AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
39 hedge funds and large institutions have $38.6M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 8 closing their positions.
2.75% less ownership
Funds ownership: 78.68% → 75.92% (-2.8%)
11% less funds holding
Funds holding: 44 → 39 (-5)
22% less capital invested
Capital invested by funds: $49.7M → $38.6M (-$11.1M)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
65% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$8.3M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$3.85M |
| 3 |
JP Morgan Chase
New York
|
+$208K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$116K |
| 5 |
Barclays
London,
United Kingdom
|
+$100K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$12.9M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.54M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.82M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$788K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$632K |
JULT Hedge Fund Activity: Q1 2025 in Review
39 of the 7,473 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q1 2025, worth a combined $38.6M — down 22% from $49.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JULT and 4 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 6 added.
The largest buyer was WealthPlan Investment Management, opening a new position worth an estimated $8.3M. The largest seller was Kaye Capital Management, exiting entirely with an estimated $12.9M sold.
- 39 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q1 2025, down from 44 in Q4 2024.
- Funds reported $38.6M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q1 2025, down 22% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q1 2025 and 8 closed out, a net change of -4 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q1 2025 was WealthPlan Investment Management, an estimated $8.3M added.
- The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q1 2025 was Kaye Capital Management, an estimated $12.9M sold.
Based on aggregated 13F filings for Q1 2025.