AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
34 hedge funds and large institutions have $101M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
42% more funds holding
Funds holding: 24 → 34 (+10)
15% more capital invested
Capital invested by funds: $88M → $101M (+$13.5M)
6.61% less ownership
Funds ownership: 86.49% → 79.88% (-6.6%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.86M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.37M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$889K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$788K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$4.82M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.74M |
| 3 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$1.41M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.32M |
| 5 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$720K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $152K | +$151K | +5,651 | New |
|
|
AIMU
27
Allianz Investment Management US
Minneapolis,
Minnesota
| $134K | -$720K | -26,972 | -84% |
|
|
AWM
28
Accurate Wealth Management
Wesley Chapel,
Florida
| $95.8K | +$94K | +3,520 | New |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $26.9K | – | – | – |
|
30
JP Morgan Chase
New York
| $26K | +$25.4K | +950 | New |
|
|
RWPA
31
Richard W. Paul & Associates
Novi,
Michigan
| $1.85K | +$1.84K | +69 | New |
|
32
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$1.44K | +54 | New |
|
33
Wells Fargo
San Francisco,
California
| $807 | +$801 | +30 | New |
|
|
BAM
34
Belpointe Asset Management
Reno,
Nevada
| $349 | +$347 | +13 | New |
|
|
CA
35
Corrado Advisors
Ramsey,
New Jersey
| – | -$1.41M | -54,878 | Closed |
|
|
LAS
36
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$1.32M | -51,271 | Closed |
|
|
AWA
37
Arete Wealth Advisors
Chicago,
Illinois
| – | -$206K | -8,000 | Closed |
|
38
Bank of America
Charlotte,
North Carolina
| – | -$20K | -774 | Closed |
|
JULW Hedge Fund Activity: Q4 2022 in Review
34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2022, worth a combined $101M — up 15% from $88M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JULW positions and 4 closed out — a net gain of 11 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $8.86M. The largest seller was AE Wealth Management, cutting an estimated $4.82M.
- 34 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2022, up from 24 in Q3 2022.
- Funds reported $101M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2022, up 15% quarter-over-quarter.
- 15 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2022 and 4 closed out, a net change of +11 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $8.86M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2022 was AE Wealth Management, an estimated $4.82M sold.
Based on aggregated 13F filings for Q4 2022.