AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
75 hedge funds and large institutions have $219M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
9% more funds holding
Funds holding: 69 → 75 (+6)
4% more ownership
Funds ownership: 67.79% → 71.78% (+4%)
3% more capital invested
Capital invested by funds: $213M → $219M (+$5.69M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
55% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$3.49M |
| 2 |
BW
BIP Wealth
Atlanta,
Georgia
|
+$2.62M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$2.61M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$2.39M |
| 5 |
LPL Financial
San Diego,
California
|
+$2.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.65M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.63M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.36M |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$2.71M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$2.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GI
76
Gradient Investments
Arden Hills,
Minnesota
| – | -$844K | -21,969 | Closed |
|
77
Citadel Advisors
Miami,
Florida
| – | -$518K | -13,497 | Closed |
|
78
Goldman Sachs
New York
| – | -$359K | -9,349 | Closed |
|
|
CPRC
79
Consolidated Portfolio Review Corp
Woodbury,
New York
| – | -$321K | -8,364 | Closed |
|
|
FHC
80
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$319K | -8,301 | Closed |
|
|
AWM
81
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$302K | -7,876 | Closed |
|
|
FWM
82
FSR Wealth Management
Elmhurst,
Illinois
| – | -$260K | -6,759 | Closed |
|
|
DRP
83
Decker Retirement Planning
Levi,
Utah
| – | -$20.3K | -528 | Closed |
|
|
RWPA
84
Richard W. Paul & Associates
Novi,
Michigan
| – | -$5.76K | -150 | Closed |
|
JULW Hedge Fund Activity: Q4 2025 in Review
75 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2025, worth a combined $219M — up 2.7% from $213M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new JULW positions and 9 closed out — a net gain of 7 holders — while 13 added to existing stakes and 29 trimmed.
The largest buyer was Allianz Investment Management US, adding an estimated $3.49M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.65M.
- 75 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2025, up from 69 in Q3 2025.
- Funds reported $219M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
- 16 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2025 and 9 closed out, a net change of +7 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2025 was Allianz Investment Management US, an estimated $3.49M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $4.65M sold.
Based on aggregated 13F filings for Q4 2025.