AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
10 hedge funds and large institutions have $32.2M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
67% more funds holding
Funds holding: 6 → 10 (+4)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less capital invested
Capital invested by funds: $33.9M → $32.2M (-$1.67M)
139.04% less ownership
Funds ownership: 213.65% → 74.61% (-139%)
Top Buyers
Top Sellers
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$5.34M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAG
1
Compass Advisory Group
Melville,
New York
| $21.2M | +$1.66M | +62,430 | +8% |
|
|
AIMU
2
Allianz Investment Management US
Minneapolis,
Minnesota
| $6.3M | -$5.34M | -200,500 | -46% |
|
|
CA
3
Corrado Advisors
Ramsey,
New Jersey
| $1.8M | -$20.9K | -786 | -1% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $925K | +$582K | +21,883 | +168% |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $722K | +$725K | +27,242 | New |
|
6
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $510K | +$109K | +4,092 | +27% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $441K | +$442K | +16,627 | New |
|
|
T
8
TRUADVICE
Sarasota,
Florida
| $260K | – | – | – |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $84.1K | +$84.4K | +3,172 | New |
|
10
UBS Group
Zurich,
Switzerland
| $1K | +$1.49K | +56 | New |
|
JULW Hedge Fund Activity: Q3 2021 in Review
10 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q3 2021, worth a combined $32.2M — down 4.9% from $33.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JULW positions and 0 closed out — a net gain of 4 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Compass Advisory Group, adding an estimated $1.66M. The largest seller was Allianz Investment Management US, cutting an estimated $5.34M.
- 10 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q3 2021, up from 6 in Q2 2021.
- Funds reported $32.2M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q3 2021, down 4.9% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q3 2021 and 0 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q3 2021 was Compass Advisory Group, an estimated $1.66M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q3 2021 was Allianz Investment Management US, an estimated $5.34M sold.
Based on aggregated 13F filings for Q3 2021.