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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$41.9M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$7.71M |
| 3 |
AAM
American Asset Management
Boca Raton,
Florida
|
+$5.33M |
| 4 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$3.95M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.99M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$957K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$776K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$709K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$629K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
51
Steward Partners Investment Advisory
New York
| $22.7K | +$22.3K | +680 | New |
|
|
CAS
52
Coppell Advisory Solutions
Coppell,
Texas
| $4.76K | +$4.7K | +143 | New |
|
|
RWPA
53
Richard W. Paul & Associates
Novi,
Michigan
| $3.43K | +$3.38K | +103 | New |
|
|
FHC
54
First Heartland Consultants
Lake St. Louis,
Missouri
| $207 | -$13.3K | -405 | -6% |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$957K | -29,332 | Closed |
|
|
LNC
56
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$709K | -21,733 | Closed |
|
|
57
MML Investors Services
Springfield,
Massachusetts
| – | -$629K | -19,291 | Closed |
|
58
Jane Street
New York
| – | -$544K | -16,674 | Closed |
|
|
HF
59
HRT Financial
New York
| – | -$331K | -10,179 | Closed |
|
60
JP Morgan Chase
New York
| – | -$331K | -10,137 | Closed |
|
|
TSS
61
Two Sigma Securities
New York
| – | -$271K | -8,309 | Closed |
|
|
SIS
62
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$5.32K | -163 | Closed |
|
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.