AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
39 hedge funds and large institutions have $49.2M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
26% more funds holding
Funds holding: 31 → 39 (+8)
14% less capital invested
Capital invested by funds: $57.3M → $49.2M (-$8.13M)
140.67% less ownership
Funds ownership: 206.52% → 65.84% (-141%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kaye Capital Management
El Segundo,
California
|
+$12M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$3.45M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.55M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$1.26M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$711K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$33.8M |
| 2 |
FI
FWG Investments
Lexington,
Kentucky
|
-$1.09M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$301K |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$205K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$33K |
JULT Hedge Fund Activity: Q3 2024 in Review
39 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q3 2024, worth a combined $49.2M — down 14% from $57.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JULT positions and 3 closed out — a net gain of 8 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was Kaye Capital Management, adding an estimated $12M. The largest seller was AE Wealth Management, cutting an estimated $33.8M.
- 39 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q3 2024, up from 31 in Q2 2024.
- Funds reported $49.2M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q3 2024, down 14% quarter-over-quarter.
- 11 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q3 2024 and 3 closed out, a net change of +8 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q3 2024 was Kaye Capital Management, an estimated $12M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q3 2024 was AE Wealth Management, an estimated $33.8M sold.
Based on aggregated 13F filings for Q3 2024.