AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
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.
0.03% more ownership
Funds ownership: 71.78% → 71.81% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $219M → $212M (-$7.43M)
7% less funds holding
Funds holding: 75 → 70 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
A
Allianz
Munich,
Germany
|
+$5.19M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$4.58M |
| 3 |
AIM
Advyzon Investment Management
Lisle,
Illinois
|
+$2.52M |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$1.75M |
| 5 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$10.9M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.49M |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
-$1.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$943K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
76
Simplicity Wealth
Summit,
New Jersey
| – | -$239K | -6,106 | Closed |
|
77
JP Morgan Chase
New York
| – | -$116K | -2,960 | Closed |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| – | -$25.4K | -648 | Closed |
|
79
UBS Group
Zurich,
Switzerland
| – | -$548 | -14 | 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.