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NVBU

AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF

32 hedge funds and large institutions have $32.9M invested in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

6% more capital invested

Capital invested by funds: $31M → $32.9M (+$1.85M)

4.07% more ownership

Funds ownership: 84.1%88.17% (+4.1%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 3332 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
A
1
Allianz
Germany
$13.9M +$11.7M +404,364 +450%
SI
2
Stephens Inc
Arkansas
$4.4M +$419K +14,500 +10%
AWM
3
AE Wealth Management
Kansas
$4.1M +$14.3K +494 +0.3%
CWS
4
Cypress Wealth Services
California
$2.69M
SC
5
Savant Capital
Illinois
$1.61M -$170K -5,897 -9%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.44M -$742K -25,687 -33%
SRA
7
Secured Retirement Advisors
Minnesota
$605K -$1.68K -58 -0.3%
AAP
8
Arax Advisory Partners
Colorado
$482K +$20.7K +716 +4%
MCC
9
Money Concepts Capital
Florida
$317K +$7.22K +250 +2%
Creative Planning
10
Creative Planning
Kansas
$313K +$289 +10 +0.1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$304K -$8.87K -307 -3%
FWM
12
FSR Wealth Management
Illinois
$290K -$8.38K -290 -3%
SW
13
SMART Wealth
Nebraska
$285K -$37.2K -1,289 -11%
FIA
14
Foundations Investment Advisors
Arizona
$283K +$39.4K +1,364 +16%
FI
15
FWG Investments
Kentucky
$283K +$4.22K +146 +1%
KAS
16
Kestra Advisory Services
Texas
$268K +$134K +4,645 +95%
GFG
17
Grantvest Financial Group
New Jersey
$265K
PI
18
PFG Investments
New York
$259K
JP Morgan Chase
19
JP Morgan Chase
New York
$251K -$7.4K -256 -3%
Ameriprise
20
Ameriprise
Minnesota
$201K +$206K +7,134 New
HI
21
Harbour Investments
Wisconsin
$161K +$73.1K +2,531 +80%
Q1WB
22
Quest 10 Wealth Builders
Virginia
$80.9K +$2.37K +82 +3%
IA
23
IFP Advisors
Florida
$49.8K +$3.9K +135 +8%
ECA
24
Elevated Capital Advisors
Utah
$8.34K +$8.55K +296 New
LAS
25
Lloyd Advisory Services
Georgia
$6.17K -$81.4K -2,819 -93%

NVBU Hedge Fund Activity: Q1 2026 in Review

32 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) for Q1 2026, worth a combined $32.9M — up 6% from $31M a quarter earlier.

Fund positioning in NVBU was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was Allianz, adding an estimated $11.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.97M sold.

  • 32 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF (NVBU) as of Q1 2026, down from 33 in Q4 2025.
  • Funds reported $32.9M of AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF stock for Q1 2026, up 6% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF buyer in Q1 2026 was Allianz, an estimated $11.7M added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF seller in Q1 2026 was Susquehanna International Group, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2026.