AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
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.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
38% more funds holding
Funds holding: 13 → 18 (+5)
12% more capital invested
Capital invested by funds: $37.2M → $41.7M (+$4.5M)
6.36% more ownership
Funds ownership: 84.17% → 90.52% (+6.4%)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.66M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$266K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$257K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$53.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$49.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRA
Secured Retirement Advisors
St Louis Park,
Minnesota
|
-$568K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$390K |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$95K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$85.2K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25.6K |
JULU Hedge Fund Activity: Q4 2024 in Review
18 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q4 2024, worth a combined $41.7M — up 12% from $37.2M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JULU positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 4 trimmed.
The largest buyer was RFG Advisory, opening a new position worth an estimated $2.66M. The largest seller was Secured Retirement Advisors, exiting entirely with an estimated $568K sold.
- 18 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q4 2024, up from 13 in Q3 2024.
- Funds reported $41.7M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q4 2024, up 12% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q4 2024 and 2 closed out, a net change of +5 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q4 2024 was RFG Advisory, an estimated $2.66M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q4 2024 was Secured Retirement Advisors, an estimated $568K sold.
Based on aggregated 13F filings for Q4 2024.