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AllianzIM U.S. Equity Buffer10 Nov ETF

23 hedge funds and large institutions have $34.6M invested in AllianzIM U.S. Equity Buffer10 Nov ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $32.2M → $34.6M (+$2.48M)

0.01% more ownership

Funds ownership: 87.71%87.72% (+0.01%)

4% less funds holding

Funds holding: 2423 (-1)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1
Kestra Advisory Services
Texas
$23.3M +$1.23M +38,003 +6%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.55M +$938K +28,958 +64%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.82M -$1.05M -32,324 -38%
Raymond James Financial
4
Raymond James Financial
Florida
$755K -$1.94K -60 -0.3%
KPWS
5
Kestra Private Wealth Services
Texas
$691K -$74.1K -2,286 -10%
AWS
6
Atria Wealth Solutions
New York
$667K -$428K -13,192 -40%
LPL Financial
7
LPL Financial
California
$517K +$488K +15,055 New
GFG
8
Grantvest Financial Group
New Jersey
$504K
CPRC
9
Consolidated Portfolio Review Corp
New York
$483K +$456K +14,078 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$483K -$82.5K -2,546 -15%
OMC
11
Old Mission Capital
Illinois
$477K +$229K +7,052 +103%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$451K -$650K -20,058 -60%
JSA
13
Jim Saulnier & Associates
Colorado
$369K
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$309K +$9.53K +294 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$275K +$20K +616 +8%
HI
16
Harbour Investments
Wisconsin
$224K -$38.9K -1,200 -16%
Barclays
17
Barclays
United Kingdom
$189K +$32.2K +993 +22%
AIMU
18
Allianz Investment Management US
Minnesota
$172K
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$169K -$3.92K -121 -2%
UBS Group
20
UBS Group
Switzerland
$165K +$79.3K +2,448 +104%
SWM
21
Spire Wealth Management
Virginia
$39.9K
AWM
22
AE Wealth Management
Kansas
$10.8K
CFD
23
Creative Financial Designs
Indiana
$9.51K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
-$461K -14,467 Closed
SG
25
StoneX Group
New York
-$449K -14,078 Closed

NVBT Hedge Fund Activity: Q2 2025 in Review

23 of the 7,598 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) for Q2 2025, worth a combined $34.6M — up 7.7% from $32.2M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NVBT and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was Kestra Advisory Services, adding an estimated $1.23M. The largest seller was Osaic Holdings, cutting an estimated $1.05M.

  • 23 institutional investors held AllianzIM U.S. Equity Buffer10 Nov ETF (NVBT) as of Q2 2025, down from 24 in Q1 2025.
  • Funds reported $34.6M of AllianzIM U.S. Equity Buffer10 Nov ETF stock for Q2 2025, up 7.7% quarter-over-quarter.
  • 2 funds opened new AllianzIM U.S. Equity Buffer10 Nov ETF positions in Q2 2025 and 3 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF buyer in Q2 2025 was Kestra Advisory Services, an estimated $1.23M added.
  • The largest AllianzIM U.S. Equity Buffer10 Nov ETF seller in Q2 2025 was Osaic Holdings, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2025.