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JULU

AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF

54 hedge funds and large institutions have $114M invested in AllianzIM U.S. Equity Buffer15 Uncapped Jul ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

6% more funds holding

Funds holding: 5154 (+3)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.42% less ownership

Funds ownership: 84.75%81.33% (-3.4%)

6% less capital invested

Capital invested by funds: $121M → $114M (-$7.14M)

29% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 21

Holders
54
Holders Change
+3
Holders Change %
+5.88%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
8
Increased
15
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$43M +$362K +12,253 +0.8%
A
2
Allianz
Germany
$11.4M +$11.6M +392,822 +7,856%
SA
3
Sanctuary Advisors
Indiana
$7.52M -$3.32M -112,449 -30%
AWA
4
Authentikos Wealth Advisory
California
$7.03M -$247K -8,365 -3%
RA
5
RFG Advisory
Alabama
$5.55M +$81.3K +2,751 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.85M -$33K -1,118 -0.7%
FWM
7
FSR Wealth Management
Illinois
$3.87M -$29.7K -1,006 -0.7%
SI
8
Stephens Inc
Arkansas
$3.29M -$13.3K -450 -0.4%
PIS
9
POM Investment Strategies
North Carolina
$2.96M +$3.07M +103,778 New
SW
10
SMART Wealth
Nebraska
$2.15M -$117K -3,951 -5%
UFF
11
USA Financial Formulas
Michigan
$1.88M -$116K -3,931 -6%
FI
12
FWG Investments
Kentucky
$1.69M +$26.7K +905 +2%
OWA
13
Outlook Wealth Advisors
Texas
$1.67M -$1.72M -58,096 -50%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.61M -$36.1K -1,222 -2%
GRR
15
Golden Reserve Retirement
Ohio
$1.2M +$229K +7,763 +23%
FA
16
FSA Advisors
Michigan
$1.13M +$137K +4,625 +13%
IWMO
17
Integrated Wealth Management (Ohio)
Ohio
$1.08M +$118K +4,005 +12%
NA
18
Networth Advisors
Pennsylvania
$941K +$414 +14 +0%
CAG
19
Csenge Advisory Group
Florida
$857K +$35.3K +1,195 +4%
AWMI
20
Aegis Wealth Management (Iowa)
Iowa
$715K +$4.4K +149 +0.6%
HBS
21
Howard Bailey Securities
Indiana
$683K -$11.6K -394 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$638K -$952K -32,202 -59%
NIA
23
NBZ Investment Advisors
Tennessee
$584K
ECA
24
Elevated Capital Advisors
Utah
$572K +$592K +20,036 New
Q1WB
25
Quest 10 Wealth Builders
Virginia
$566K +$10.5K +356 +2%