 New
KCM
5
Kaye Capital Management
California
$2.68M +$2.65M +106,231 New
HI
6
Harbour Investments
Wisconsin
$2.3M +$2.27M +91,273 New
IFG
7
Independent Financial Group
California
$1.89M +$1.86M +74,730 New
CA
8
Cetera Advisors
Colorado
$1.32M +$1.31M +52,385 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$919K +$908K +36,432 New
AWM
10
AE Wealth Management
Kansas
$729K +$720K +28,882 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$552K +$545K +21,861 New
BAM
12
Belpointe Asset Management
Nevada
$350K +$345K +13,863 New
Citadel Advisors
13
Citadel Advisors
Florida
$346K +$341K +13,704 New
WP
14
WealthSource Partners
California
$288K +$284K +11,400 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$235K +$232K +9,300 New
IA
16
IFP Advisors
Florida
$201K +$199K +7,995 New
AF
17
Allworth Financial
California
$117K +$116K +4,637 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$74.7K +$73.7K +2,959 New
CFD
19
Creative Financial Designs
Indiana
$50.5K +$49.8K +2,000 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.44K +$5.37M +215,730 New
AAS
21
Ameritas Advisory Services
Nebraska
$255 +$249 +10 New

FEBW Hedge Fund Activity: Q1 2023 in Review

21 of the 6,279 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q1 2023, worth a combined $32M.

Buyers outnumbered sellers: 21 funds opened new FEBW positions and 0 closed out — a net gain of 21 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $6.13M.

  • 21 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q1 2023, up from 0 in Q4 2022.
  • Funds reported $32M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q1 2023.
  • 21 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q1 2023 and 0 closed out, a net change of +21 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q1 2023 was Kestra Advisory Services, an estimated $6.13M added.

Based on aggregated 13F filings for Q1 2023.