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JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

36 hedge funds and large institutions have $64.4M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

100% more funds holding

Funds holding: 1836 (+18)

54% more capital invested

Capital invested by funds: $41.7M → $64.4M (+$22.7M)

31.04% more ownership

Funds ownership: 90.52%121.56% (+31%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
36
Holders Change
+18
Holders Change %
+100%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
7
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Sanctuary Advisors
Indiana
$9.68M -$241K -9,065 -2%
AI
2
Atria Investments
North Carolina
$9.58M -$134K -5,065 -1%
AWM
3
AE Wealth Management
Kansas
$8.71M +$9.06M +341,409 New
TCG
4
Transcendent Capital Group
Oklahoma
$8.05M +$8.37M +315,496 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.39M -$33.6K -1,268 -0.7%
AIMU
6
Allianz Investment Management US
Minnesota
$3.68M -$1.39M -52,500 -26%
RA
7
RFG Advisory
Alabama
$3.15M +$634K +23,899 +24%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.76M +$105K +3,950 +4%
SI
9
Stephens Inc
Arkansas
$2.39M +$185K +6,960 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.01M +$2.04M +76,825 +3,733%
LAS
11
Lloyd Advisory Services
Georgia
$1.75M +$1.82M +68,763 New
BOSSRA
12
B.O.S.S. Retirement Advisors
Utah
$1.66M +$1.72M +64,977 New
HBS
13
Howard Bailey Securities
Indiana
$836K +$870K +32,791 New
LI
14
LifeWealth Investments
Florida
$740K +$770K +29,024 New
TAP
15
Tounjian Advisory Partners
Florida
$687K +$714K +26,920 New
JP Morgan Chase
16
JP Morgan Chase
New York
$657K +$683K +25,739 New
GFG
17
Grantvest Financial Group
New Jersey
$646K -$32.2K -1,213 -5%
NIA
18
NBZ Investment Advisors
Tennessee
$599K -$589K -22,190 -49%
OMC
19
Old Mission Capital
Illinois
$576K +$334K +12,601 +126%
KAS
20
Kestra Advisory Services
Texas
$488K +$21.6K +813 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$479K +$216K +8,147 +77%
GLR
22
Great Lakes Retirement
Ohio
$394K +$410K +15,438 New
SEP
23
Southland Equity Partners
Missouri
$222K
Barclays
24
Barclays
United Kingdom
$137K +$143K +5,390 New
T
25
Transce3nd
Texas
$27.5K +$28.6K +1,078 New

JULU Hedge Fund Activity: Q1 2025 in Review

36 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q1 2025, worth a combined $64.4M — up 54% from $41.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JULU positions and 1 closed out — a net gain of 18 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $9.06M. The largest seller was Allianz Investment Management US, cutting an estimated $1.39M.

  • 36 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q1 2025, up from 18 in Q4 2024.
  • Funds reported $64.4M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q1 2025, up 54% quarter-over-quarter.
  • 19 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q1 2025 and 1 closed out, a net change of +18 holders.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q1 2025 was AE Wealth Management, an estimated $9.06M added.
  • The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q1 2025 was Allianz Investment Management US, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2025.