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AllianzIM U.S. Equity Buffer20 Jul ETF

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: 22 (0)

3% less capital invested

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

7% less funds holding

Funds holding: 7570 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Diversify Wealth Management
Utah
$1.41M +$1.38M +35,101 New
WFS
27
WealthGarden F.S.
California
$1.39M
AWMI
28
Aegis Wealth Management (Iowa)
Iowa
$1.35M +$67.6K +1,724 +5%
IWMO
29
Integrated Wealth Management (Ohio)
Ohio
$1.25M -$56.2K -1,433 -4%
IA
30
IFP Advisors
Florida
$1.22M +$111K +2,837 +10%
LI
31
LifeWealth Investments
Florida
$1.22M -$327K -8,339 -21%
OMC
32
Old Mission Capital
Illinois
$1.16M +$301K +7,689 +34%
CA
33
Centennial Advisors
Texas
$1.13M -$58.1K -1,483 -5%
FTEA
34
Forty-three Eighteen Advisors
Arkansas
$1.08M -$85.4K -2,179 -7%
FFN
35
Focus Financial Network
Minnesota
$1.06M -$1.14K -29 -0.1%
CWS
36
Cypress Wealth Services
California
$1.04M
HI
37
Harbour Investments
Wisconsin
$1.02M -$492K -12,553 -32%
MFN
38
Midwest Financial Network
Illinois
$971K -$200K -5,109 -17%
CRWM
39
Castle Rock Wealth Management
California
$960K
IFG
40
Independent Financial Group
California
$906K +$116K +2,958 +15%
SW
41
SMART Wealth
Nebraska
$765K +$274 +7 +0%
SWM
42
Spire Wealth Management
Virginia
$724K -$423K -10,780 -37%
JPLA
43
Joseph P. Lucia & Associates
New York
$687K -$15.7K -400 -2%
NFG
44
Nations Financial Group
Iowa
$643K -$19.7K -503 -3%
LAS
45
Lloyd Advisory Services
Georgia
$635K -$10.9M -278,722 -94%
KFG
46
Kingdom Financial Group
Arizona
$635K -$56.1K -1,430 -8%
GFG
47
Grantvest Financial Group
New Jersey
$603K -$14.7K -376 -2%
CPA
48
Clear Point Advisors
New York
$598K -$40.2K -1,025 -6%
PA
49
PFG Advisors
Arizona
$563K
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$444K -$943K -24,056 -68%

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.