AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
43 hedge funds and large institutions have $104M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 7 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
57% more capital invested
Capital invested by funds: $66M → $104M (+$37.7M)
23% more funds holding
Funds holding: 35 → 43 (+8)
41.43% less ownership
Funds ownership: 115.27% → 73.84% (-41%)
53% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$32.7M |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$7.48M |
| 3 |
FWM
FSR Wealth Management
Elmhurst,
Illinois
|
+$3.92M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.71M |
| 5 |
FI
FWG Investments
Lexington,
Kentucky
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
-$7.26M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.16M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.75M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$2.53M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$909K |
JULU Hedge Fund Activity: Q3 2025 in Review
43 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q3 2025, worth a combined $104M — up 57% from $66M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JULU positions and 7 closed out — a net gain of 8 holders — while 8 added to existing stakes and 17 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $32.7M. The largest seller was Transcendent Capital Group, cutting an estimated $7.26M.
- 43 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q3 2025, up from 35 in Q2 2025.
- Funds reported $104M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q3 2025, up 57% quarter-over-quarter.
- 15 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q3 2025 and 7 closed out, a net change of +8 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q3 2025 was AE Wealth Management, an estimated $32.7M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q3 2025 was Transcendent Capital Group, an estimated $7.26M sold.
Based on aggregated 13F filings for Q3 2025.