AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
20 hedge funds and large institutions have $43.2M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
46% more capital invested
Capital invested by funds: $29.6M → $43.2M (+$13.7M)
17.63% more ownership
Funds ownership: 65.42% → 83.05% (+18%)
11% more funds holding
Funds holding: 18 → 20 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$11.4M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$993K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$332K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$289K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.08M |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$261K |
| 3 |
RG
Retirement Group
San Diego,
California
|
-$132K |
| 4 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$12.8K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$5K |
JULT Hedge Fund Activity: Q4 2022 in Review
20 of the 6,238 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q4 2022, worth a combined $43.2M — up 46% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JULT positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 2 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $11.4M. The largest seller was Osaic Holdings, cutting an estimated $1.08M.
- 20 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q4 2022, up from 18 in Q3 2022.
- Funds reported $43.2M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q4 2022, up 46% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q4 2022 and 4 closed out, a net change of +3 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q4 2022 was AE Wealth Management, an estimated $11.4M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q4 2022 was Osaic Holdings, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2022.