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AllianzIM U.S. Equity Buffer10 Nov ETF

8 hedge funds and large institutions have $14.8M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

93.86% more ownership

Funds ownership: 0%93.86% (+94%)

Holders
8
Holders Change
+8
Holders Change %
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$4.98M +$5.04M +198,886 New
KAS
2
Kestra Advisory Services
Texas
$3.66M +$3.7M +145,994 New
Osaic Holdings
3
Osaic Holdings
Arizona
$2.29M +$2.31M +91,148 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.63M +$1.64M +64,960 New
KPWS
5
Kestra Private Wealth Services
Texas
$1.24M +$1.25M +49,542 New
AWS
6
Atria Wealth Solutions
New York
$727K +$734K +28,985 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$287K +$290K +11,467 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$9K +$8.61K +340 New

NVBT Hedge Fund Activity: Q4 2022 in Review

8 of the 6,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q4 2022, worth a combined $14.8M.

Buyers outnumbered sellers: 8 funds opened new NVBT positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Allianz Investment Management US, opening a new position worth an estimated $5.04M.

  • 8 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $14.8M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q4 2022.
  • 8 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q4 2022 and 0 closed out, a net change of +8 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q4 2022 was Allianz Investment Management US, an estimated $5.04M added.

Based on aggregated 13F filings for Q4 2022.