AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
30 hedge funds and large institutions have $28.7M invested in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 3 closing their positions.
467% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 3
99% more capital invested
Capital invested by funds: $14.4M → $28.7M (+$14.3M)
88% more funds holding
Funds holding: 16 → 30 (+14)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
3.46% less ownership
Funds ownership: 77.81% → 74.35% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.98M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.42M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$833K |
| 4 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
+$519K |
| 5 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
+$451K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$334K |
| 2 |
SG
StoneX Group
New York
|
-$334K |
| 3 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$126K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$52K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PSFG
26
Park Square Financial Group
Roswell,
Georgia
| $10.9K | +$10.3K | +410 | New |
|
|
27
Osaic Holdings
Scottsdale,
Arizona
| $8.64K | -$52K | -2,065 | -86% |
|
|
DRP
28
Decker Retirement Planning
Levi,
Utah
| $3.06K | +$2.9K | +115 | New |
|
|
RWPA
29
Richard W. Paul & Associates
Novi,
Michigan
| $850 | +$806 | +32 | New |
|
|
PA
30
Pineridge Advisors
St. Charles,
Missouri
| $292 | +$277 | +11 | New |
|
|
31
Envestnet Asset Management
Chicago,
Illinois
| – | -$334K | -13,453 | Closed |
|
|
SG
32
StoneX Group
New York
| – | -$334K | -13,453 | Closed |
|
33
UBS Group
Zurich,
Switzerland
| – | -$843 | -34 | Closed |
|
NVBU Hedge Fund Activity: Q2 2025 in Review
30 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) for Q2 2025, worth a combined $28.7M — up 99% from $14.4M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NVBU positions and 3 closed out — a net gain of 14 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.98M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $334K sold.
- 30 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) as of Q2 2025, up from 16 in Q1 2025.
- Funds reported $28.7M of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF stock for Q2 2025, up 99% quarter-over-quarter.
- 17 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF positions in Q2 2025 and 3 closed out, a net change of +14 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF buyer in Q2 2025 was AE Wealth Management, an estimated $7.98M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF seller in Q2 2025 was Envestnet Asset Management, an estimated $334K sold.
Based on aggregated 13F filings for Q2 2025.