A
AllianzIM U.S. Large Cap Buffer20
FEBW • ARCA
AllianzIM U.S. Large Cap Buffer20 is a publicly traded company on ARCA. As of Q3 2025, 40 institutional investors hold shares in this company, with total holdings valued at $57.2M. Advisor Group Holdings, Inc. is the largest holder with a position valued at $15.0M.
Overview
Overview of institutional ownership in FEBW as of Q3 2025
All Institutions
- Institutions
- 40
- Value Held
- $57.2M
- Shares Held
- 1.7M
- Avg Position
- $1.4M
- Median Position
- $364.1K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $772.1K
- Shares Held
- 23.3K
- Avg Position
- $772.1K
- Median Position
- $772.1K
Biggest Investors
Institutions with the largest positions in FEBW as of Q3 2025
| Institution | Position Value |
|---|---|
A Advisor Group Holdings, Inc. Institution | $15.0M 0.02% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $7.9M 0.04% of portfolio |
 American Asset Management Inc. RIA/Wealth | $5.6M 5.02% of portfolio |
L LPL Financial LLC Institution | $4.6M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.2M 0.00% of portfolio |
 Modern Wealth Management, LLC RIA/Wealth | $2.9M 0.06% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.2M 0.00% of portfolio |
 Spire Wealth Management RIA/Wealth | $1.7M 0.06% of portfolio |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $1.5M 0.04% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.4M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FEBW in Q3 2025
- Traded
- +$1.9M
- Buyers
- 13
- Sellers
- 16
- Total Bought
- +$6.1M
- Total Sold
- −$4.3M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$3.6M +107.9K shares |
 First Heartland Consultants, Inc. RIA/Wealth | +$719.0K +21.7K shares |
O OLD MISSION CAPITAL LLC Institution | +$657.9K +19.9K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | +$290.8K +8.8K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$233.4K +-3.2K shares |
 NBC SECURITIES, INC. RIA/Wealth | +$181.2K +- shares |
 BARCLAYS PLC Institution | +$162.3K +380.0 shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$117.6K +3.5K shares |
 UBS Group AG Institution | +$102.8K +3.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$68.6K +2.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Spire Wealth Management RIA/Wealth | −$1.2M −36.2K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$619.2K −18.7K shares |
A Advisor Group Holdings, Inc. Institution | −$446.5K −13.6K shares |
 Ballast, Inc. RIA/Wealth | −$417.7K −13.1K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | −$399.6K −12.1K shares |
 Kingsview Wealth Management, LLC RIA/Wealth | −$261.7K −8.2K shares |
Cetera Investment Advisers RIA/Wealth | −$253.7K −7.7K shares |
American Asset Management Inc. RIA/Wealth | −$229.4K −6.9K shares |
 Moors & Cabot, Inc. RIA/Wealth | −$220.4K −6.9K shares |
Modern Wealth Management, LLC RIA/Wealth | −$112.2K −3.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FEBW in Q3 2025
- New Positions
- 4
- New Value
- $867.7K
- Exited Positions
- 4
- Exited Value
- $904.4K
New Positions
| Institution | Position Value |
|---|---|
Concurrent Investment Advisors, LLC RIA/Wealth | $290.8K 8.8K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $233.4K 7.0K shares |
NBC SECURITIES, INC. RIA/Wealth | $181.2K 5.5K shares |
BARCLAYS PLC Institution | $162.3K 4.9K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $417.7K 13.1K shares |
Kingsview Wealth Management, LLC RIA/Wealth | $261.7K 8.2K shares |
Moors & Cabot, Inc. RIA/Wealth | $220.4K 6.9K shares |
 Abound Wealth Management RIA/Wealth | $4.5K 140.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FEBW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FEBW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
American Asset Management Inc. RIA/Wealth | 5.02% $5.6M |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.78% $1.2M |
 Clear Point Advisors Inc. RIA/Wealth | 0.58% $729.4K |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.30% $1.2M |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.16% $425.2K |
 Luminist Capital LLC RIA/Wealth | 0.16% $162.7K |
 Fortis Capital Management LLC Hedge Fund•Multi-Strategy | 0.11% $772.1K |
 Castle Rock Wealth Management, LLC RIA/Wealth | 0.06% $279.5K |
First Heartland Consultants, Inc. RIA/Wealth | 0.06% $719.0K |
Modern Wealth Management, LLC RIA/Wealth | 0.06% $2.9M |
Hedge Fund Spotlight
Discover hedge funds investing in FEBW
Fortis Capital Management LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerMichael Robert Boroughs
- Portfolio Value
- $710.3M
- Positions
- 176
- Last Reported
- Q3 2025
Sector Allocation
A
Position in AllianzIM U.S. Large Cap Buffer20
- Market Value
- $772.1K
- Shares Held
- 23.3K
- Portfolio Weight
- 0.11%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $161.5M | 22.74% | |
ETF ETF | $33.3M | 4.69% | |
Semiconductors Technology | $25.5M | 3.59% |
