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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

53 hedge funds and large institutions have $174M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

54% more capital invested

Capital invested by funds: $113M → $174M (+$60.8M)

45.2% more ownership

Funds ownership: 74.05% → 119.25% (+45%)

13% more funds holding

Funds holding: 47 → 53 (+6)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
13
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$41.9M
2
LAS
Lloyd Advisory Services
Georgia
+$7.71M
3
AAM
American Asset Management
Florida
+$5.33M
4
OWA
Outlook Wealth Advisors
Texas
+$3.95M
5
GLR
Great Lakes Retirement
Ohio
+$1.5M

Top Sellers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
-$1.99M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$957K
3
OMC
Old Mission Capital
Illinois
-$776K
4
LNC
Lincoln National Corp
Pennsylvania
-$709K
5
MML Investors Services
MML Investors Services
Massachusetts
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$637K +$628K +19,110 New
CAG
27
Csenge Advisory Group
Florida
$630K +$261K +7,930 +72%
CPA
28
Clear Point Advisors
New York
$617K – – –
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$565K +$125K +3,808 +29%
IA
30
IFP Advisors
Florida
$535K +$516K +15,698 +4,175%
RA
31
RFG Advisory
Alabama
$499K -$9.92K -302 -2%
PIS
32
POM Investment Strategies
North Carolina
$419K +$414K +12,593 New
HI
33
Harbour Investments
Wisconsin
$352K +$29.5K +898 +9%
BOSSRA
34
B.O.S.S. Retirement Advisors
Utah
$347K +$342K +10,412 New
HWM
35
HB Wealth Management
Georgia
$312K – – –
PA
36
PFG Advisors
Arizona
$301K +$297K +9,027 New
PAS
37
Park Avenue Securities
New York
$288K +$284K +8,654 New
AWM
38
Accurate Wealth Management
Florida
$284K +$44.3K +1,350 +19%
DFA
39
DHJJ Financial Advisors
Illinois
$282K -$15.3K -465 -5%
KFG
40
Kingdom Financial Group
Arizona
$251K +$247K +7,533 New
LOIP
41
Live Oak Investment Partners
Texas
$218K – – –
MC
42
Moors & Cabot
Massachusetts
$205K – – –
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$204K +$199K +6,060 New
FFA
44
Farther Finance Advisors
California
$182K – – –
AIMU
45
Allianz Investment Management US
Minnesota
$166K – – –
AF
46
Advisornet Financial
Minnesota
$115K – – –
UBS Group
47
UBS Group
Switzerland
$69.5K +$4.21K +128 +7%
Morgan Stanley
48
Morgan Stanley
New York
$55K – – –
PA
49
Pineridge Advisors
Missouri
$43.1K +$28.9K +880 +213%
NS
50
NBC Securities
Alabama
$23K – – –
1
2
3

JULW Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q2 2024, worth a combined $174M — up 54% from $113M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new JULW positions and 8 closed out — a net gain of 9 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $41.9M. The largest seller was Centaurus Financial, cutting an estimated $1.99M.

  • 53 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q2 2024, up from 47 in Q1 2024.
  • Funds reported $174M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q2 2024, up 54% quarter-over-quarter.
  • 17 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q2 2024 and 8 closed out, a net change of +9 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q2 2024 was AE Wealth Management, an estimated $41.9M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q2 2024 was Centaurus Financial, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2024.