NVBU

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU

Overview Fund Activity

16 hedge funds and large institutions have $14.4M invested in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
+2
Holders Change %
+14.29%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
2
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SC
1
Savant Capital
Illinois
$1.45M
2
AAP
2
Arax Advisory Partners
Colorado
$376K
3
Creative Planning
3
Creative Planning
Kansas
$287K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$59.3K
5
SRA
5
Secured Retirement Advisors
Minnesota
$680K

Top Sellers

1
BFWM
1
Bright Futures Wealth Management
New York
$0
2
AIMU
2
Allianz Investment Management US
Minnesota
$3.79M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.31M
5
NIA
5
NBZ Investment Advisors
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIMU
1
Allianz Investment Management US
Minnesota
$3.79M 155,775 -42,500 -21%
SI
2
Stephens Inc
Arkansas
$2.92M 117,710 +1,789 +2%
CWS
3
Cypress Wealth Services
California
$2.47M 99,652 – –
SC
4
Savant Capital
Illinois
$1.45M 58,256 +58,256 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.31M 52,897 -10,389 -16%
SRA
6
Secured Retirement Advisors
Minnesota
$680K 27,402 +2,192 +9%
AAP
7
Arax Advisory Partners
Colorado
$376K 15,158 +15,158 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$334K 13,453 – –
SG
9
StoneX Group
New York
$334K 13,453 – –
Creative Planning
10
Creative Planning
Kansas
$287K 11,584 +11,584 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$266K 10,738 -2,676 -20%
HI
12
Harbour Investments
Wisconsin
$78.6K 3,169 – –
Osaic Holdings
13
Osaic Holdings
Arizona
$59.3K 2,390 +2,390 New
Barclays
14
Barclays
United Kingdom
$44K 1,793 +1,793 New
AWM
15
AE Wealth Management
Kansas
$2.78K 112 +112 New
UBS Group
16
UBS Group
Switzerland
$843 34 -67 -66%
BFWM
17
Bright Futures Wealth Management
New York
– – -81,011 Closed
Citadel Advisors
18
Citadel Advisors
Florida
– – -16,745 Closed
NIA
19
NBZ Investment Advisors
Tennessee
– – -9,834 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –