AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
11 hedge funds and large institutions have $6.19M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
12% more capital invested
Capital invested by funds: $5.54M → $6.19M (+$652K)
10% more funds holding
Funds holding: 10 → 11 (+1)
5.08% more ownership
Funds ownership: 55.17% → 60.25% (+5.1%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.14M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$220K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$181K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$52.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$515K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$402K |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$113K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$33.6K |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $1.44M | – | – | – |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.41M | -$402K | -13,129 | -22% |
|
|
AWM
3
AE Wealth Management
Topeka,
Kansas
| $1.15M | +$1.14M | +37,039 | New |
|
|
KPWS
4
Kestra Private Wealth Services
Austin,
Texas
| $751K | -$113K | -3,698 | -13% |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $362K | +$52.1K | +1,700 | +17% |
|
|
AWS
6
Atria Wealth Solutions
New York
| $342K | -$515K | -16,793 | -60% |
|
|
7
UBS Group
Zurich,
Switzerland
| $254K | +$181K | +5,906 | +263% |
|
|
OMC
8
Old Mission Capital
Chicago,
Illinois
| $223K | +$220K | +7,167 | New |
|
|
CPA
9
Clear Point Advisors
Melville,
New York
| $109K | – | – | – |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $77.6K | -$33.6K | -1,096 | -31% |
|
|
BBPWM
11
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $62.3K | – | – | – |
|
|
12
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$10K | -340 | Closed |
|
NVBT Hedge Fund Activity: Q2 2024 in Review
11 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q2 2024, worth a combined $6.19M — up 12% from $5.54M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new NVBT positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $1.14M. The largest seller was Atria Wealth Solutions, cutting an estimated $515K.
- 11 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q2 2024, up from 10 in Q1 2024.
- Funds reported $6.19M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 2 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q2 2024 and 1 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q2 2024 was AE Wealth Management, an estimated $1.14M added.
- The largest AllianzIM U.S. Equity Buffer10 Nov ETF seller in Q2 2024 was Atria Wealth Solutions, an estimated $515K sold.
Based on aggregated 13F filings for Q2 2024.