AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
61 hedge funds and large institutions have $350M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 16 closing their positions.
61% more capital invested
Capital invested by funds: $217M → $350M (+$132M)
1.14% more ownership
Funds ownership: 71.04% → 72.18% (+1.1%)
13% less funds holding
Funds holding: 70 → 61 (-9)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
69% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$944K |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$635K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$564K |
| 4 |
Jane Street
New York
|
+$545K |
| 5 |
LPL Financial
San Diego,
California
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$46.4M |
| 2 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$9.71M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$8.1M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$4.8M |
| 5 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$4.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4.77K | -138 | Closed |
|
|
RWPA
77
Richard W. Paul & Associates
Novi,
Michigan
| – | -$3.73K | -108 | Closed |
|
JULW Hedge Fund Activity: Q4 2024 in Review
61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2024, worth a combined $350M — up 61% from $217M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of JULW and 9 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 9 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $944K. The largest seller was AE Wealth Management, cutting an estimated $46.4M.
- 61 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2024, down from 70 in Q3 2024.
- Funds reported $350M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2024, up 61% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2024 and 16 closed out, a net change of -7 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $944K added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2024 was AE Wealth Management, an estimated $46.4M sold.
Based on aggregated 13F filings for Q4 2024.