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AllianzIM U.S. Equity Buffer10 Jul ETF
JULT

39 hedge funds and large institutions have $49.2M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

26% more funds holding

Funds holding: 31 → 39 (+8)

14% less capital invested

Capital invested by funds: $57.3M → $49.2M (-$8.13M)

140.67% less ownership

Funds ownership: 206.52% → 65.84% (-141%)

Holders
39
Holders Change
+8
Holders Change %
+25.81%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
12
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kaye Capital Management
California
+$12M
2
RA
RFG Advisory
Alabama
+$3.45M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.55M
4
CF
Centaurus Financial
California
+$1.26M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$711K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$33.8M
2
FI
FWG Investments
Kentucky
-$1.09M
3
KAS
Kestra Advisory Services
Texas
-$301K
4
CAG
Csenge Advisory Group
Florida
-$205K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$33K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$248K +$204K +5,424 +552%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$245K +$238K +6,340 New
FNWA
28
Financial Network Wealth Advisors
Utah
$214K – – –
TC
29
TownSquare Capital
Utah
$214K – – –
ML
30
McAdam LLC
Pennsylvania
$206K +$200K +5,321 New
FFA
31
Farther Finance Advisors
California
$155K – – –
OLVIG
32
Oliver Lagore Vanvalin Investment Group
Michigan
$68.4K – – –
CFD
33
Creative Financial Designs
Indiana
$58K – – –
AIMU
34
Allianz Investment Management US
Minnesota
$50.6K – – –
AF
35
Advisornet Financial
Minnesota
$38.7K – – –
CAS
36
Coppell Advisory Solutions
Texas
$5.21K – – –
AF
37
Allworth Financial
California
$4.99K – – –
UBS Group
38
UBS Group
Switzerland
$3.33K +$3.23K +86 New
PA
39
Pineridge Advisors
Missouri
$2.21K – – –
FI
40
FWG Investments
Kentucky
– -$1.09M -29,416 Closed
KAS
41
Kestra Advisory Services
Texas
– -$301K -8,141 Closed
CAG
42
Csenge Advisory Group
Florida
– -$205K -5,552 Closed
1
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JULT Hedge Fund Activity: Q3 2024 in Review

39 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q3 2024, worth a combined $49.2M — down 14% from $57.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JULT positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was Kaye Capital Management, adding an estimated $12M. The largest seller was AE Wealth Management, cutting an estimated $33.8M.

  • 39 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q3 2024, up from 31 in Q2 2024.
  • Funds reported $49.2M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q3 2024, down 14% quarter-over-quarter.
  • 11 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q3 2024 and 3 closed out, a net change of +8 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q3 2024 was Kaye Capital Management, an estimated $12M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q3 2024 was AE Wealth Management, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2024.