AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
19 hedge funds and large institutions have $48.7M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 5 closing their positions.
13% more capital invested
Capital invested by funds: $43.2M → $48.7M (+$5.5M)
2.43% more ownership
Funds ownership: 83.05% → 85.48% (+2.4%)
5% less funds holding
Funds holding: 20 → 19 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
88% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.68M |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
+$656K |
| 3 |
LPL Financial
San Diego,
California
|
+$574K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$318K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$201K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.63M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$995K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$679K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$333K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$290K |
JULT Hedge Fund Activity: Q1 2023 in Review
19 of the 6,284 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q1 2023, worth a combined $48.7M — up 13% from $43.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JULT and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 1 added.
The largest buyer was AE Wealth Management, adding an estimated $5.68M. The largest seller was Osaic Holdings, cutting an estimated $1.63M.
- 19 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q1 2023, down from 20 in Q4 2022.
- Funds reported $48.7M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q1 2023, up 13% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q1 2023 and 5 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q1 2023 was AE Wealth Management, an estimated $5.68M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q1 2023 was Osaic Holdings, an estimated $1.63M sold.
Based on aggregated 13F filings for Q1 2023.