AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
36 hedge funds and large institutions have $64.4M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
100% more funds holding
Funds holding: 18 → 36 (+18)
54% more capital invested
Capital invested by funds: $41.7M → $64.4M (+$22.7M)
31.04% more ownership
Funds ownership: 90.52% → 121.56% (+31%)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.06M |
| 2 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
+$8.37M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.04M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.82M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.39M |
| 2 |
NIA
NBZ Investment Advisors
Knoxville,
Tennessee
|
-$589K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$255K |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$241K |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $25.5K | – | – | – |
|
|
HI
27
Harbour Investments
Madison,
Wisconsin
| $25.2K | – | – | – |
|
|
Q1WB
28
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| $22.1K | +$22.9K | +865 | New |
|
|
LRWM
29
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| $21.8K | +$22.7K | +854 | New |
|
|
PSFG
30
Park Square Financial Group
Roswell,
Georgia
| $13.6K | +$14.1K | +532 | New |
|
|
PA
31
Pineridge Advisors
St. Charles,
Missouri
| $8.42K | +$8.76K | +330 | New |
|
|
CAWM
32
Capital A Wealth Management
New Castle,
Pennsylvania
| $7.53K | +$7.83K | +295 | New |
|
|
DRP
33
Decker Retirement Planning
Levi,
Utah
| $5.08K | +$5.28K | +199 | New |
|
|
RWPA
34
Richard W. Paul & Associates
Novi,
Michigan
| $1.61K | +$1.67K | +63 | New |
|
|
UFF
35
USA Financial Formulas
Ada,
Michigan
| $1.2K | +$1.25K | +47 | New |
|
36
UBS Group
Zurich,
Switzerland
| $510 | -$1.19K | -45 | -69% |
|
|
37
Citadel Advisors
Miami,
Florida
| – | -$255K | -9,628 | Closed |
|
JULU Hedge Fund Activity: Q1 2025 in Review
36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q1 2025, worth a combined $64.4M — up 54% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JULU positions and 1 closed out — a net gain of 18 holders — while 7 added to existing stakes and 7 trimmed.
The largest buyer was AE Wealth Management, opening a new position worth an estimated $9.06M. The largest seller was Allianz Investment Management US, cutting an estimated $1.39M.
- 36 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q1 2025, up from 18 in Q4 2024.
- Funds reported $64.4M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q1 2025, up 54% quarter-over-quarter.
- 19 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q1 2025 and 1 closed out, a net change of +18 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q1 2025 was AE Wealth Management, an estimated $9.06M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q1 2025 was Allianz Investment Management US, an estimated $1.39M sold.
Based on aggregated 13F filings for Q1 2025.