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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

61 hedge funds and large institutions have $350M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $217M → $350M (+$132M)

1.14% more ownership

Funds ownership: 71.04% → 72.18% (+1.1%)

13% less funds holding

Funds holding: 70 → 61 (-9)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

Holders
61
Holders Change
-9
Holders Change %
-12.86%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
9
Increased
9
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$944K
2
ECA
Elevated Capital Advisors
Utah
+$635K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$564K
4
Jane Street
Jane Street
New York
+$545K
5
LPL Financial
LPL Financial
California
+$492K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$46.4M
2
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$9.71M
3
LAS
Lloyd Advisory Services
Georgia
-$8.1M
4
SB
Strategic Blueprint
Georgia
-$4.8M
5
OWA
Outlook Wealth Advisors
Texas
-$4.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$738K +$1.26K +36 +0.2%
CPA
27
Clear Point Advisors
New York
$649K – – –
GFG
28
Grantvest Financial Group
New Jersey
$648K +$646K +18,476 New
SWM
29
Spire Wealth Management
Virginia
$618K +$105 +3 +0%
WG
30
Wealth Group
North Carolina
$613K -$66.1K -1,891 -10%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$603K +$873 +25 +0.1%
IA
32
IFP Advisors
Florida
$564K – – –
Jane Street
33
Jane Street
New York
$547K +$545K +15,605 New
AFS
34
Access Financial Services
Minnesota
$484K -$134K -3,830 -22%
RA
35
RFG Advisory
Alabama
$436K – – –
RCM
36
Riggs Capital Management
Utah
$394K +$393K +11,249 New
PA
37
PFG Advisors
Arizona
$385K – – –
HWM
38
HB Wealth Management
Georgia
$328K – – –
GM
39
GeoWealth Management
Illinois
$319K -$505K -14,452 -61%
HAS
40
HBW Advisory Services
California
$305K -$157K -4,484 -34%
PAS
41
Park Avenue Securities
New York
$303K – – –
AWM
42
Accurate Wealth Management
Florida
$293K – – –
FFA
43
Farther Finance Advisors
California
$290K -$190K -5,440 -40%
DFA
44
DHJJ Financial Advisors
Illinois
$268K -$8.38K -240 -3%
AWM
45
AE Wealth Management
Kansas
$264K -$46.4M -1,327,771 -99%
FHC
46
First Heartland Consultants
Missouri
$224K -$4.96K -142 -2%
MML Investors Services
47
MML Investors Services
Massachusetts
$205K -$3.91K -112 -2%
MC
48
Moors & Cabot
Massachusetts
$202K -$175K -5,000 -47%
AIMU
49
Allianz Investment Management US
Minnesota
$175K – – –
AF
50
Advisornet Financial
Minnesota
$121K – – –
1
2
3 4

JULW Hedge Fund Activity: Q4 2024 in Review

61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2024, worth a combined $350M — up 61% from $217M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JULW and 9 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 9 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $944K. The largest seller was AE Wealth Management, cutting an estimated $46.4M.

  • 61 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2024, down from 70 in Q3 2024.
  • Funds reported $350M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2024, up 61% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2024 and 16 closed out, a net change of -7 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $944K added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2024 was AE Wealth Management, an estimated $46.4M sold.

Based on aggregated 13F filings for Q4 2024.