AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
38 hedge funds and large institutions have $28M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 18 reducing their positions, and 9 closing their positions.
0% more funds holding
Funds holding: 38 → 38 (0)
0% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 9
69.68% less ownership
Funds ownership: 95.5% → 25.81% (-70%)
71% less capital invested
Capital invested by funds: $98.3M → $28M (-$70.2M)
83% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.42M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.31M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$467K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$55.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.05M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$5.77M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$3.29M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.53M |
JULT Hedge Fund Activity: Q1 2024 in Review
38 of the 6,959 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q1 2024, worth a combined $28M — down 71% from $98.3M a quarter earlier.
Fund positioning in JULT was balanced in Q1 2024: 9 funds opened new positions, 9 closed out, 3 added to existing stakes and 18 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.42M. The largest seller was AE Wealth Management, cutting an estimated $55.6M.
- 38 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $28M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q1 2024, down 71% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q1 2024 and 9 closed out, a net change of 0 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q1 2024 was Jane Street, an estimated $1.42M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q1 2024 was AE Wealth Management, an estimated $55.6M sold.
Based on aggregated 13F filings for Q1 2024.