AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
18 hedge funds and large institutions have $22.1M invested in AllianzIM U.S. Equity Buffer20 Nov ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
6% more funds holding
Funds holding: 17 → 18 (+1)
3.02% more ownership
Funds ownership: 69.02% → 72.04% (+3%)
10% less capital invested
Capital invested by funds: $24.5M → $22.1M (-$2.45M)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 2 |
LPL Financial
San Diego,
California
|
+$201K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
+$198K |
| 4 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$193K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$47.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.12M |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$854K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$785K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$576K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$504K |
NVBW Hedge Fund Activity: Q2 2023 in Review
18 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) for Q2 2023, worth a combined $22.1M — down 10% from $24.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new NVBW positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 9 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.28M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.12M.
- 18 institutional investors held AllianzIM U.S. Equity Buffer20 Nov ETF (NVBW) as of Q2 2023, up from 17 in Q1 2023.
- Funds reported $22.1M of AllianzIM U.S. Equity Buffer20 Nov ETF stock for Q2 2023, down 10% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Nov ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF buyer in Q2 2023 was Susquehanna International Group, an estimated $1.28M added.
- The largest AllianzIM U.S. Equity Buffer20 Nov ETF seller in Q2 2023 was Commonwealth Equity Services, an estimated $1.12M sold.
Based on aggregated 13F filings for Q2 2023.