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AllianzIM U.S. Equity Buffer20 Feb ETF

30 hedge funds and large institutions have $37.2M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

15% more funds holding

Funds holding: 2630 (+4)

5% more capital invested

Capital invested by funds: $35.3M → $37.2M (+$1.89M)

1.98% more ownership

Funds ownership: 72.93%74.91% (+2%)

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$5.84M +$5.03M +186,948 +877%
KAS
2
Kestra Advisory Services
Texas
$4.74M -$199K -7,413 -4%
AIMU
3
Allianz Investment Management US
Minnesota
$4.24M -$739K -27,500 -15%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.97M -$1.72M -63,932 -31%
KCM
5
Kaye Capital Management
California
$2.94M -$116K -4,324 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.63M -$3.96M -147,244 -61%
AWS
7
Atria Wealth Solutions
New York
$2.37M -$177K -6,574 -7%
SB
8
Strategic Blueprint
Georgia
$2.03M +$937K +34,857 +91%
CA
9
Cetera Advisors
Colorado
$1.29M -$91.4K -3,400 -7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.06M +$779K +28,982 +325%
JP Morgan Chase
11
JP Morgan Chase
New York
$985K +$950K +35,345 New
Citadel Advisors
12
Citadel Advisors
Florida
$562K +$71.3K +2,652 +15%
OMC
13
Old Mission Capital
Illinois
$536K -$120K -4,451 -19%
AAS
14
Avantax Advisory Services
Texas
$477K -$364K -13,555 -44%
OWA
15
Outlook Wealth Advisors
Texas
$457K +$441K +16,414 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$428K -$122K -4,522 -23%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$423K -$67.7K -2,518 -14%
IFG
18
Independent Financial Group
California
$412K -$967K -35,975 -71%
BAM
19
Belpointe Asset Management
Nevada
$386K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$293K -$538 -20 -0.2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$253K -$5.64K -210 -2%
LPL Financial
22
LPL Financial
California
$229K +$221K +8,230 New
HI
23
Harbour Investments
Wisconsin
$153K
UBS Group
24
UBS Group
Switzerland
$131K +$126K +4,686 New
IA
25
IFP Advisors
Florida
$117K

FEBW Hedge Fund Activity: Q4 2023 in Review

30 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q4 2023, worth a combined $37.2M — up 5.4% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FEBW positions and 2 closed out — a net gain of 4 holders — while 4 added to existing stakes and 15 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.96M.

  • 30 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q4 2023, up from 26 in Q3 2023.
  • Funds reported $37.2M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q4 2023, up 5.4% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q4 2023 and 2 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q4 2023 was AE Wealth Management, an estimated $5.03M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q4 2023 was Commonwealth Equity Services, an estimated $3.96M sold.

Based on aggregated 13F filings for Q4 2023.