AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
31 hedge funds and large institutions have $57.3M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 10 closing their positions.
128.3% more ownership
Funds ownership: 78.21% → 206.52% (+128%)
104% more capital invested
Capital invested by funds: $28M → $57.3M (+$29.3M)
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
18% less funds holding
Funds holding: 38 → 31 (-7)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$32M |
| 2 |
FI
FWG Investments
Lexington,
Kentucky
|
+$1.06M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$866K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$607K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.19M |
| 2 |
Jane Street
New York
|
-$1.47M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.14M |
| 4 |
LPL Financial
San Diego,
California
|
-$483K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$324K |
JULT Hedge Fund Activity: Q2 2024 in Review
31 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q2 2024, worth a combined $57.3M — up 104% from $28M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JULT and 5 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was AE Wealth Management, adding an estimated $32M. The largest seller was Osaic Holdings, cutting an estimated $2.19M.
- 31 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q2 2024, down from 38 in Q1 2024.
- Funds reported $57.3M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q2 2024, up 104% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q2 2024 and 10 closed out, a net change of -5 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q2 2024 was AE Wealth Management, an estimated $32M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q2 2024 was Osaic Holdings, an estimated $2.19M sold.
Based on aggregated 13F filings for Q2 2024.