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JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

51 hedge funds and large institutions have $121M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

19% more funds holding

Funds holding: 4351 (+8)

16% more capital invested

Capital invested by funds: $104M → $121M (+$17.1M)

10.46% more ownership

Funds ownership: 74.29%84.75% (+10%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
16
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIA
26
NBZ Investment Advisors
Tennessee
$608K
Q1WB
27
Quest 10 Wealth Builders
Virginia
$578K +$1K +34 +0.2%
KAS
28
Kestra Advisory Services
Texas
$567K -$6.17K -209 -1%
BOSSRA
29
B.O.S.S. Retirement Advisors
Utah
$566K -$437K -14,815 -44%
PAS
30
Park Avenue Securities
New York
$537K
TCG
31
Transcendent Capital Group
Oklahoma
$521K -$822K -27,853 -61%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$480K +$13.8K +467 +3%
OMC
33
Old Mission Capital
Illinois
$441K +$438K +14,851 New
AAP
34
Arax Advisory Partners
Colorado
$439K +$436K +14,774 New
RFG
35
Range Financial Group
Oregon
$407K +$9.45K +320 +2%
AI
36
Atria Investments
North Carolina
$386K
BFAG
37
Blackston Financial Advisory Group
Florida
$381K +$40.3K +1,367 +12%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$366K +$39K +1,320 +12%
CA
39
Centennial Advisors
Texas
$315K +$313K +10,595 New
GLR
40
Great Lakes Retirement
Ohio
$271K -$16.4K -556 -6%
SEP
41
Southland Equity Partners
Missouri
$258K
A
42
Allianz
Germany
$149K +$148K +5,000 New
KFG
43
Kingdom Financial Group
Arizona
$141K +$140K +4,747 New
CF
44
Centaurus Financial
California
$129K
IA
45
IFP Advisors
Florida
$125K
KCM
46
Key Capital Management
Tennessee
$86.5K +$85.9K +2,910 New
CFD
47
Creative Financial Designs
Indiana
$29.7K
HI
48
Harbour Investments
Wisconsin
$29.3K
DRP
49
Decker Retirement Planning
Utah
$18K +$4.34K +147 +32%
GWM
50
Geneos Wealth Management
Colorado
$1.75K -$1.12K -38 -39%