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JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

51 hedge funds and large institutions have $121M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2025 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

19% more funds holding

Funds holding: 4351 (+8)

16% more capital invested

Capital invested by funds: $104M → $121M (+$17.1M)

10.46% more ownership

Funds ownership: 74.29%84.75% (+10%)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
51
Holders Change
+8
Holders Change %
+18.6%
% of All Funds
0.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
16
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$44.4M +$101K +3,420 +0.2%
SA
2
Sanctuary Advisors
Indiana
$11.2M
AIMU
3
Allianz Investment Management US
Minnesota
$8.53M +$8.33M +282,052 +5,641%
AWA
4
Authentikos Wealth Advisory
California
$7.56M -$304K -10,289 -4%
RA
5
RFG Advisory
Alabama
$5.69M -$283K -9,598 -5%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.08M -$292K -9,882 -5%
FWM
7
FSR Wealth Management
Illinois
$4.06M -$61.9K -2,097 -2%
OWA
8
Outlook Wealth Advisors
Texas
$3.46M +$1.65M +55,974 +92%
SI
9
Stephens Inc
Arkansas
$3.44M +$476K +16,117 +16%
LAS
10
Lloyd Advisory Services
Georgia
$2.5M +$882K +29,868 +55%
SW
11
SMART Wealth
Nebraska
$2.36M +$2.34M +79,311 New
UFF
12
USA Financial Formulas
Michigan
$2.08M -$426K -14,420 -17%
FI
13
FWG Investments
Kentucky
$1.73M +$32.3K +1,094 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.71M -$88.5K -3,000 -5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.62M +$216K +7,303 +15%
FA
16
FSA Advisors
Michigan
$1.04M +$51.9K +1,759 +5%
GRR
17
Golden Reserve Retirement
Ohio
$1.02M +$585K +19,836 +137%
IWMO
18
Integrated Wealth Management (Ohio)
Ohio
$1M +$998K +33,805 New
NA
19
Networth Advisors
Pennsylvania
$979K +$972K +32,939 New
CAG
20
Csenge Advisory Group
Florida
$856K +$32.6K +1,106 +4%
AWMI
21
Aegis Wealth Management (Iowa)
Iowa
$740K +$735K +24,894 New
HBS
22
Howard Bailey Securities
Indiana
$723K -$117K -3,972 -14%
JP Morgan Chase
23
JP Morgan Chase
New York
$684K -$23.9K -809 -3%
GFG
24
Grantvest Financial Group
New Jersey
$642K -$27.1K -919 -4%
LI
25
LifeWealth Investments
Florida
$633K -$672K -22,765 -52%