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AllianzIM U.S. Equity Buffer20 Feb ETF

44 hedge funds and large institutions have $65.5M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

66% more capital invested

Capital invested by funds: $39.5M → $65.5M (+$26M)

22% more funds holding

Funds holding: 3644 (+8)

0.93% more ownership

Funds ownership: 64.39%65.32% (+0.93%)

Holders
44
Holders Change
+8
Holders Change %
+22.22%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
17
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$14.9M +$5.25M +169,586 +53%
KAS
2
Kestra Advisory Services
Texas
$7.37M +$406K +13,125 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.2M +$3.29M +106,439 +82%
AAM
4
American Asset Management
Florida
$5.6M +$5.7M +184,303 New
KCM
5
Kaye Capital Management
California
$3.39M +$3.45M +111,559 New
AWS
6
Atria Wealth Solutions
New York
$2.77M +$759K +24,511 +37%
Raymond James Financial
7
Raymond James Financial
Florida
$2.74M +$1.29M +41,608 +85%
SWM
8
Spire Wealth Management
Virginia
$2.74M +$2.16M +69,872 +346%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.42M +$1.52M +49,158 +162%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.22M +$722K +23,333 +47%
HI
11
Harbour Investments
Wisconsin
$1.68M +$1.18M +38,088 +220%
JSA
12
Jim Saulnier & Associates
Colorado
$1.1M +$1.12M +36,049 New
ECA
13
Elevated Capital Advisors
Utah
$1.08M -$43.7K -1,411 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$967K +$985K +31,821 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$830K +$221K +7,131 +35%
FCM
16
Fortis Capital Management
Washington
$708K +$721K +23,299 New
CPA
17
Clear Point Advisors
New York
$669K +$24.8K +801 +4%
FHC
18
First Heartland Consultants
Missouri
$659K +$671K +21,696 New
FFA
19
Farther Finance Advisors
California
$645K +$369K +11,910 +129%
IFG
20
Independent Financial Group
California
$602K +$38.3K +1,239 +7%
LPL Financial
21
LPL Financial
California
$594K -$114K -3,677 -16%
FFN
22
Focus Financial Network
Minnesota
$561K +$239K +7,708 +72%
JPLA
23
Joseph P. Lucia & Associates
New York
$397K +$405K +13,075 New
WG
24
Wealth Group
North Carolina
$396K +$39.6K +1,279 +11%
PA
25
PFG Advisors
Arizona
$358K -$3.1K -100 -0.8%

FEBW Hedge Fund Activity: Q1 2025 in Review

44 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q1 2025, worth a combined $65.5M — up 66% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FEBW positions and 4 closed out — a net gain of 9 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was American Asset Management, opening a new position worth an estimated $5.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.75M sold.

  • 44 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q1 2025, up from 36 in Q4 2024.
  • Funds reported $65.5M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q1 2025, up 66% quarter-over-quarter.
  • 13 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q1 2025 and 4 closed out, a net change of +9 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q1 2025 was American Asset Management, an estimated $5.7M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q1 2025 was Susquehanna International Group, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2025.