AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
12 hedge funds and large institutions have $14.2M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
20% more funds holding
Funds holding: 10 → 12 (+2)
18.49% less ownership
Funds ownership: 74.61% → 56.12% (-18%)
56% less capital invested
Capital invested by funds: $32.2M → $14.2M (-$18.1M)
67% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 6
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.02M |
| 2 |
Jane Street
New York
|
+$754K |
| 3 |
Goldman Sachs
New York
|
+$441K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$66.7K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$56.1K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $6.19M | -$269K | -10,000 | -4% |
|
|
CA
2
Corrado Advisors
Ramsey,
New Jersey
| $1.82M | -$17.2K | -640 | -0.9% |
|
|
CAG
3
Compass Advisory Group
Melville,
New York
| $1.23M | -$20.3M | -754,395 | -94% |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $1.03M | +$1.02M | +37,833 | New |
|
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $1M | +$56.1K | +2,085 | +6% |
|
|
6
Jane Street
New York
| $761K | +$754K | +27,994 | New |
|
|
KAS
7
Kestra Advisory Services
Austin,
Texas
| $669K | -$70.7K | -2,627 | -10% |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $523K | – | – | – |
|
|
9
Goldman Sachs
New York
| $445K | +$441K | +16,375 | New |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $398K | -$53.2K | -1,976 | -12% |
|
|
11
UBS Group
Zurich,
Switzerland
| $69K | +$66.7K | +2,475 | +4,420% |
|
|
APA
12
American Portfolios Advisors
Holbrook,
New York
| $40K | -$45.8K | -1,700 | -54% |
|
|
T
13
TRUADVICE
Sarasota,
Florida
| – | -$260K | -9,615 | Closed |
|
JULW Hedge Fund Activity: Q4 2021 in Review
12 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2021, worth a combined $14.2M — down 56% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JULW positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.02M. The largest seller was Compass Advisory Group, cutting an estimated $20.3M.
- 12 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2021, up from 10 in Q3 2021.
- Funds reported $14.2M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2021, down 56% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2021 and 1 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2021 was Old Mission Capital, an estimated $1.02M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2021 was Compass Advisory Group, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2021.