AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
21 hedge funds and large institutions have $32M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
439% more capital invested
Capital invested by funds: $5.93M → $32M (+$26.1M)
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
62% more funds holding
Funds holding: 13 → 21 (+8)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
24.4% more ownership
Funds ownership: 62.28% → 86.68% (+24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$19.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.47M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.29M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$789K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$472K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.35M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$182K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$153K |
| 4 |
CPA
Clear Point Advisors
Melville,
New York
|
-$111K |
| 5 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$18.6K |
NVBT Hedge Fund Activity: Q4 2024 in Review
21 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q4 2024, worth a combined $32M — up 439% from $5.93M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new NVBT positions and 2 closed out — a net gain of 8 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $19.9M. The largest seller was Allianz Investment Management US, cutting an estimated $1.35M.
- 21 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q4 2024, up from 13 in Q3 2024.
- Funds reported $32M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q4 2024, up 439% quarter-over-quarter.
- 10 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q4 2024 and 2 closed out, a net change of +8 holders.
- The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $19.9M added.
- The largest AllianzIM U.S. Equity Buffer10 Nov ETF seller in Q4 2024 was Allianz Investment Management US, an estimated $1.35M sold.
Based on aggregated 13F filings for Q4 2024.