AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
11 hedge funds and large institutions have $34.2M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
175% more funds holding
Funds holding: 4 → 11 (+7)
35% more capital invested
Capital invested by funds: $25.4M → $34.2M (+$8.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
30.35% less ownership
Funds ownership: 142.1% → 111.75% (-30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$9.14M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
+$1.81M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$804K |
| 4 |
Jane Street
New York
|
+$600K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$482K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$3.22M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $13M | -$1.54M | -55,429 | -11% |
|
|
AIMU
2
Allianz Investment Management US
Minneapolis,
Minnesota
| $11.9M | +$9.14M | +329,707 | +332% |
|
|
LAS
3
Lloyd Advisory Services
Suwanee,
Georgia
| $4.62M | -$3.22M | -116,106 | -41% |
|
|
CA
4
Corrado Advisors
Ramsey,
New Jersey
| $1.82M | +$1.81M | +65,360 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $806K | +$804K | +29,003 | New |
|
|
6
Jane Street
New York
| $602K | +$600K | +21,645 | New |
|
|
T
7
TRUADVICE
Sarasota,
Florida
| $525K | +$1.22K | +44 | +0.2% |
|
|
8
Commonwealth Equity Services
Waltham,
Massachusetts
| $483K | +$482K | +17,378 | New |
|
|
AAS
9
Avantax Advisory Services
Dallas,
Texas
| $363K | +$361K | +13,025 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $25K | +$24.9K | +900 | New |
|
|
APA
11
American Portfolios Advisors
Holbrook,
New York
| $2.78K | +$2.77K | +100 | New |
|
JULT Hedge Fund Activity: Q2 2021 in Review
11 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q2 2021, worth a combined $34.2M — up 35% from $25.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JULT positions and 0 closed out — a net gain of 7 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Allianz Investment Management US, adding an estimated $9.14M. The largest seller was Lloyd Advisory Services, cutting an estimated $3.22M.
- 11 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q2 2021, up from 4 in Q1 2021.
- Funds reported $34.2M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q2 2021, up 35% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q2 2021 and 0 closed out, a net change of +7 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q2 2021 was Allianz Investment Management US, an estimated $9.14M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q2 2021 was Lloyd Advisory Services, an estimated $3.22M sold.
Based on aggregated 13F filings for Q2 2021.