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AllianzIM U.S. Equity Buffer20 Feb ETF

25 hedge funds and large institutions have $52.9M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

66% more capital invested

Capital invested by funds: $32M → $52.9M (+$21M)

19% more funds holding

Funds holding: 2125 (+4)

5.57% more ownership

Funds ownership: 70.62%76.19% (+5.6%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
25
Holders Change
+4
Holders Change %
+19.05%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$11.8M +$10.7M +417,353 +1,445%
Osaic Holdings
2
Osaic Holdings
Arizona
$7.23M +$983K +38,289 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.92M +$1.19M +46,193 +21%
AIMU
4
Allianz Investment Management US
Minnesota
$5.26M
KAS
5
Kestra Advisory Services
Texas
$4.33M -$2.11M -82,251 -33%
KCM
6
Kaye Capital Management
California
$2.99M +$179K +6,980 +7%
AWS
7
Atria Wealth Solutions
New York
$2.43M -$432K -16,847 -15%
IFG
8
Independent Financial Group
California
$1.87M -$102K -3,960 -5%
CA
9
Cetera Advisors
Colorado
$1.47M +$79.5K +3,100 +6%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.25M +$1.22M +47,467 New
OMC
11
Old Mission Capital
Illinois
$1.25M +$1.22M +47,363 New
HI
12
Harbour Investments
Wisconsin
$1.07M -$1.3M -50,623 -55%
Citadel Advisors
13
Citadel Advisors
Florida
$1.05M +$670K +26,122 +191%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$961K -$1.67K -65 -0.2%
SB
15
Strategic Blueprint
Georgia
$869K +$844K +32,876 New
OWA
16
Outlook Wealth Advisors
Texas
$573K +$557K +21,699 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$551K -$25.7K -1,000 -5%
BAM
18
Belpointe Asset Management
Nevada
$366K
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$246K
IA
20
IFP Advisors
Florida
$211K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$78.2K
IPW
22
Impact Partnership Wealth
Georgia
$65.6K +$63.7K +2,483 New
CFD
23
Creative Financial Designs
Indiana
$52.9K
OLVIG
24
Oliver Lagore Vanvalin Investment Group
Michigan
$25.9K +$25.1K +979 New
UBS Group
25
UBS Group
Switzerland
$18K +$17.4K +680 New

FEBW Hedge Fund Activity: Q2 2023 in Review

25 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q2 2023, worth a combined $52.9M — up 66% from $32M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FEBW positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $10.7M. The largest seller was Kestra Advisory Services, cutting an estimated $2.11M.

  • 25 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q2 2023, up from 21 in Q1 2023.
  • Funds reported $52.9M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q2 2023, up 66% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q2 2023 and 3 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q2 2023 was AE Wealth Management, an estimated $10.7M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q2 2023 was Kestra Advisory Services, an estimated $2.11M sold.

Based on aggregated 13F filings for Q2 2023.