We are live on ! Find out more
JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU

35 hedge funds and large institutions have $66.4M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $64.4M → $66.4M (+$2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

3% less funds holding

Funds holding: 36 → 35 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

32.96% less ownership

Funds ownership: 121.56% → 88.6% (-33%)

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UFF
USA Financial Formulas
Michigan
+$2.65M
2
RA
RFG Advisory
Alabama
+$1.72M
3
AAP
Arax Advisory Partners
Colorado
+$394K
4
SW
SMART Wealth
Nebraska
+$189K
5
LI
LifeWealth Investments
Florida
+$128K

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$4.66M
2
AIMU
Allianz Investment Management US
Minnesota
-$1.36M
3
JP Morgan Chase
JP Morgan Chase
New York
-$667K
4
OMC
Old Mission Capital
Illinois
-$576K
5
Osaic Holdings
Osaic Holdings
Arizona
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
T
26
Transce3nd
Texas
$29.7K – – –
CFD
27
Creative Financial Designs
Indiana
$27.5K – – –
HI
28
Harbour Investments
Wisconsin
$27.2K – – –
Q1WB
29
Quest 10 Wealth Builders
Virginia
$24.8K +$907 +35 +4%
PSFG
30
Park Square Financial Group
Georgia
$18.5K +$3.6K +139 +26%
DRP
31
Decker Retirement Planning
Utah
$7.57K +$1.97K +76 +38%
RWPA
32
Richard W. Paul & Associates
Michigan
$1.74K – – –
GRP
33
Global Retirement Partners
California
$1.49K +$1.4K +54 New
PA
34
Pineridge Advisors
Missouri
$744 -$7.85K -303 -92%
JP Morgan Chase
35
JP Morgan Chase
New York
$275 -$667K -25,729 -100%
OMC
36
Old Mission Capital
Illinois
– -$576K -22,593 Closed
LRWM
37
Lord & Richards Wealth Management
Colorado
– -$21.8K -854 Closed
CAWM
38
Capital A Wealth Management
Pennsylvania
– -$7.53K -295 Closed
UBS Group
39
UBS Group
Switzerland
– -$510 -20 Closed
1
2

JULU Hedge Fund Activity: Q2 2025 in Review

35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q2 2025, worth a combined $66.4M — up 3.1% from $64.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JULU and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.

The largest buyer was USA Financial Formulas, adding an estimated $2.65M. The largest seller was Atria Investments, cutting an estimated $4.66M.

  • 35 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q2 2025, down from 36 in Q1 2025.
  • Funds reported $66.4M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
  • 3 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q2 2025 was USA Financial Formulas, an estimated $2.65M added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q2 2025 was Atria Investments, an estimated $4.66M sold.

Based on aggregated 13F filings for Q2 2025.