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AllianzIM U.S. Equity Buffer20 Nov ETF

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

3% more funds holding

Funds holding: 3536 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (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

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
0.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
4
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAWAG
1
Mid-American Wealth Advisory Group
Missouri
$8.62M -$51.6K -1,661 -0.6%
AAM
2
American Asset Management
Florida
$7.94M -$324K -10,410 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.56M -$205K -6,588 -3%
KAS
4
Kestra Advisory Services
Texas
$3.74M -$490K -15,771 -11%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.71M +$481K +15,459 +15%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.2M -$19.2K -619 -0.9%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.04M -$54.2K -1,743 -3%
Raymond James Financial
8
Raymond James Financial
Florida
$1.48M
CRWM
9
Castle Rock Wealth Management
California
$1.27M
OMC
10
Old Mission Capital
Illinois
$1.19M +$1.21M +38,854 New
SWM
11
Spire Wealth Management
Virginia
$1.02M -$122K -3,926 -11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$848K -$594K -19,120 -41%
HI
13
Harbour Investments
Wisconsin
$764K -$501K -16,129 -39%
Citadel Advisors
14
Citadel Advisors
Florida
$605K +$5.41K +174 +0.9%
JPLA
15
Joseph P. Lucia & Associates
New York
$551K
LPL Financial
16
LPL Financial
California
$538K -$249 -8 -0%
AWS
17
Atria Wealth Solutions
New York
$499K -$56.4K -1,813 -10%
FFN
18
Focus Financial Network
Minnesota
$426K -$5.13K -165 -1%
SWP
19
Sagespring Wealth Partners
Tennessee
$406K
IA
20
IFP Advisors
Florida
$374K
SB
21
Strategic Blueprint
Georgia
$344K -$168K -5,395 -32%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$342K +$5.35K +172 +2%
GFG
23
Grantvest Financial Group
New Jersey
$290K
CF
24
Centaurus Financial
California
$286K
MIAS
25
Mason Investment Advisory Services
Virginia
$280K

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.