AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
36 hedge funds and large institutions have $47.9M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 16 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
3% more funds holding
Funds holding: 35 → 36 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $49.6M → $47.9M (-$1.64M)
1.54% less ownership
Funds ownership: 73.38% → 71.84% (-1.5%)
75% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.21M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$481K |
| 3 |
Barclays
London,
United Kingdom
|
+$148K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$54.2K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$5.41K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$594K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$501K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$490K |
| 4 |
AAM
American Asset Management
Boca Raton,
Florida
|
-$324K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HAS
26
HBW Advisory Services
Simi Valley,
California
| $279K | -$99.3K | -3,195 | -26% |
|
|
PA
27
PFG Advisors
Phoenix,
Arizona
| $278K | – | – | – |
|
|
FFA
28
Farther Finance Advisors
San Francisco,
California
| $267K | – | – | – |
|
|
JSA
29
Jim Saulnier & Associates
Fort Collins,
Colorado
| $202K | – | – | – |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| $162K | -$4.23K | -136 | -3% |
|
|
AIMU
31
Allianz Investment Management US
Minneapolis,
Minnesota
| $150K | – | – | – |
|
|
32
Barclays
London,
United Kingdom
| $146K | +$148K | +4,762 | New |
|
|
BBPWM
33
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $67.3K | -$808 | -26 | -1% |
|
|
34
UBS Group
Zurich,
Switzerland
| $54.5K | +$54.2K | +1,743 | +4,711% |
|
|
DFA
35
DHJJ Financial Advisors
Naperville,
Illinois
| $10.1K | – | – | – |
|
|
AWM
36
AE Wealth Management
Topeka,
Kansas
| $1.9K | +$1.93K | +62 | New |
|
|
SMAM
37
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| – | -$26.4K | -853 | Closed |
|
NVBW Hedge Fund Activity: Q1 2025 in Review
36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) for Q1 2025, worth a combined $47.9M — down 3.3% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NVBW positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 16 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.21M. The largest seller was Susquehanna International Group, cutting an estimated $594K.
- 36 institutional investors held AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) as of Q1 2025, up from 35 in Q4 2024.
- Funds reported $47.9M of AllianzIM U.S. Equity Buffer20 Nov ETF stock for Q1 2025, down 3.3% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer20 Nov ETF positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF buyer in Q1 2025 was Old Mission Capital, an estimated $1.21M added.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF seller in Q1 2025 was Susquehanna International Group, an estimated $594K sold.
Based on aggregated 13F filings for Q1 2025.