AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
39 hedge funds and large institutions have $68.7M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 21 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
15% more funds holding
Funds holding: 34 → 39 (+5)
0.64% less ownership
Funds ownership: 79.88% → 79.24% (-0.64%)
32% less capital invested
Capital invested by funds: $101M → $68.7M (-$32.8M)
76% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.29M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.26M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$457K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$325K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$2.56M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$2.05M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.66M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$1.64M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.33M |
JULW Hedge Fund Activity: Q1 2023 in Review
39 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2023, worth a combined $68.7M — down 32% from $101M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JULW positions and 3 closed out — a net gain of 5 holders — while 5 added to existing stakes and 21 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.29M. The largest seller was WealthSource Partners, cutting an estimated $2.56M.
- 39 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2023, up from 34 in Q4 2022.
- Funds reported $68.7M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2023, down 32% quarter-over-quarter.
- 8 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2023 and 3 closed out, a net change of +5 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2023 was LPL Financial, an estimated $1.29M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2023 was WealthSource Partners, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2023.