We are live on ! Find out more
JULW icon

AllianzIM U.S. Equity Buffer20 Jul ETF

70 hedge funds and large institutions have $212M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% more ownership

Funds ownership: 71.78%71.81% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $219M → $212M (-$7.43M)

7% less funds holding

Funds holding: 7570 (-5)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

60% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 35

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
14
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stirlingshire Investments
New York
$408K +$25.2K +642 +7%
EWM
52
Elevation Wealth Management
Minnesota
$375K -$19.6K -500 -5%
MFG
53
Merit Financial Group
Georgia
$366K +$53.1K +1,354 +17%
HWM
54
HB Wealth Management
Georgia
$363K
FFA
55
Farther Finance Advisors
California
$322K
SB
56
Strategic Blueprint
Georgia
$306K -$45.1K -1,150 -13%
MIAS
57
Mason Investment Advisory Services
Virginia
$298K
BWM
58
BCGM Wealth Management
Indiana
$212K
DFA
59
DHJJ Financial Advisors
Illinois
$173K -$62.3K -1,590 -26%
Q1WB
60
Quest 10 Wealth Builders
Virginia
$144K -$4.86K -124 -3%
AF
61
Advisornet Financial
Minnesota
$134K
Barclays
62
Barclays
United Kingdom
$123K +$99.9K +2,549 +403%
NA
63
Networth Advisors
Pennsylvania
$118K -$10.7K -274 -8%
NB
64
NBT Bank
New York
$102K
CFD
65
Creative Financial Designs
Indiana
$45.3K
GM
66
GeoWealth Management
Illinois
$42.4K
DJSG
67
D.J. St. Germain
Massachusetts
$33.5K +$33.8K +862 New
GWM
68
Geneos Wealth Management
Colorado
$15.2K
HFS
69
Hantz Financial Services
Michigan
$6K +$6.04K +154 New
Morgan Stanley
70
Morgan Stanley
New York
$2.83K
DAS
71
Diversify Advisory Services
Utah
-$1.4M -35,600 Closed
GS
72
GTS Securities
New York
-$641K -16,393 Closed
PAS
73
Park Avenue Securities
New York
-$339K -8,654 Closed
CAG
74
Csenge Advisory Group
Florida
-$258K -6,605 Closed
HF
75
HRT Financial
New York
-$246K -6,305 Closed

JULW Hedge Fund Activity: Q1 2026 in Review

70 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2026, worth a combined $212M — down 3.4% from $219M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of JULW and 6 opened new positions — a net loss of 3 holders — while 35 trimmed existing stakes and 14 added.

The largest buyer was Allianz, adding an estimated $5.19M. The largest seller was Lloyd Advisory Services, cutting an estimated $10.9M.

  • 70 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2026, down from 75 in Q4 2025.
  • Funds reported $212M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2026, down 3.4% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2026 and 9 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2026 was Allianz, an estimated $5.19M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2026 was Lloyd Advisory Services, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2026.