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AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT

13 hedge funds and large institutions have $5.93M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

18% more funds holding

Funds holding: 11 → 13 (+2)

2.03% more ownership

Funds ownership: 60.25% → 62.28% (+2%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

4% less capital invested

Capital invested by funds: $6.19M → $5.93M (-$261K)

Holders
13
Holders Change
+2
Holders Change %
+18.18%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$334K
2
LPL Financial
LPL Financial
California
+$288K
3
OMC
Old Mission Capital
Illinois
+$223K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$66.5K
5
CFD
Creative Financial Designs
Indiana
+$27.8K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$1.15M
2
UBS Group
UBS Group
Switzerland
-$105K
3
Osaic Holdings
Osaic Holdings
Arizona
-$47.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$1.47M – – –
Osaic Holdings
2
Osaic Holdings
Arizona
$1.39M -$47.1K -1,500 -3%
KPWS
3
Kestra Private Wealth Services
Texas
$766K – – –
OMC
4
Old Mission Capital
Illinois
$453K +$223K +7,090 +99%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$437K +$66.5K +2,117 +18%
AWS
6
Atria Wealth Solutions
New York
$349K – – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$338K +$334K +10,628 New
LPL Financial
8
LPL Financial
California
$291K +$288K +9,159 New
UBS Group
9
UBS Group
Switzerland
$153K -$105K -3,337 -41%
CPA
10
Clear Point Advisors
New York
$111K – – –
HI
11
Harbour Investments
Wisconsin
$79.1K – – –
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$63.5K – – –
CFD
13
Creative Financial Designs
Indiana
$28.1K +$27.8K +885 New
AWM
14
AE Wealth Management
Kansas
– -$1.15M -37,039 Closed

NVBT Hedge Fund Activity: Q3 2024 in Review

13 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q3 2024, worth a combined $5.93M — down 4.2% from $6.19M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new NVBT positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $334K. The largest seller was AE Wealth Management, exiting entirely with an estimated $1.15M sold.

  • 13 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q3 2024, up from 11 in Q2 2024.
  • Funds reported $5.93M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q3 2024, down 4.2% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q3 2024 was Susquehanna International Group, an estimated $334K added.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF seller in Q3 2024 was AE Wealth Management, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2024.