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AllianzIM U.S. Equity Buffer20 Nov ETF

44 hedge funds and large institutions have $69.1M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 4244 (+2)

0.42% more ownership

Funds ownership: 73.71%74.13% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $69.8M → $69.1M (-$730K)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
9
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$363K +$354K +10,456 New
EWM
27
Elevation Wealth Management
Minnesota
$347K -$13.5K -400 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$320K -$4.37K -129 -1%
SWP
29
Sagespring Wealth Partners
Tennessee
$311K -$19.9K -588 -6%
GFG
30
Grantvest Financial Group
New Jersey
$300K
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$276K -$789K -23,324 -74%
TSS
32
Taylor Securities Services
Pennsylvania
$225K
Creative Planning
33
Creative Planning
Kansas
$219K +$13.5K +400 +6%
Ameriprise
34
Ameriprise
Minnesota
$210K +$214K +6,313 New
FIA
35
Foundations Investment Advisors
Arizona
$206K +$209K +6,184 New
FHC
36
First Heartland Consultants
Missouri
$205K -$2K -59 -0.9%
JP Morgan Chase
37
JP Morgan Chase
New York
$199K -$31.3K -926 -13%
CFD
38
Creative Financial Designs
Indiana
$173K -$11.7K -347 -6%
PIS
39
POM Investment Strategies
North Carolina
$99.2K +$101K +2,980 New
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$68K
DJSG
41
D.J. St. Germain
Massachusetts
$53.3K +$54.2K +1,600 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$27.3K +$27.8K +820 New
DFA
43
DHJJ Financial Advisors
Illinois
$11K
UBS Group
44
UBS Group
Switzerland
$5.99K +$6.09K +180 New
AFS
45
Access Financial Services
Minnesota
-$987K -29,170 Closed
Citadel Advisors
46
Citadel Advisors
Florida
-$401K -11,846 Closed
DAS
47
Diversify Advisory Services
Utah
-$356K -10,455 Closed
Jane Street
48
Jane Street
New York
-$215K -6,342 Closed
LAS
49
Lloyd Advisory Services
Georgia
-$17.1K -506 Closed

NVBW Hedge Fund Activity: Q1 2026 in Review

44 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) for Q1 2026, worth a combined $69.1M — down 1% from $69.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NVBW positions and 5 closed out — a net gain of 3 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Allianz, adding an estimated $5.12M. The largest seller was Access Financial Services, exiting entirely with an estimated $987K sold.

  • 44 institutional investors held AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) as of Q1 2026, up from 42 in Q4 2025.
  • Funds reported $69.1M of AllianzIM U.S. Equity Buffer20 Nov ETF stock for Q1 2026, down 1% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity Buffer20 Nov ETF positions in Q1 2026 and 5 closed out, a net change of +3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Nov ETF buyer in Q1 2026 was Allianz, an estimated $5.12M added.
  • The largest AllianzIM U.S. Equity Buffer20 Nov ETF seller in Q1 2026 was Access Financial Services, an estimated $987K sold.

Based on aggregated 13F filings for Q1 2026.