JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU

Overview Fund Activity

18 hedge funds and large institutions have $41.7M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
18
Holders Change
+5
Holders Change %
+38.46%
% of All Funds
0.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
$2.64M
2
OMC
Old Mission Capital
Illinois
$265K
3
Citadel Advisors
Citadel Advisors
Florida
$255K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.76M
5
Osaic Holdings
Osaic Holdings
Arizona
$54.5K

Top Sellers

1
SRA
Secured Retirement Advisors
Minnesota
$0
2
PFS
Prospera Financial Services
Texas
$0
3
SI
Stephens Inc
Arkansas
$2.29M
4
KAS
Kestra Advisory Services
Texas
$485K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
1
Sanctuary Advisors
Indiana
$10.5M – – –
AI
2
Atria Investments
North Carolina
$10.1M – – –
AIMU
3
Allianz Investment Management US
Minnesota
$5.28M – – –
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.59M -$25.4K -958 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.76M +$52.8K +1,993 +2%
RA
6
RFG Advisory
Alabama
$2.64M +$2.64M +99,670 New
SI
7
Stephens Inc
Arkansas
$2.29M -$94.3K -3,561 -4%
NIA
8
NBZ Investment Advisors
Tennessee
$1.21M +$1.21M +45,672 New
GFG
9
Grantvest Financial Group
New Jersey
$703K +$703K +26,540 New
KAS
10
Kestra Advisory Services
Texas
$485K -$84.6K -3,196 -15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$281K -$768 -29 -0.3%
OMC
12
Old Mission Capital
Illinois
$265K +$265K +9,992 New
Citadel Advisors
13
Citadel Advisors
Florida
$255K +$255K +9,628 New
SEP
14
Southland Equity Partners
Missouri
$230K – – –
Osaic Holdings
15
Osaic Holdings
Arizona
$54.5K +$49.2K +1,858 +929%
CFD
16
Creative Financial Designs
Indiana
$26.5K +$26.5K +1,000 New
HI
17
Harbour Investments
Wisconsin
$26.1K – – –
UBS Group
18
UBS Group
Switzerland
$1.72K +$1.72K +65 New
SRA
19
Secured Retirement Advisors
Minnesota
– -$568K -21,719 Closed
PFS
20
Prospera Financial Services
Texas
– -$390K -14,920 Closed