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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
AWM
1
AE Wealth Management
Kansas
$4.14M -$4.66M -170,497 -54%
AIMU
2
Allianz Investment Management US
Minnesota
$3.6M -$642K -23,500 -16%
SI
3
Stephens Inc
Arkansas
$3.42M +$14.1K +515 +0.4%
CWS
4
Cypress Wealth Services
California
$2.82M
SC
5
Savant Capital
Illinois
$1.79M +$40.2K +1,472 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.35M -$139K -5,100 -10%
SRA
7
Secured Retirement Advisors
Minnesota
$727K -$62.2K -2,276 -8%
OMC
8
Old Mission Capital
Illinois
$674K +$367K +13,441 +130%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$479K +$184K +6,722 +66%
Creative Planning
10
Creative Planning
Kansas
$315K
FWM
11
FSR Wealth Management
Illinois
$302K -$44.6K -1,632 -13%
JP Morgan Chase
12
JP Morgan Chase
New York
$283K +$273K +10,000 New
FI
13
FWG Investments
Kentucky
$275K +$30.9K +1,132 +13%
GFG
14
Grantvest Financial Group
New Jersey
$245K +$236K +8,647 New
Barclays
15
Barclays
United Kingdom
$148K -$10K -367 -7%
HI
16
Harbour Investments
Wisconsin
$89.7K
Q1WB
17
Quest 10 Wealth Builders
Virginia
$79.4K -$15.3K -561 -17%
IA
18
IFP Advisors
Florida
$33.7K +$6.83K +250 +27%
UBS Group
19
UBS Group
Switzerland
$7.05K +$6.81K +249 New
Osaic Holdings
20
Osaic Holdings
Arizona
$3.26K -$5.74K -210 -65%
LAS
21
Lloyd Advisory Services
Georgia
-$1.5M -56,272 Closed
BOSSRA
22
B.O.S.S. Retirement Advisors
Utah
-$878K -33,048 Closed
LI
23
LifeWealth Investments
Florida
-$548K -20,606 Closed
HBS
24
Howard Bailey Securities
Indiana
-$476K -17,917 Closed
AAP
25
Arax Advisory Partners
Colorado
-$417K -15,703 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.