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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$8.71M |
| 2 |
AAM
American Asset Management
Boca Raton,
Florida
|
+$8.3M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.83M |
| 4 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
+$1.28M |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$755K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$528K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$391K |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$218K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$207K |
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.