AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
56 hedge funds and large institutions have $193M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 2 closing their positions.
700% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 2
33% more funds holding
Funds holding: 42 → 56 (+14)
8% more capital invested
Capital invested by funds: $178M → $193M (+$15M)
0.08% less ownership
Funds ownership: 83.18% → 83.1% (-0.08%)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.52M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$2.13M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.92M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.05M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$842K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$7.24M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
-$3.52M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.15M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$889K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$831K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $29.5K | +$28.5K | +946 | New |
|
|
NS
52
NBC Securities
Birmingham,
Alabama
| $21K | – | – | – |
|
|
TVAMP
53
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| $15.6K | +$15K | +500 | New |
|
|
TAM
54
Tucker Asset Management
Littleton,
Colorado
| $12.4K | +$12K | +399 | New |
|
|
IA
55
IFP Advisors
Tampa,
Florida
| $11.7K | – | – | – |
|
|
OLVIG
56
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $9.67K | -$692 | -23 | -7% |
|
|
RWPA
57
Richard W. Paul & Associates
Novi,
Michigan
| $3.71K | +$662 | +22 | +23% |
|
58
Citadel Advisors
Miami,
Florida
| – | -$644K | -21,907 | Closed |
|
|
IPW
59
Impact Partnership Wealth
Marietta,
Georgia
| – | -$101K | -3,451 | Closed |
|
JULW Hedge Fund Activity: Q4 2023 in Review
56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2023, worth a combined $193M — up 8.4% from $178M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JULW positions and 2 closed out — a net gain of 14 holders — while 12 added to existing stakes and 18 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.52M. The largest seller was Osaic Holdings, cutting an estimated $7.24M.
- 56 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2023, up from 42 in Q3 2023.
- Funds reported $193M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2023, up 8.4% quarter-over-quarter.
- 16 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2023 and 2 closed out, a net change of +14 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2023 was AE Wealth Management, an estimated $6.52M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2023 was Osaic Holdings, an estimated $7.24M sold.
Based on aggregated 13F filings for Q4 2023.