AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
54 hedge funds and large institutions have $114M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
6% more funds holding
Funds holding: 51 → 54 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.42% less ownership
Funds ownership: 84.75% → 81.33% (-3.4%)
6% less capital invested
Capital invested by funds: $121M → $114M (-$7.14M)
29% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
Allianz
Munich,
Germany
|
+$11.6M |
| 2 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
+$3.07M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$592K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$539K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$532K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$3.32M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$2.36M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$1.72M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$952K |
| 5 |
JP Morgan Chase
New York
|
-$684K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Barclays
London,
United Kingdom
| $5.65K | +$5.85K | +198 | New |
|
|
GWM
52
Geneos Wealth Management
Englewood,
Colorado
| $1.68K | – | – | – |
|
53
US Bancorp
Minneapolis,
Minnesota
| $1.51K | +$1.57K | +53 | New |
|
54
AssetMark Inc
Concord,
California
| $371 | – | – | – |
|
|
55
JP Morgan Chase
New York
| – | -$684K | -23,024 | Closed |
|
|
OMC
56
Old Mission Capital
Chicago,
Illinois
| – | -$441K | -14,851 | Closed |
|
|
AI
57
Atria Investments
Charlotte,
North Carolina
| – | -$386K | -12,999 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$366K | -12,315 | Closed |
|
JULU Hedge Fund Activity: Q1 2026 in Review
54 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q1 2026, worth a combined $114M — down 5.9% from $121M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JULU positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 21 trimmed.
The largest buyer was Allianz, adding an estimated $11.6M. The largest seller was Sanctuary Advisors, cutting an estimated $3.32M.
- 54 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q1 2026, up from 51 in Q4 2025.
- Funds reported $114M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q1 2026, down 5.9% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q1 2026 and 4 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q1 2026 was Allianz, an estimated $11.6M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q1 2026 was Sanctuary Advisors, an estimated $3.32M sold.
Based on aggregated 13F filings for Q1 2026.