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AllianzIM U.S. Equity Buffer10 Jul ETF

43 hedge funds and large institutions have $71.8M invested in AllianzIM U.S. Equity Buffer10 Jul ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

13% more funds holding

Funds holding: 3843 (+5)

7.04% more ownership

Funds ownership: 80.57%87.62% (+7%)

6% more capital invested

Capital invested by funds: $67.9M → $71.8M (+$3.83M)

77% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 22

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
5
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$26.1M -$1.13M -25,527 -4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$6.5M -$6.13M -138,509 -49%
SHWA
3
Safe Harbor Wealth Advisors
Ohio
$5.6M +$5.51M +124,524 New
Raymond James Financial
4
Raymond James Financial
Florida
$5.26M +$3.15M +71,300 +155%
Osaic Holdings
5
Osaic Holdings
Arizona
$4.79M -$1.76M -39,805 -27%
LPL Financial
6
LPL Financial
California
$2.6M +$100K +2,268 +4%
SL
7
Sentinus LLC
Illinois
$1.94M +$620K +14,020 +48%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.84M -$37.5K -848 -2%
OMC
9
Old Mission Capital
Illinois
$1.75M +$1.73M +39,107 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.56M -$17.5K -396 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.31M -$882K -19,931 -41%
JSA
12
Jim Saulnier & Associates
Colorado
$1.21M
CF
13
Centaurus Financial
California
$1.03M -$31.3K -708 -3%
GFG
14
Grantvest Financial Group
New Jersey
$971K -$18.8K -424 -2%
AA
15
Armis Advisers
Georgia
$818K +$825K +18,656 New
MCC
16
Money Concepts Capital
Florida
$729K -$28.8K -650 -4%
MML Investors Services
17
MML Investors Services
Massachusetts
$676K -$1.73K -39 -0.3%
NF
18
Nvest Financial
New Hampshire
$567K +$79.7K +1,801 +17%
HI
19
Harbour Investments
Wisconsin
$561K -$133K -3,003 -19%
MWM
20
Modern Wealth Management
Kansas
$539K +$531K +12,008 New
FFS
21
Founders Financial Securities
Maryland
$539K
Jane Street
22
Jane Street
New York
$443K +$437K +9,878 New
FFN
23
Focus Financial Network
Minnesota
$388K -$14.2K -322 -4%
SA
24
Sanctuary Advisors
Indiana
$346K
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$340K -$38.5K -871 -10%

JULT Hedge Fund Activity: Q4 2025 in Review

43 of the 8,232 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) for Q4 2025, worth a combined $71.8M — up 5.6% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JULT positions and 3 closed out — a net gain of 7 holders — while 5 added to existing stakes and 22 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $3.15M. The largest seller was Commonwealth Equity Services, cutting an estimated $6.13M.

  • 43 institutional investors held AllianzIM U.S. Equity Buffer10 Jul ETF (JULT) as of Q4 2025, up from 38 in Q3 2025.
  • Funds reported $71.8M of AllianzIM U.S. Equity Buffer10 Jul ETF stock for Q4 2025, up 5.6% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity Buffer10 Jul ETF positions in Q4 2025 and 3 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF buyer in Q4 2025 was Raymond James Financial, an estimated $3.15M added.
  • The largest AllianzIM U.S. Equity Buffer10 Jul ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $6.13M sold.

Based on aggregated 13F filings for Q4 2025.