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NVBU

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF

20 hedge funds and large institutions have $20.8M invested in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.42% less ownership

Funds ownership: 74.35%69.94% (-4.4%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

27% less capital invested

Capital invested by funds: $28.7M → $20.8M (-$7.86M)

33% less funds holding

Funds holding: 3020 (-10)

77% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 13

Holders
20
Holders Change
-10
Holders Change %
-33.33%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
-$358K -13,453 Closed
SW
27
SMART Wealth
Nebraska
-$344K -12,949 Closed
GLR
28
Great Lakes Retirement
Ohio
-$290K -10,897 Closed
T
29
Transce3nd
Texas
-$17.1K -645 Closed
PSFG
30
Park Square Financial Group
Georgia
-$10.9K -410 Closed
DRP
31
Decker Retirement Planning
Utah
-$3.06K -115 Closed
RWPA
32
Richard W. Paul & Associates
Michigan
-$850 -32 Closed
PA
33
Pineridge Advisors
Missouri
-$292 -11 Closed

NVBU Hedge Fund Activity: Q3 2025 in Review

20 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) for Q3 2025, worth a combined $20.8M — down 27% from $28.7M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NVBU and 3 opened new positions — a net loss of 10 holders — while 8 trimmed existing stakes and 6 added.

The largest buyer was Old Mission Capital, adding an estimated $367K. The largest seller was AE Wealth Management, cutting an estimated $4.66M.

  • 20 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) as of Q3 2025, down from 30 in Q2 2025.
  • Funds reported $20.8M of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF stock for Q3 2025, down 27% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF positions in Q3 2025 and 13 closed out, a net change of -10 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF buyer in Q3 2025 was Old Mission Capital, an estimated $367K added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF seller in Q3 2025 was AE Wealth Management, an estimated $4.66M sold.

Based on aggregated 13F filings for Q3 2025.