AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
44 hedge funds and large institutions have $49.7M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
12.83% more ownership
Funds ownership: 65.84% → 78.68% (+13%)
13% more funds holding
Funds holding: 39 → 44 (+5)
1% more capital invested
Capital invested by funds: $49.2M → $49.7M (+$505K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$516K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$475K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$281K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$200K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$142K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.32M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$257K |
| 3 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$219K |
| 4 |
FNWA
Financial Network Wealth Advisors
Murray,
Utah
|
-$214K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$163K |
JULT Hedge Fund Activity: Q4 2024 in Review
44 of the 7,608 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q4 2024, worth a combined $49.7M — up 1% from $49.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JULT positions and 2 closed out — a net gain of 6 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $516K. The largest seller was Osaic Holdings, cutting an estimated $2.32M.
- 44 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q4 2024, up from 39 in Q3 2024.
- Funds reported $49.7M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q4 2024, up 1% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q4 2024 was Jane Street, an estimated $516K added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q4 2024 was Osaic Holdings, an estimated $2.32M sold.
Based on aggregated 13F filings for Q4 2024.