AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
57 hedge funds and large institutions have $142M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
13% more capital invested
Capital invested by funds: $125M → $142M (+$16.4M)
2% more funds holding
Funds holding: 56 → 57 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.94% less ownership
Funds ownership: 72.17% → 71.24% (-0.94%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
+$4.12M |
| 2 |
LIWM
Long Island Wealth Management
Melville,
New York
|
+$2.62M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.64M |
| 4 |
LPL Financial
San Diego,
California
|
+$910K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$900K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.51M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$680K |
| 4 |
WG
Wealth Group
Raleigh,
North Carolina
|
-$603K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$415K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| $37.2K | – | – | – |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $25.3K | – | – | – |
|
|
PSFG
53
Park Square Financial Group
Roswell,
Georgia
| $18.4K | – | – | – |
|
|
PA
54
Pineridge Advisors
St. Charles,
Missouri
| $15.4K | – | – | – |
|
55
JP Morgan Chase
New York
| $13.6K | -$338K | -9,625 | -96% |
|
|
MAWAG
56
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| $2.6K | +$2.46K | +70 | New |
|
|
CAWM
57
Capital A Wealth Management
New Castle,
Pennsylvania
| $1.72K | +$1.93K | +55 | New |
|
|
WG
58
Wealth Group
Raleigh,
North Carolina
| – | -$603K | -17,493 | Closed |
|
|
OMC
59
Old Mission Capital
Chicago,
Illinois
| – | -$415K | -12,042 | Closed |
|
|
NS
60
NBC Securities
Birmingham,
Alabama
| – | -$24K | -700 | Closed |
|
|
NMG
61
New Millennium Group
Sandy,
Utah
| – | -$3.03K | -88 | Closed |
|
62
Wells Fargo
San Francisco,
California
| – | -$1.72K | -50 | Closed |
|
|
LRWM
63
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| – | -$724 | -21 | Closed |
|
JULW Hedge Fund Activity: Q2 2025 in Review
57 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q2 2025, worth a combined $142M — up 13% from $125M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JULW positions and 6 closed out — a net gain of 1 holder — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Centaurus Financial, adding an estimated $4.12M. The largest seller was Osaic Holdings, cutting an estimated $2.26M.
- 57 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q2 2025, up from 56 in Q1 2025.
- Funds reported $142M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 7 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q2 2025 and 6 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q2 2025 was Centaurus Financial, an estimated $4.12M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q2 2025 was Osaic Holdings, an estimated $2.26M sold.
Based on aggregated 13F filings for Q2 2025.