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AllianzIM U.S. Equity Buffer10 Jul ETF

43 hedge funds and large institutions have $71.8M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

13% more funds holding

Funds holding: 3843 (+5)

7.04% more ownership

Funds ownership: 80.57%87.62% (+7%)

6% more capital invested

Capital invested by funds: $67.9M → $71.8M (+$3.83M)

77% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 22

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
5
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$319K -$3.19K -72 -1%
BFA
27
Brown Financial Advisors
Ohio
$317K -$19.1K -432 -6%
IFG
28
Independent Financial Group
California
$291K -$230K -5,200 -45%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$274K +$55.8K +1,262 +26%
AWA
30
A4 Wealth Advisors
North Carolina
$273K -$7.43K -168 -3%
IA
31
Integrity Alliance
Iowa
$265K +$261K +5,910 New
KAS
32
Kestra Advisory Services
Texas
$248K -$27.1K -612 -10%
EWM
33
Elevation Wealth Management
Minnesota
$239K +$235K +5,320 New
PW
34
Paladin Wealth
Minnesota
$239K -$12.7K -286 -5%
NFG
35
Nations Financial Group
Iowa
$234K -$86.8K -1,962 -27%
CWRP
36
Cassady Wealth & Retirement Planning
Nevada
$222K +$219K +4,954 New
JP Morgan Chase
37
JP Morgan Chase
New York
$103K -$51.5K -1,164 -34%
CFD
38
Creative Financial Designs
Indiana
$67.3K
A
39
Allianz
Germany
$58.8K +$58K +1,310 New
KFG
40
Kingdom Financial Group
Arizona
$54.8K +$54K +1,220 New
AF
41
Advisornet Financial
Minnesota
$44.9K
AWM
42
AE Wealth Management
Kansas
$36.4K -$9.29K -210 -21%
Morgan Stanley
43
Morgan Stanley
New York
$22.3K
AIMU
44
Allianz Investment Management US
Minnesota
-$57.5K -1,310 Closed
UBS Group
45
UBS Group
Switzerland
-$11.3K -257 Closed
Barclays
46
Barclays
United Kingdom
-$2.02K -46 Closed

JULT Hedge Fund Activity: Q4 2025 in Review

43 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q4 2025, worth a combined $71.8M — up 5.6% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JULT positions and 3 closed out — a net gain of 7 holders — while 5 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $3.15M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.13M.

  • 43 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $71.8M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q4 2025, up 5.6% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q4 2025 was Raymond James Financial, an estimated $3.15M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $6.13M sold.

Based on aggregated 13F filings for Q4 2025.