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AllianzIM U.S. Equity Buffer10 Jul ETF

15 hedge funds and large institutions have $35.1M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding

Funds holding: 1115 (+4)

15% more capital invested

Capital invested by funds: $30.4M → $35.1M (+$4.67M)

0.99% more ownership

Funds ownership: 92.47%93.45% (+0.99%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
15
Holders Change
+4
Holders Change %
+36.36%
% of All Funds
0.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
3
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change

JULT Hedge Fund Activity: Q4 2021 in Review

15 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q4 2021, worth a combined $35.1M — up 15% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new JULT positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $4.7M. The largest seller was Allianz Investment Management US, cutting an estimated $2.45M.

  • 15 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q4 2021, up from 11 in Q3 2021.
  • Funds reported $35.1M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q4 2021 and 0 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q4 2021 was AE Wealth Management, an estimated $4.7M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q4 2021 was Allianz Investment Management US, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2021.