We are live on ! Find out more
JULW icon

AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

70 hedge funds and large institutions have $212M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 71.78% → 71.81% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $219M → $212M (-$7.43M)

7% less funds holding

Funds holding: 75 → 70 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
14
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
A
Allianz
Germany
+$5.19M
2
WIA
World Investment Advisors
California
+$4.58M
3
AIM
Advyzon Investment Management
Illinois
+$2.52M
4
AFP
Ausdal Financial Partners
Iowa
+$1.75M
5
ECA
Elevated Capital Advisors
Utah
+$1.69M

Top Sellers

1
LAS
Lloyd Advisory Services
Georgia
-$10.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.49M
4
DAS
Diversify Advisory Services
Utah
-$1.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$943K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$49.4M -$1.49M -37,928 -3%
AWM
2
AE Wealth Management
Kansas
$31.7M -$354K -9,023 -1%
Osaic Holdings
3
Osaic Holdings
Arizona
$10M -$3.4M -86,852 -25%
LPL Financial
4
LPL Financial
California
$9.83M -$53.3K -1,360 -0.5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$8.87M -$56.4K -1,439 -0.6%
CF
6
Centaurus Financial
California
$7.35M -$462K -11,782 -6%
AAM
7
American Asset Management
Florida
$5.86M -$69.1K -1,762 -1%
KAS
8
Kestra Advisory Services
Texas
$5.7M +$767K +19,556 +15%
A
9
Allianz
Germany
$5.33M +$5.19M +132,398 +2,648%
AIM
10
Advyzon Investment Management
Illinois
$4.95M +$2.52M +64,261 +101%
LIWM
11
Long Island Wealth Management
New York
$4.76M -$5.25K -134 -0.1%
WIA
12
World Investment Advisors
California
$4.53M +$4.58M +116,771 New
Raymond James Financial
13
Raymond James Financial
Florida
$3.81M -$171K -4,373 -4%
ECA
14
Elevated Capital Advisors
Utah
$3.72M +$1.69M +43,167 +82%
GCP
15
Guardian Capital (Pennsylvania)
Pennsylvania
$3.69M +$1.61M +41,165 +76%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$3.15M -$220K -5,617 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.15M +$226K +5,774 +8%
HBS
18
Howard Bailey Securities
Indiana
$3.01M -$143K -3,653 -5%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$2.87M -$514K -13,114 -15%
RA
20
RFG Advisory
Alabama
$2.75M -$341K -8,689 -11%
BW
21
BIP Wealth
Georgia
$2.55M -$78.4K -2,000 -3%
GF
22
GTS Financial
Minnesota
$2.06M +$2.34M +59,754 New
GLR
23
Great Lakes Retirement
Ohio
$2.01M -$228K -5,806 -10%
CAG
24
Compass Advisory Group
New York
$1.78M – – –
AFP
25
Ausdal Financial Partners
Iowa
$1.73M +$1.75M +44,597 New
1
2 3 4

JULW Hedge Fund Activity: Q1 2026 in Review

70 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2026, worth a combined $212M — down 3.4% from $219M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JULW and 6 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 14 added.

The largest buyer was Allianz, adding an estimated $5.19M. The largest seller was Lloyd Advisory Services, cutting an estimated $10.9M.

  • 70 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2026, down from 75 in Q4 2025.
  • Funds reported $212M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2026, down 3.4% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2026 and 9 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2026 was Allianz, an estimated $5.19M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.