AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
25 hedge funds and large institutions have $21.9M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
67% more funds holding
Funds holding: 15 → 25 (+10)
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
37% more capital invested
Capital invested by funds: $16M → $21.9M (+$5.93M)
7.39% less ownership
Funds ownership: 70.09% → 62.7% (-7.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.06M |
| 2 |
Jane Street
New York
|
+$1.47M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$948K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$567K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$3.39M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$786K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$643K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$536K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$83.6K |
NVBW Hedge Fund Activity: Q4 2023 in Review
25 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) for Q4 2023, worth a combined $21.9M — up 37% from $16M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NVBW positions and 1 closed out — a net gain of 10 holders — while 8 added to existing stakes and 5 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $3.06M. The largest seller was Allianz Investment Management US, cutting an estimated $3.39M.
- 25 institutional investors held AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) as of Q4 2023, up from 15 in Q3 2023.
- Funds reported $21.9M of AllianzIM U.S. Equity Buffer20 Nov ETF stock for Q4 2023, up 37% quarter-over-quarter.
- 11 funds opened new AllianzIM U.S. Equity Buffer20 Nov ETF positions in Q4 2023 and 1 closed out, a net change of +10 holders.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $3.06M added.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF seller in Q4 2023 was Allianz Investment Management US, an estimated $3.39M sold.
Based on aggregated 13F filings for Q4 2023.