FEBW icon

AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW

Overview Fund Activity

43 hedge funds and large institutions have $64.9M invested in AllianzIM U.S. Large Cap Buffer20 Feb ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+8
Holders Change %
+22.86%
% of All Funds
0.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
16
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
American Asset Management
Florida
+$5.6M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.15M
3
KCM
Kaye Capital Management
California
+$3.39M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.23M
5
SWM
Spire Wealth Management
Virginia
+$2.12M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.75M
2
SB
Strategic Blueprint
Georgia
-$1.18M
3
OMC
Old Mission Capital
Illinois
-$744K
4
BAM
Belpointe Asset Management
Nevada
-$419K
5
LPL Financial
LPL Financial
California
-$112K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$14.9M +$5.15M +169,586 +53%
KAS
2
Kestra Advisory Services
Texas
$7.37M +$399K +13,125 +6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.2M +$3.23M +106,439 +82%
AAM
4
American Asset Management
Florida
$5.6M +$5.6M +184,303 New
KCM
5
Kaye Capital Management
California
$3.39M +$3.39M +111,559 New
AWS
6
Atria Wealth Solutions
New York
$2.77M +$745K +24,511 +37%
Raymond James Financial
7
Raymond James Financial
Florida
$2.74M +$1.26M +41,608 +85%
SWM
8
Spire Wealth Management
Virginia
$2.74M +$2.12M +69,872 +346%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.42M +$1.49M +49,158 +162%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.22M +$709K +23,333 +47%
HI
11
Harbour Investments
Wisconsin
$1.68M +$1.16M +38,088 +220%
JSA
12
Jim Saulnier & Associates
Colorado
$1.1M +$1.1M +36,049 New
ECA
13
Elevated Capital Advisors
Utah
$1.08M -$42.9K -1,411 -4%
MML Investors Services
14
MML Investors Services
Massachusetts
$967K +$967K +31,821 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$830K +$217K +7,131 +35%
FCM
16
Fortis Capital Management
Washington
$708K +$708K +23,299 New
CPA
17
Clear Point Advisors
New York
$669K +$24.3K +801 +4%
FHC
18
First Heartland Consultants
Missouri
$659K +$659K +21,696 New
FFA
19
Farther Finance Advisors
California
$645K +$363K +11,910 +129%
LPL Financial
20
LPL Financial
California
$594K -$112K -3,677 -16%
FFN
21
Focus Financial Network
Minnesota
$561K +$234K +7,708 +72%
JPLA
22
Joseph P. Lucia & Associates
New York
$397K +$397K +13,075 New
WG
23
Wealth Group
North Carolina
$396K +$38.9K +1,279 +11%
PA
24
PFG Advisors
Arizona
$358K -$3.04K -100 -0.8%
CRWM
25
Castle Rock Wealth Management
California
$355K +$115K +3,780 +48%
1
2