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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

70 hedge funds and large institutions have $217M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

32% more funds holding

Funds holding: 53 → 70 (+17)

25% more capital invested

Capital invested by funds: $174M → $217M (+$43.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

48.21% less ownership

Funds ownership: 119.25% → 71.04% (-48%)

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
22
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$9.48M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.83M
3
KCM
Kaye Capital Management
California
+$3.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.72M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.3M

Top Sellers

Rank Fund Capital Flow
1
SB
Strategic Blueprint
Georgia
-$1.15M
2
CAG
Csenge Advisory Group
Florida
-$630K
3
CF
Centaurus Financial
California
-$497K
4
PIS
POM Investment Strategies
North Carolina
-$419K
5
OMC
Old Mission Capital
Illinois
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.14M +$1.11M +32,904 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$969K +$302K +8,941 +47%
NFG
28
Nations Financial Group
Iowa
$934K -$6.17K -183 -0.7%
FFN
29
Focus Financial Network
Minnesota
$901K +$96.5K +2,862 +12%
CRWM
30
Castle Rock Wealth Management
California
$880K +$863K +25,571 New
GM
31
GeoWealth Management
Illinois
$813K -$287K -8,513 -27%
OMC
32
Old Mission Capital
Illinois
$741K -$363K -10,766 -33%
HI
33
Harbour Investments
Wisconsin
$726K +$352K +10,449 +99%
SW
34
SMART Wealth
Nebraska
$676K +$660K +19,574 New
WG
35
Wealth Group
North Carolina
$669K – – –
CPA
36
Clear Point Advisors
New York
$640K – – –
BOSSRA
37
B.O.S.S. Retirement Advisors
Utah
$618K +$252K +7,480 +72%
AFS
38
Access Financial Services
Minnesota
$609K +$595K +17,643 New
SWM
39
Spire Wealth Management
Virginia
$608K +$594K +17,616 New
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$593K +$6.34K +188 +1%
IA
41
IFP Advisors
Florida
$555K – – –
FFA
42
Farther Finance Advisors
California
$473K +$279K +8,258 +152%
HAS
43
HBW Advisory Services
California
$456K +$445K +13,195 New
RA
44
RFG Advisory
Alabama
$429K -$85.9K -2,547 -17%
BWM
45
BCGM Wealth Management
Indiana
$381K +$372K +11,017 New
PA
46
PFG Advisors
Arizona
$379K +$66.1K +1,960 +22%
MC
47
Moors & Cabot
Massachusetts
$371K +$155K +4,600 +75%
HWM
48
HB Wealth Management
Georgia
$323K – – –
PAS
49
Park Avenue Securities
New York
$299K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$293K +$286K +8,469 New
1
2
3

JULW Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q3 2024, worth a combined $217M — up 25% from $174M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JULW positions and 2 closed out — a net gain of 17 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $9.48M. The largest seller was Strategic Blueprint, cutting an estimated $1.15M.

  • 70 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $217M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 19 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q3 2024 and 2 closed out, a net change of +17 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q3 2024 was Mid-American Wealth Advisory Group, an estimated $9.48M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q3 2024 was Strategic Blueprint, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2024.