AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
17 hedge funds and large institutions have $20.1M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.
6% less funds holding
Funds holding: 18 → 17 (-1)
12.16% less ownership
Funds ownership: 81.18% → 69.02% (-12%)
30% less capital invested
Capital invested by funds: $28.6M → $20.1M (-$8.5M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$319K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$203K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$36.2K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$18.1K |
| 5 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$4.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$768K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$721K |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$649K |
| 5 |
IFG
Independent Financial Group
San Diego,
California
|
-$584K |
NVBW Hedge Fund Activity: Q1 2023 in Review
17 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) for Q1 2023, worth a combined $20.1M — down 30% from $28.6M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of NVBW and 1 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 4 added.
The largest buyer was Strategic Blueprint, adding an estimated $319K. The largest seller was IFP Advisors, cutting an estimated $2.2M.
- 17 institutional investors held AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) as of Q1 2023, down from 18 in Q4 2022.
- Funds reported $20.1M of AllianzIM U.S. Equity Buffer20 Nov ETF stock for Q1 2023, down 30% quarter-over-quarter.
- 1 fund opened new AllianzIM U.S. Equity Buffer20 Nov ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF buyer in Q1 2023 was Strategic Blueprint, an estimated $319K added.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF seller in Q1 2023 was IFP Advisors, an estimated $2.2M sold.
Based on aggregated 13F filings for Q1 2023.