We are live on ! Find out more
JULT icon

AllianzIM U.S. Equity Buffer10 Jul ETF

43 hedge funds and large institutions have $63.3M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

64% more capital invested

Capital invested by funds: $38.6M → $63.3M (+$24.7M)

10% more funds holding

Funds holding: 3943 (+4)

4.99% more ownership

Funds ownership: 75.92%80.91% (+5%)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$25.3M +$23.6M +605,507 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$7.18M -$8.49K -218 -0.1%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.47M -$559K -14,349 -10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.82M +$4.5M +115,515 New
Jane Street
5
Jane Street
New York
$2.8M +$2.61M +66,965 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.49M -$18.7K -480 -1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.41M -$197K -5,045 -13%
WIM
8
WealthPlan Investment Management
Nebraska
$1.33M -$6.93M -177,765 -85%
Raymond James Financial
9
Raymond James Financial
Florida
$1.31M +$977K +25,072 +395%
JSA
10
Jim Saulnier & Associates
Colorado
$1.24M -$156K -4,008 -12%
GFG
11
Grantvest Financial Group
New Jersey
$999K -$7.13K -183 -0.8%
AWS
12
Atria Wealth Solutions
New York
$996K -$234K -6,008 -20%
LPL Financial
13
LPL Financial
California
$961K +$539K +13,825 +150%
SL
14
Sentinus LLC
Illinois
$878K +$173K +4,431 +27%
AA
15
Armis Advisers
Georgia
$779K
MML Investors Services
16
MML Investors Services
Massachusetts
$643K -$1.87K -48 -0.3%
MCC
17
Money Concepts Capital
Florida
$584K +$72.3K +1,855 +15%
IFG
18
Independent Financial Group
California
$488K -$103K -2,640 -18%
FFN
19
Focus Financial Network
Minnesota
$374K -$78 -2 -0%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$355K -$234 -6 -0.1%
HI
21
Harbour Investments
Wisconsin
$344K +$264K +6,784 +465%
NF
22
Nvest Financial
New Hampshire
$333K
SA
23
Sanctuary Advisors
Indiana
$297K
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$290K -$662 -17 -0.2%
KAS
25
Kestra Advisory Services
Texas
$285K +$266K +6,831 New

JULT Hedge Fund Activity: Q2 2025 in Review

43 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q2 2025, worth a combined $63.3M — up 64% from $38.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JULT positions and 5 closed out — a net gain of 4 holders — while 7 added to existing stakes and 18 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $23.6M. The largest seller was WealthPlan Investment Management, cutting an estimated $6.93M.

  • 43 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $63.3M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q2 2025, up 64% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q2 2025 was Gradient Investments, an estimated $23.6M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q2 2025 was WealthPlan Investment Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q2 2025.