AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
43 hedge funds and large institutions have $49.5M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 13 closing their positions.
10% less funds holding
Funds holding: 48 → 43 (-5)
18.99% less ownership
Funds ownership: 58.44% → 39.45% (-19%)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
53% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 15
60% less capital invested
Capital invested by funds: $125M → $49.5M (-$75.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$2.39M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$501K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$479K |
| 4 |
GS
GTS Securities
New York
|
+$398K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$56.3M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.13M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$3.88M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.56M |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.31M |
FEBW Hedge Fund Activity: Q2 2024 in Review
43 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q2 2024, worth a combined $49.5M — down 60% from $125M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FEBW and 10 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 7 added.
The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $2.39M. The largest seller was AE Wealth Management, cutting an estimated $56.3M.
- 43 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q2 2024, down from 48 in Q1 2024.
- Funds reported $49.5M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q2 2024, down 60% quarter-over-quarter.
- 10 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q2 2024 and 13 closed out, a net change of -3 holders.
- The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q2 2024 was Elevated Capital Advisors, an estimated $2.39M added.
- The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q2 2024 was AE Wealth Management, an estimated $56.3M sold.
Based on aggregated 13F filings for Q2 2024.