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AllianzIM U.S. Equity Buffer20 Feb ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3048 (+18)

16.47% less ownership

Funds ownership: 74.91%58.44% (-16%)

Holders
48
Holders Change
+18
Holders Change %
+60%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
16
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$57.1M +$50M +1,762,120 +846%
Osaic Holdings
2
Osaic Holdings
Arizona
$12.2M +$7.87M +277,497 +195%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.26M +$4.44M +156,452 +166%
KAS
4
Kestra Advisory Services
Texas
$6.3M +$1.34M +47,141 +28%
WIM
5
WealthPlan Investment Management
Nebraska
$4.13M +$4.05M +142,787 New
AWS
6
Atria Wealth Solutions
New York
$4.05M +$1.55M +54,751 +64%
OWA
7
Outlook Wealth Advisors
Texas
$3.88M +$3.33M +117,501 +716%
KCM
8
Kaye Capital Management
California
$3M -$40.6K -1,432 -1%
AWA
9
Authentikos Wealth Advisory
California
$2.31M +$2.27M +79,855 New
GLR
10
Great Lakes Retirement
Ohio
$2.23M +$2.19M +77,092 New
WP
11
WealthPLAN Partners
Nebraska
$2.19M +$2.15M +75,736 New
SB
12
Strategic Blueprint
Georgia
$1.85M -$260K -9,179 -13%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.73M +$1.27M +44,702 +294%
HI
14
Harbour Investments
Wisconsin
$1.62M +$1.44M +50,573 +923%
DLHL
15
Donald L. Hagan LLC
Florida
$1.49M +$1.46M +51,573 New
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.33M +$232K +8,168 +22%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.13M +$805K +28,373 +269%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$889K +$871K +30,697 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$823K +$549K +19,338 +213%
CPA
20
Clear Point Advisors
New York
$631K +$618K +21,777 New
EMAM
21
Encompass More Asset Management
California
$570K +$558K +19,670 New
Envestnet Portfolio Solutions
22
Envestnet Portfolio Solutions
Illinois
$555K +$108K +3,790 +25%
CAN
23
Cetera Advisor Networks
California
$544K +$533K +18,776 New
CA
24
Cetera Advisors
Colorado
$544K -$781K -27,510 -59%
AAS
25
Avantax Advisory Services
Texas
$533K +$36K +1,270 +7%

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.