AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
18 hedge funds and large institutions have $39.8M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 6 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
5% less funds holding
Funds holding: 19 → 18 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
18% less capital invested
Capital invested by funds: $48.7M → $39.8M (-$8.95M)
20.98% less ownership
Funds ownership: 85.48% → 64.5% (-21%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.73M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$760K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$635K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$424K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$212K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$9.73M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.87M |
| 3 |
LPL Financial
San Diego,
California
|
-$586K |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
-$322K |
| 5 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$237K |
JULT Hedge Fund Activity: Q2 2023 in Review
18 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q2 2023, worth a combined $39.8M — down 18% from $48.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JULT and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 5 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.73M. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $9.73M sold.
- 18 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q2 2023, down from 19 in Q1 2023.
- Funds reported $39.8M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q2 2023, down 18% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q2 2023 and 6 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q2 2023 was Commonwealth Equity Services, an estimated $2.73M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q2 2023 was Cambridge Investment Research Advisors, an estimated $9.73M sold.
Based on aggregated 13F filings for Q2 2023.