AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
56 hedge funds and large institutions have $125M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 72.18% → 72.17% (-0.01%)
8% less funds holding
Funds holding: 61 → 56 (-5)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
64% less capital invested
Capital invested by funds: $350M → $125M (-$225M)
65% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.5M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$589K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$424K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$352K |
| 5 |
JP Morgan Chase
New York
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$212M |
| 2 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$3.25M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.12M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.05M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$679K |
JULW Hedge Fund Activity: Q1 2025 in Review
56 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2025, worth a combined $125M — down 64% from $350M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JULW and 6 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 8 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $1.5M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $212M sold.
- 56 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2025, down from 61 in Q4 2024.
- Funds reported $125M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2025, down 64% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2025 and 9 closed out, a net change of -3 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2025 was Cetera Investment Advisers, an estimated $1.5M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2025 was Koshinski Asset Management, an estimated $212M sold.
Based on aggregated 13F filings for Q1 2025.