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AllianzIM US Large Cap Buffer20 Jul ETF
JULW

Overview Fund Activity

54 hedge funds and large institutions have $143M invested in AllianzIM US Large Cap Buffer20 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
15
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CF
1
Centaurus Financial
California
$9.18M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$16.6M
3
LIWM
3
Long Island Wealth Management
New York
$4.52M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$54M
5
LPL Financial
5
LPL Financial
California
$3.36M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.35M
2
AWS
2
Atria Wealth Solutions
New York
$2.15M
3
WG
3
Wealth Group
North Carolina
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.6K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$54M 1,451,743 +46,802 +3%
Osaic Holdings
2
Osaic Holdings
Arizona
$16.6M 471,651 +85,987 +22%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$10.9M 292,957 +17,241 +6%
CF
4
Centaurus Financial
California
$9.18M 246,993 +117,427 +91%
AAM
5
American Asset Management
Florida
$5.8M 155,968 -912 -0.6%
KAS
6
Kestra Advisory Services
Texas
$5.67M 152,526 +234 +0.2%
LIWM
7
Long Island Wealth Management
New York
$4.52M 121,508 +74,574 +159%
LPL Financial
8
LPL Financial
California
$3.36M 90,519 +25,919 +40%
SB
9
Strategic Blueprint
Georgia
$3.08M 82,839 -7,472 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.6M 69,912 -2,064 -3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.35M 63,237 -42,987 -40%
ECA
12
Elevated Capital Advisors
Utah
$2.23M 64,647 – –
AWS
13
Atria Wealth Solutions
New York
$2.15M 57,863 -19,388 -25%
WFS
14
WealthGarden F.S.
California
$1.89M 50,398 -1,439 -3%
CAG
15
Compass Advisory Group
New York
$1.73M 46,441 – –
DAS
16
Diversify Advisory Services
Utah
$1.42M 37,501 – –
Raymond James Financial
17
Raymond James Financial
Florida
$1.42M 38,076 +4,551 +14%
HI
18
Harbour Investments
Wisconsin
$1.09M 29,343 +7,617 +35%
FFN
19
Focus Financial Network
Minnesota
$1.06M 28,459 +3,317 +13%
IA
20
IFP Advisors
Florida
$969K 26,067 – –
GI
21
Gradient Investments
Minnesota
$953K 25,641 +25,641 New
CRWM
22
Castle Rock Wealth Management
California
$934K 24,919 -493 -2%
GFG
23
Grantvest Financial Group
New Jersey
$685K 18,437 -39 -0.2%
NFG
24
Nations Financial Group
Iowa
$657K 17,672 -565 -3%
CPA
25
Clear Point Advisors
New York
$639K 17,194 – –
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