NVBU

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU

Overview Fund Activity

14 hedge funds and large institutions have $17M invested in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
14
Holders Change
+14
Holders Change %
–
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIMU
1
Allianz Investment Management US
Minnesota
$5.07M
2
SI
2
Stephens Inc
Arkansas
$2.96M
3
CWS
3
Cypress Wealth Services
California
$2.55M
4
BFWM
4
Bright Futures Wealth Management
New York
$2.12M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.62M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$5.07M 198,275 +198,275 New
SI
2
Stephens Inc
Arkansas
$2.96M 115,921 +115,921 New
CWS
3
Cypress Wealth Services
California
$2.55M 99,652 +99,652 New
BFWM
4
Bright Futures Wealth Management
New York
$2.12M 81,011 +81,011 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.62M 63,286 +63,286 New
SRA
6
Secured Retirement Advisors
Minnesota
$644K 25,210 +25,210 New
Citadel Advisors
7
Citadel Advisors
Florida
$428K 16,745 +16,745 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$344K 13,453 +13,453 New
SG
9
StoneX Group
New York
$344K 13,453 +13,453 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$343K 13,414 +13,414 New
MWS
11
Maxwell Wealth Strategies
California
$296K 11,584 +11,584 New
NIA
12
NBZ Investment Advisors
Tennessee
$251K 9,834 +9,834 New
HI
13
Harbour Investments
Wisconsin
$81K 3,169 +3,169 New
UBS Group
14
UBS Group
Switzerland
$2.58K 101 +101 New
CFGS
15
Concourse Financial Group Securities
Alabama
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