AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
47 hedge funds and large institutions have $113M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 14 closing their positions.
9.06% less ownership
Funds ownership: 83.1% → 74.05% (-9.1%)
16% less funds holding
Funds holding: 56 → 47 (-9)
41% less capital invested
Capital invested by funds: $193M → $113M (-$79.6M)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
67% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.38M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.55M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$549K |
| 4 |
IW
Imprint Wealth
Mount Pleasant,
South Carolina
|
+$353K |
| 5 |
LPL Financial
San Diego,
California
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$59.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.79M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
-$3.91M |
| 4 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$3.77M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$3.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OWA
51
Outlook Wealth Advisors
Shenandoah,
Texas
| – | -$1.6M | -51,156 | Closed |
|
|
AWA
52
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$1.29M | -41,264 | Closed |
|
|
GLR
53
Great Lakes Retirement
Sandusky,
Ohio
| – | -$780K | -25,005 | Closed |
|
|
WP
54
WealthPLAN Partners
Omaha,
Nebraska
| – | -$572K | -18,349 | Closed |
|
55
Koshinski Asset Management
Decatur,
Illinois
| – | -$353K | -11,330 | Closed |
|
|
AAS
56
Avantax Advisory Services
Dallas,
Texas
| – | -$229K | -7,324 | Closed |
|
|
KWA
57
Kingswood Wealth Advisors
San Diego,
California
| – | -$221K | -7,075 | Closed |
|
|
TVAMP
58
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| – | -$15.6K | -500 | Closed |
|
|
TAM
59
Tucker Asset Management
Littleton,
Colorado
| – | -$12.4K | -399 | Closed |
|
|
OLVIG
60
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$9.67K | -310 | Closed |
|
|
RWPA
61
Richard W. Paul & Associates
Novi,
Michigan
| – | -$3.71K | -119 | Closed |
|
JULW Hedge Fund Activity: Q1 2024 in Review
47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2024, worth a combined $113M — down 41% from $193M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of JULW and 6 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 8 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $3.38M. The largest seller was AE Wealth Management, cutting an estimated $59.1M.
- 47 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $113M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2024, down 41% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2024 and 14 closed out, a net change of -8 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.38M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2024 was AE Wealth Management, an estimated $59.1M sold.
Based on aggregated 13F filings for Q1 2024.