JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

35 hedge funds and large institutions have $54.2M 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, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
+17
Holders Change %
+94.44%
% 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
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$9.58M -$129K -5,065 -1%
AWM
2
AE Wealth Management
Kansas
$8.71M +$8.71M +341,409 New
TCG
3
Transcendent Capital Group
Oklahoma
$8.05M +$8.05M +315,496 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.39M -$32.3K -1,268 -0.7%
AIMU
5
Allianz Investment Management US
Minnesota
$3.68M -$1.31M -52,500 -26%
RA
6
RFG Advisory
Alabama
$3.15M +$610K +23,899 +24%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.76M +$101K +3,950 +4%
SI
8
Stephens Inc
Arkansas
$2.39M +$178K +6,960 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.01M +$1.96M +76,825 +3,733%
LAS
10
Lloyd Advisory Services
Georgia
$1.75M +$1.75M +68,763 New
BOSSRA
11
B.O.S.S. Retirement Advisors
Utah
$1.66M +$1.66M +64,977 New
HBS
12
Howard Bailey Securities
Indiana
$703K +$703K +27,576 New
TAP
13
Tounjian Advisory Partners
Florida
$687K +$687K +26,920 New
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$657K +$657K +25,739 New
GFG
15
Grantvest Financial Group
New Jersey
$646K -$30.9K -1,213 -5%
NIA
16
NBZ Investment Advisors
Tennessee
$599K -$566K -22,190 -49%
OMC
17
Old Mission Capital
Illinois
$576K +$321K +12,601 +126%
KAS
18
Kestra Advisory Services
Texas
$488K +$20.7K +813 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$479K +$208K +8,147 +77%
GLR
20
Great Lakes Retirement
Ohio
$394K +$394K +15,438 New
LI
21
LifeWealth Investments
Florida
$371K +$371K +14,533 New
SEP
22
Southland Equity Partners
Missouri
$222K
Barclays
23
Barclays
United Kingdom
$137K +$137K +5,390 New
T
24
Transce3nd
Texas
$27.5K +$27.5K +1,078 New
CFD
25
Creative Financial Designs
Indiana
$25.5K