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AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW

35 hedge funds and large institutions have $49.6M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

147% more capital invested

Capital invested by funds: $20.1M → $49.6M (+$29.5M)

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

59% more funds holding

Funds holding: 22 → 35 (+13)

8.97% more ownership

Funds ownership: 64.41% → 73.38% (+9%)

Holders
35
Holders Change
+13
Holders Change %
+59.09%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$8.71M
2
AAM
American Asset Management
Florida
+$8.3M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.83M
4
CRWM
Castle Rock Wealth Management
California
+$1.28M
5
HI
Harbour Investments
Wisconsin
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$755K
2
OMC
Old Mission Capital
Illinois
-$528K
3
AWM
AE Wealth Management
Kansas
-$391K
4
OIA
OneDigital Investment Advisors
Kansas
-$218K
5
UBS Group
UBS Group
Switzerland
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
26
PFG Advisors
Arizona
$282K +$280K +9,099 New
FFA
27
Farther Finance Advisors
California
$269K +$268K +8,698 New
MWS
28
Maxwell Wealth Strategies
California
$222K – – –
JSA
29
Jim Saulnier & Associates
Colorado
$205K +$203K +6,608 New
CFD
30
Creative Financial Designs
Indiana
$168K +$167K +5,432 New
AIMU
31
Allianz Investment Management US
Minnesota
$155K – – –
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$68.9K – – –
SMAM
33
Sugar Maple Asset Management
Wisconsin
$26.4K +$26.2K +853 New
DFA
34
DHJJ Financial Advisors
Illinois
$10.2K – – –
UBS Group
35
UBS Group
Switzerland
$1.15K -$207K -6,733 -99%
Jane Street
36
Jane Street
New York
– -$755K -24,946 Closed
OMC
37
Old Mission Capital
Illinois
– -$528K -17,434 Closed
AWM
38
AE Wealth Management
Kansas
– -$391K -12,919 Closed
OIA
39
OneDigital Investment Advisors
Kansas
– -$218K -7,200 Closed
1
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NVBW Hedge Fund Activity: Q4 2024 in Review

35 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) for Q4 2024, worth a combined $49.6M — up 147% from $20.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NVBW positions and 4 closed out — a net gain of 14 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $8.71M. The largest seller was Jane Street, exiting entirely with an estimated $755K sold.

  • 35 institutional investors held AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $49.6M of AllianzIM U.S. Equity Buffer20 Nov ETF stock for Q4 2024, up 147% quarter-over-quarter.
  • 18 funds opened new AllianzIM U.S. Equity Buffer20 Nov ETF positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Nov ETF buyer in Q4 2024 was Mid-American Wealth Advisory Group, an estimated $8.71M added.
  • The largest AllianzIM U.S. Equity Buffer20 Nov ETF seller in Q4 2024 was Jane Street, an estimated $755K sold.

Based on aggregated 13F filings for Q4 2024.