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AllianzIM U.S. Equity Buffer20 Feb ETF

36 hedge funds and large institutions have $39.5M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.94% more ownership

Funds ownership: 62.45%64.39% (+1.9%)

5% less funds holding

Funds holding: 3836 (-2)

9% less capital invested

Capital invested by funds: $43.6M → $39.5M (-$4.13M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

59% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 17

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$9.89M +$302K +9,840 +3%
KAS
2
Kestra Advisory Services
Texas
$7.11M +$317K +10,334 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.04M -$3.39M -110,227 -46%
AWS
4
Atria Wealth Solutions
New York
$2.06M -$105K -3,414 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.75M +$1.13M +36,929 +188%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.54M +$73.3K +2,388 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$1.51M +$1.5M +48,716 New
SB
8
Strategic Blueprint
Georgia
$1.45M -$266K -8,663 -16%
ECA
9
Elevated Capital Advisors
Utah
$1.15M -$128K -4,182 -10%
OMC
10
Old Mission Capital
Illinois
$1.1M +$646K +21,021 +145%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$942K -$251K -8,161 -21%
LPL Financial
12
LPL Financial
California
$720K -$257K -8,382 -27%
CPA
13
Clear Point Advisors
New York
$657K -$17.5K -569 -3%
SWM
14
Spire Wealth Management
Virginia
$626K +$620K +20,204 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$625K -$183K -5,948 -23%
IFG
16
Independent Financial Group
California
$575K +$123K +4,000 +27%
HI
17
Harbour Investments
Wisconsin
$536K -$111K -3,625 -17%
BAM
18
Belpointe Asset Management
Nevada
$419K
PA
19
PFG Advisors
Arizona
$368K -$1.54K -50 -0.4%
WG
20
Wealth Group
North Carolina
$364K -$21.5K -700 -6%
FFN
21
Focus Financial Network
Minnesota
$333K +$4.15K +135 +1%
FFA
22
Farther Finance Advisors
California
$287K -$9.49K -309 -3%
CRWM
23
Castle Rock Wealth Management
California
$247K +$242K +7,864 New
AWM
24
AE Wealth Management
Kansas
$242K -$646K -21,050 -73%
GFA
25
Gallagher Fiduciary Advisors
Illinois
$219K

FEBW Hedge Fund Activity: Q4 2024 in Review

36 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q4 2024, worth a combined $39.5M — down 9.5% from $43.6M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FEBW and 7 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 7 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.13M. The largest seller was Commonwealth Equity Services, cutting an estimated $3.39M.

  • 36 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q4 2024, down from 38 in Q3 2024.
  • Funds reported $39.5M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q4 2024, down 9.5% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q4 2024 and 8 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.13M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2024.