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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$9.48M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$5.83M |
| 3 |
KCM
Kaye Capital Management
El Segundo,
California
|
+$3.12M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.72M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$1.15M |
| 2 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$630K |
| 3 |
CF
Centaurus Financial
Anaheim,
California
|
-$497K |
| 4 |
PIS
POM Investment Strategies
Raleigh,
North Carolina
|
-$419K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$363K |
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.