A
AllianzIM U.S. Large Cap Buffer20 Nov
NVBW • ARCA
AllianzIM U.S. Large Cap Buffer20 Nov is a publicly traded company on ARCA. As of Q3 2025, 32 institutional investors hold shares in this company, with total holdings valued at $39.4M. Mid-American Wealth Advisory Group, Inc. is the largest holder with a position valued at $8.6M.
Overview
Overview of institutional ownership in NVBW as of Q3 2025
All Institutions
- Institutions
- 32
- Value Held
- $39.4M
- Shares Held
- 1.2M
- Avg Position
- $1.2M
- Median Position
- $399.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $390.1K
- Shares Held
- 11.7K
- Avg Position
- $390.1K
- Median Position
- $390.1K
Biggest Investors
Institutions with the largest positions in NVBW as of Q3 2025
| Institution | Position Value |
|---|---|
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $8.6M 4.11% of portfolio |
 American Asset Management Inc. RIA/Wealth | $7.8M 7.03% of portfolio |
 Kestra Advisory Services, LLC RIA/Wealth | $3.8M 0.02% of portfolio |
A Advisor Group Holdings, Inc. Institution | $2.7M 0.00% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $2.3M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.1M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $1.9M 0.00% of portfolio |
 Castle Rock Wealth Management, LLC RIA/Wealth | $1.4M 0.31% of portfolio |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $1.2M 0.00% of portfolio |
O OLD MISSION CAPITAL LLC Institution | $1.1M 0.05% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NVBW in Q3 2025
- Traded
- −$7.0M
- Buyers
- 12
- Sellers
- 18
- Total Bought
- +$3.6M
- Total Sold
- −$10.6M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$1.2M +37.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$627.1K +18.8K shares |
 JPMORGAN CHASE & CO Institution | +$423.7K +12.7K shares |
 Diversify Advisory Services, LLC RIA/Wealth | +$351.2K +10.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$284.5K +8.5K shares |
 Creative Planning RIA/Wealth | +$206.1K +6.2K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$164.6K +4.9K shares |
 BARCLAYS PLC Institution | +$148.4K +-229.0 shares |
O OLD MISSION CAPITAL LLC Institution | +$104.6K +3.1K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | +$21.8K +656.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Authentikos Wealth Advisory, LLC RIA/Wealth | −$7.3M −226.3K shares |
Kestra Advisory Services, LLC RIA/Wealth | −$767.0K −23.0K shares |
 Ballast, Inc. RIA/Wealth | −$580.3K −18.0K shares |
American Asset Management Inc. RIA/Wealth | −$341.2K −10.3K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | −$339.8K −10.2K shares |
 Mason Investment Advisory Services, Inc. RIA/Wealth | −$294.9K −9.2K shares |
 HBW Advisory Services LLC RIA/Wealth | −$237.1K −7.4K shares |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | −$166.4K −5.0K shares |
A Advisor Group Holdings, Inc. Institution | −$112.4K −3.4K shares |
 SAGESPRING WEALTH PARTNERS, LLC RIA/Wealth | −$111.2K −3.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NVBW in Q3 2025
- New Positions
- 2
- New Value
- $354.6K
- Exited Positions
- 5
- Exited Value
- $8.4M
New Positions
| Institution | Position Value |
|---|---|
Creative Planning RIA/Wealth | $206.1K 6.2K shares |
BARCLAYS PLC Institution | $148.4K 4.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Authentikos Wealth Advisory, LLC RIA/Wealth | $7.3M 226.3K shares |
Ballast, Inc. RIA/Wealth | $580.3K 18.0K shares |
Mason Investment Advisory Services, Inc. RIA/Wealth | $294.9K 9.2K shares |
HBW Advisory Services LLC RIA/Wealth | $237.1K 7.4K shares |
 AE Wealth Management LLC RIA/Wealth | $7.1K 220.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in NVBW 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 NVBW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
American Asset Management Inc. RIA/Wealth | 7.03% $7.8M |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 4.11% $8.6M |
Castle Rock Wealth Management, LLC RIA/Wealth | 0.31% $1.4M |
 Grantvest Financial Group LLC RIA/Wealth | 0.23% $315.4K |
J Joseph P. Lucia & Associates, LLC RIA/Wealth | 0.16% $433.0K |
 JIM SAULNIER & ASSOCIATES, LLC RIA/Wealth | 0.14% $219.9K |
O OLD MISSION CAPITAL LLC Institution | 0.05% $1.1M |
 Spire Wealth Management RIA/Wealth | 0.02% $653.7K |
Kestra Advisory Services, LLC RIA/Wealth | 0.02% $3.8M |
 Focus Financial Network, Inc. RIA/Wealth | 0.02% $452.5K |
Hedge Fund Spotlight
Discover hedge funds investing in NVBW
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
A
Position in AllianzIM U.S. Large Cap Buffer20 Nov
- Market Value
- $390.1K
- Shares Held
- 11.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2022-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
