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AllianzIM U.S. Equity Buffer10 Jul ETF
JULT

18 hedge funds and large institutions have $29.6M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

258% more capital invested

Capital invested by funds: $8.28M → $29.6M (+$21.3M)

50% more funds holding

Funds holding: 12 → 18 (+6)

2.37% less ownership

Funds ownership: 67.79% → 65.42% (-2.4%)

Holders
18
Holders Change
+6
Holders Change %
+50%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$11.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$9.39M
3
Osaic Holdings
Osaic Holdings
Arizona
+$3.68M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$290K
5
APA
American Portfolios Advisors
New York
+$285K

Top Sellers

Rank Fund Capital Flow
1
AIMU
Allianz Investment Management US
Minnesota
-$2.93M
2
CA
Corrado Advisors
New Jersey
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.8M +$11.6M +414,743 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.78M +$9.39M +335,885 New
Osaic Holdings
3
Osaic Holdings
Arizona
$4.57M +$3.68M +131,487 +303%
CA
4
Corrado Advisors
New Jersey
$1.37M -$201K -7,194 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.21M +$290K +10,366 +29%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$628K +$132K +4,719 +24%
CAN
7
Cetera Advisor Networks
California
$593K +$189K +6,747 +42%
T
8
TRUADVICE
Florida
$515K – – –
APA
9
American Portfolios Advisors
New York
$385K +$285K +10,199 +225%
AWA
10
Arete Wealth Advisors
Illinois
$261K +$280K +10,000 New
CBFP
11
Cedar Brook Financial Partners
Ohio
$212K +$227K +8,120 New
RG
12
Retirement Group
California
$132K +$120K +4,302 +574%
CFD
13
Creative Financial Designs
Indiana
$39K +$41.9K +1,500 New
AIMU
14
Allianz Investment Management US
Minnesota
$34K -$2.93M -105,000 -99%
UBS Group
15
UBS Group
Switzerland
$17K +$18.6K +667 New
AF
16
Advisornet Financial
Minnesota
$14K +$5.31K +190 +53%
HI
17
Harbour Investments
Wisconsin
$5K – – –
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1K +$28 +1 +2%

JULT Hedge Fund Activity: Q3 2022 in Review

18 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q3 2022, worth a combined $29.6M — up 258% from $8.28M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JULT positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $11.6M. The largest seller was Allianz Investment Management US, cutting an estimated $2.93M.

  • 18 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q3 2022, up from 12 in Q2 2022.
  • Funds reported $29.6M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q3 2022, up 258% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q3 2022 and 0 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q3 2022 was AE Wealth Management, an estimated $11.6M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q3 2022 was Allianz Investment Management US, an estimated $2.93M sold.

Based on aggregated 13F filings for Q3 2022.