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AllianzIM U.S. Equity Buffer20 Feb ETF

45 hedge funds and large institutions have $70.1M invested in AllianzIM U.S. Equity Buffer20 Feb ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $65.5M → $70.1M (+$4.63M)

2% more funds holding

Funds holding: 4445 (+1)

1.25% more ownership

Funds ownership: 65.32%66.58% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
12
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$15.1M -$520K -16,932 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$9.39M +$1.75M +56,920 +24%
KAS
3
Kestra Advisory Services
Texas
$8.21M +$440K +14,331 +6%
AAM
4
American Asset Management
Florida
$5.61M -$265K -8,618 -5%
Raymond James Financial
5
Raymond James Financial
Florida
$2.96M +$70.1K +2,283 +3%
KCM
6
Kaye Capital Management
California
$2.91M -$626K -20,398 -18%
MWM
7
Modern Wealth Management
Kansas
$2.91M +$2.8M +91,161 New
SWM
8
Spire Wealth Management
Virginia
$2.77M -$104K -3,374 -4%
AWS
9
Atria Wealth Solutions
New York
$2.68M -$227K -7,376 -8%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.38M +$45.5K +1,481 +2%
HI
11
Harbour Investments
Wisconsin
$1.87M +$100K +3,265 +6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.32M -$1.17M -38,167 -48%
JSA
13
Jim Saulnier & Associates
Colorado
$1.15M
ECA
14
Elevated Capital Advisors
Utah
$1.08M
LPL Financial
15
LPL Financial
California
$991K +$352K +11,478 +59%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$890K +$17K +555 +2%
FCM
17
Fortis Capital Management
Washington
$744K
CPA
18
Clear Point Advisors
New York
$703K
FFA
19
Farther Finance Advisors
California
$646K -$29.4K -959 -5%
FFN
20
Focus Financial Network
Minnesota
$596K +$5.62K +183 +1%
IFG
21
Independent Financial Group
California
$558K -$72.1K -2,349 -12%
JPLA
22
Joseph P. Lucia & Associates
New York
$418K
PA
23
PFG Advisors
Arizona
$366K -$9.77K -318 -3%
CPRC
24
Consolidated Portfolio Review Corp
New York
$338K +$70K +2,280 +27%
MML Investors Services
25
MML Investors Services
Massachusetts
$327K -$663K -21,601 -68%

FEBW Hedge Fund Activity: Q2 2025 in Review

45 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) for Q2 2025, worth a combined $70.1M — up 7.1% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FEBW positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Modern Wealth Management, opening a new position worth an estimated $2.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.17M.

  • 45 institutional investors held AllianzIM U.S. Equity Buffer20 Feb ETF (FEBW) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $70.1M of AllianzIM U.S. Equity Buffer20 Feb ETF stock for Q2 2025, up 7.1% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity Buffer20 Feb ETF positions in Q2 2025 and 7 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF buyer in Q2 2025 was Modern Wealth Management, an estimated $2.8M added.
  • The largest AllianzIM U.S. Equity Buffer20 Feb ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2025.