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NVBU

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 1630 (+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%)

Holders
30
Holders Change
+14
Holders Change %
+87.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
6
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$8.42M +$7.98M +316,668 +282,739%
AIMU
2
Allianz Investment Management US
Minnesota
$4.01M -$126K -5,000 -3%
SI
3
Stephens Inc
Arkansas
$3.2M +$67.8K +2,692 +2%
CWS
4
Cypress Wealth Services
California
$2.65M
SC
5
Savant Capital
Illinois
$1.64M +$86.1K +3,416 +6%
LAS
6
Lloyd Advisory Services
Georgia
$1.5M +$1.42M +56,272 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.41M
BOSSRA
8
B.O.S.S. Retirement Advisors
Utah
$878K +$833K +33,048 New
SRA
9
Secured Retirement Advisors
Minnesota
$743K +$13.6K +539 +2%
LI
10
LifeWealth Investments
Florida
$548K +$519K +20,606 New
HBS
11
Howard Bailey Securities
Indiana
$476K +$451K +17,917 New
AAP
12
Arax Advisory Partners
Colorado
$417K +$13.7K +545 +4%
CPRC
13
Consolidated Portfolio Review Corp
New York
$358K +$339K +13,453 New
SW
14
SMART Wealth
Nebraska
$344K +$326K +12,949 New
FWM
15
FSR Wealth Management
Illinois
$327K +$310K +12,286 New
Creative Planning
16
Creative Planning
Kansas
$296K -$11.7K -463 -4%
GLR
17
Great Lakes Retirement
Ohio
$290K +$275K +10,897 New
OMC
18
Old Mission Capital
Illinois
$276K +$262K +10,379 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$271K -$14K -555 -5%
FI
20
FWG Investments
Kentucky
$228K +$216K +8,571 New
Barclays
21
Barclays
United Kingdom
$148K +$95.4K +3,788 +211%
Q1WB
22
Quest 10 Wealth Builders
Virginia
$89.5K +$84.8K +3,367 New
HI
23
Harbour Investments
Wisconsin
$84.2K
IA
24
IFP Advisors
Florida
$25K +$23.7K +940 New
T
25
Transce3nd
Texas
$17.1K +$16.3K +645 New

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.