AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
42 hedge funds and large institutions have $178M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 6 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
267% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 6
45% more capital invested
Capital invested by funds: $123M → $178M (+$55.4M)
24% more funds holding
Funds holding: 34 → 42 (+8)
20.17% less ownership
Funds ownership: 103.35% → 83.18% (-20%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$14.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.9M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$7.23M |
| 4 |
CF
Centaurus Financial
Anaheim,
California
|
+$6.13M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$255K |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$82.6K |
| 3 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
-$39.1K |
| 4 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$35.6K |
| 5 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$30.8K |
JULW Hedge Fund Activity: Q3 2023 in Review
42 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q3 2023, worth a combined $178M — up 45% from $123M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JULW positions and 1 closed out — a net gain of 8 holders — while 22 added to existing stakes and 6 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $14.7M. The largest seller was LPL Financial, cutting an estimated $255K.
- 42 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q3 2023, up from 34 in Q2 2023.
- Funds reported $178M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q3 2023, up 45% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q3 2023 and 1 closed out, a net change of +8 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q3 2023 was Osaic Holdings, an estimated $14.7M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q3 2023 was LPL Financial, an estimated $255K sold.
Based on aggregated 13F filings for Q3 2023.