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AllianzIM U.S. Equity Buffer10 Nov ETF

24 hedge funds and large institutions have $32.2M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more funds holding

Funds holding: 2124 (+3)

1.03% more ownership

Funds ownership: 86.68%87.71% (+1%)

1% more capital invested

Capital invested by funds: $32M → $32.2M (+$165K)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$20.4M +$981K +29,908 +5%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.72M -$122K -3,711 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$1.45M -$270K -8,228 -15%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.06M +$374K +11,412 +52%
AWS
5
Atria Wealth Solutions
New York
$1.04M -$87K -2,652 -8%
KPWS
6
Kestra Private Wealth Services
Texas
$714K -$45.7K -1,393 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$703K
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$529K +$81.5K +2,484 +18%
GFG
9
Grantvest Financial Group
New Jersey
$468K
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$461K -$2.23K -68 -0.5%
SG
11
StoneX Group
New York
$449K
JSA
12
Jim Saulnier & Associates
Colorado
$342K +$51.2K +1,560 +17%
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$278K -$29.6K -902 -9%
HI
14
Harbour Investments
Wisconsin
$246K -$119K -3,622 -32%
Citadel Advisors
15
Citadel Advisors
Florida
$236K +$243K +7,398 New
PI
16
PFG Investments
New York
$226K
OMC
17
Old Mission Capital
Illinois
$218K -$60.3K -1,838 -21%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$161K +$28K +854 +20%
AIMU
19
Allianz Investment Management US
Minnesota
$155K
Barclays
20
Barclays
United Kingdom
$144K +$148K +4,522 New
UBS Group
21
UBS Group
Switzerland
$75.1K +$77.3K +2,355 New
SWM
22
Spire Wealth Management
Virginia
$37.1K
AWM
23
AE Wealth Management
Kansas
$10K +$10.3K +315 New
CFD
24
Creative Financial Designs
Indiana
$8.83K -$1.18K -36 -12%
LPL Financial
25
LPL Financial
California
-$299K -9,159 Closed

NVBT Hedge Fund Activity: Q1 2025 in Review

24 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q1 2025, worth a combined $32.2M — up 0.52% from $32M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NVBT positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $981K. The largest seller was LPL Financial, exiting entirely with an estimated $299K sold.

  • 24 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $32.2M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q1 2025, up 0.52% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q1 2025 and 1 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q1 2025 was Kestra Advisory Services, an estimated $981K added.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF seller in Q1 2025 was LPL Financial, an estimated $299K sold.

Based on aggregated 13F filings for Q1 2025.