AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
35 hedge funds and large institutions have $66.4M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.
3% more capital invested
Capital invested by funds: $64.4M → $66.4M (+$2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
3% less funds holding
Funds holding: 36 → 35 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
32.96% less ownership
Funds ownership: 121.56% → 88.6% (-33%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UFF
USA Financial Formulas
Ada,
Michigan
|
+$2.65M |
| 2 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$1.72M |
| 3 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$394K |
| 4 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$189K |
| 5 |
LI
LifeWealth Investments
Winter Garden,
Florida
|
+$128K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$4.66M |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.36M |
| 3 |
JP Morgan Chase
New York
|
-$667K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$576K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$459K |
JULU Hedge Fund Activity: Q2 2025 in Review
35 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q2 2025, worth a combined $66.4M — up 3.1% from $64.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of JULU and 3 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 13 added.
The largest buyer was USA Financial Formulas, adding an estimated $2.65M. The largest seller was Atria Investments, cutting an estimated $4.66M.
- 35 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q2 2025, down from 36 in Q1 2025.
- Funds reported $66.4M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q2 2025, up 3.1% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q2 2025 and 4 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q2 2025 was USA Financial Formulas, an estimated $2.65M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q2 2025 was Atria Investments, an estimated $4.66M sold.
Based on aggregated 13F filings for Q2 2025.