AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
7 hedge funds and large institutions have $14.3M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2023 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.
3% less capital invested
Capital invested by funds: $14.8M → $14.3M (-$499K)
8.25% less ownership
Funds ownership: 93.86% → 85.61% (-8.3%)
13% less funds holding
Funds holding: 8 → 7 (-1)
33% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 3
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$417K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$23.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.3M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$287K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$164K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$31.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $5.27M | – | – | – |
|
|
KAS
2
Kestra Advisory Services
Austin,
Texas
| $2.55M | -$1.3M | -49,934 | -34% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $2.25M | -$164K | -6,316 | -7% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.15M | +$417K | +16,051 | +25% |
|
|
KPWS
5
Kestra Private Wealth Services
Austin,
Texas
| $1.34M | +$23.2K | +895 | +2% |
|
|
AWS
6
Atria Wealth Solutions
New York
| $738K | -$31.3K | -1,207 | -4% |
|
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $9K | – | – | – |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$287K | -11,467 | Closed |
|
NVBT Hedge Fund Activity: Q1 2023 in Review
7 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q1 2023, worth a combined $14.3M — down 3.4% from $14.8M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of NVBT and 0 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.
The largest buyer was Cambridge Investment Research Advisors, adding an estimated $417K. The largest seller was Kestra Advisory Services, cutting an estimated $1.3M.
- 7 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q1 2023, down from 8 in Q4 2022.
- Funds reported $14.3M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q1 2023, down 3.4% quarter-over-quarter.
- 0 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q1 2023 and 1 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q1 2023 was Cambridge Investment Research Advisors, an estimated $417K added.
- The largest AllianzIM U.S. Equity Buffer10 Nov ETF seller in Q1 2023 was Kestra Advisory Services, an estimated $1.3M sold.
Based on aggregated 13F filings for Q1 2023.