AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
31 hedge funds and large institutions have $86.3M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 0 closing their positions.
117% more capital invested
Capital invested by funds: $39.8M → $86.3M (+$46.5M)
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
72% more funds holding
Funds holding: 18 → 31 (+13)
3.97% more ownership
Funds ownership: 93.17% → 97.14% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$19.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.9M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$9.18M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.89M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$178K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$162K |
| 3 |
FFA
Farther Finance Advisors
San Francisco,
California
|
-$44.3K |
| 4 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$20.2K |
| 5 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$10.7K |
JULT Hedge Fund Activity: Q3 2023 in Review
31 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q3 2023, worth a combined $86.3M — up 117% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JULT positions and 0 closed out — a net gain of 13 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $19.2M. The largest seller was Atria Wealth Solutions, cutting an estimated $178K.
- 31 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q3 2023, up from 18 in Q2 2023.
- Funds reported $86.3M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q3 2023, up 117% quarter-over-quarter.
- 13 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q3 2023 and 0 closed out, a net change of +13 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q3 2023 was Osaic Holdings, an estimated $19.2M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q3 2023 was Atria Wealth Solutions, an estimated $178K sold.
Based on aggregated 13F filings for Q3 2023.