AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF
JULU
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.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
19% more funds holding
Funds holding: 43 → 51 (+8)
17% more capital invested
Capital invested by funds: $104M → $121M (+$17.8M)
10.91% more ownership
Funds ownership: 73.84% → 84.75% (+11%)
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: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$8.33M |
| 2 |
SW
SMART Wealth
Omaha,
Nebraska
|
+$2.34M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.65M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$882K |
| 5 |
GRR
Golden Reserve Retirement
Dublin,
Ohio
|
+$585K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCG
Transcendent Capital Group
Edmond,
Oklahoma
|
-$822K |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$437K |
| 3 |
UFF
USA Financial Formulas
Ada,
Michigan
|
-$426K |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$304K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$292K |
JULU Hedge Fund Activity: Q4 2025 in Review
51 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) for Q4 2025, worth a combined $121M — up 17% from $104M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new JULU positions and 2 closed out — a net gain of 9 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Allianz Investment Management US, adding an estimated $8.33M. The largest seller was Transcendent Capital Group, cutting an estimated $822K.
- 51 institutional investors held AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF (JULU) as of Q4 2025, up from 43 in Q3 2025.
- Funds reported $121M of AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF stock for Q4 2025, up 17% quarter-over-quarter.
- 11 funds opened new AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF positions in Q4 2025 and 2 closed out, a net change of +9 holders.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF buyer in Q4 2025 was Allianz Investment Management US, an estimated $8.33M added.
- The largest AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF seller in Q4 2025 was Transcendent Capital Group, an estimated $822K sold.
Based on aggregated 13F filings for Q4 2025.