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AllianzIM U.S. Equity Buffer10 Jul ETF

43 hedge funds and large institutions have $63.3M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

64% more capital invested

Capital invested by funds: $38.6M → $63.3M (+$24.7M)

10% more funds holding

Funds holding: 3943 (+4)

4.99% more ownership

Funds ownership: 75.92%80.91% (+5%)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$284K +$44.1K +1,133 +20%
BFA
27
Brown Financial Advisors
Ohio
$279K +$260K +6,679 New
WP
28
WealthPLAN Partners
Nebraska
$233K -$3.57M -91,593 -94%
MFS
29
Mattson Financial Services
Michigan
$233K +$217K +5,577 New
PW
30
Paladin Wealth
Minnesota
$227K +$212K +5,441 New
ML
31
McAdam LLC
Pennsylvania
$222K
AWM
32
AE Wealth Management
Kansas
$211K -$22.4K -576 -10%
JP Morgan Chase
33
JP Morgan Chase
New York
$154K -$65.5K -1,680 -31%
Barclays
34
Barclays
United Kingdom
$148K +$39.4K +1,010 +40%
CF
35
Centaurus Financial
California
$108K -$1.11M -28,410 -92%
OLVIG
36
Oliver Lagore Vanvalin Investment Group
Michigan
$67.6K +$68.9K +1,768 New
CFD
37
Creative Financial Designs
Indiana
$62.6K
AIMU
38
Allianz Investment Management US
Minnesota
$54.7K
UBS Group
39
UBS Group
Switzerland
$53.4K -$69.5K -1,784 -58%
AF
40
Advisornet Financial
Minnesota
$41.8K
Morgan Stanley
41
Morgan Stanley
New York
$21.1K
PA
42
Pineridge Advisors
Missouri
$2.38K
CAWM
43
Capital A Wealth Management
Pennsylvania
$302 +$351 +9 New
OMC
44
Old Mission Capital
Illinois
-$317K -8,294 Closed
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-$251K -6,574 Closed
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
-$220K -5,747 Closed
TC
47
TownSquare Capital
Utah
-$212K -5,531 Closed
AF
48
Allworth Financial
California
-$4.86K -129 Closed

JULT Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q2 2025, worth a combined $63.3M — up 64% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JULT positions and 5 closed out — a net gain of 4 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $23.6M. The largest seller was WealthPlan Investment Management, cutting an estimated $6.93M.

  • 43 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $63.3M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q2 2025, up 64% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q2 2025 was Gradient Investments, an estimated $23.6M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q2 2025 was WealthPlan Investment Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2025.