AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
38 hedge funds and large institutions have $98.3M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
28% more capital inflows, than outflows
Capital inflows: $17M | Capital outflows: $13.3M
23% more funds holding
Funds holding: 31 → 38 (+7)
1.64% less ownership
Funds ownership: 97.14% → 95.5% (-1.6%)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
+$12.5M |
| 2 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.45M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$589K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$254K |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6M |
| 2 |
Wealthquest
Cincinnati,
Ohio
|
-$3.77M |
| 3 |
Corrado Advisors
Ramsey,
New Jersey
|
-$1.49M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$751K |
| 5 |
Jane Street
New York
|
-$382K |
JULT Hedge Fund Activity: Q4 2023 in Review
38 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q4 2023, worth a combined $98.3M — up 14% from $86.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new JULT positions and 5 closed out — a net gain of 8 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $12.5M. The largest seller was Osaic Holdings, cutting an estimated $6M.
- 38 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q4 2023, up from 31 in Q3 2023.
- Funds reported $98.3M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 13 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q4 2023 and 5 closed out, a net change of +8 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q4 2023 was AE Wealth Management, an estimated $12.5M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q4 2023 was Osaic Holdings, an estimated $6M sold.
Based on aggregated 13F filings for Q4 2023.