AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
14 hedge funds and large institutions have $15.3M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2022 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 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
21.64% more ownership
Funds ownership: 56.12% → 77.76% (+22%)
17% more funds holding
Funds holding: 12 → 14 (+2)
8% more capital invested
Capital invested by funds: $14.2M → $15.3M (+$1.08M)
33% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.94M |
| 2 |
NFG
Nations Financial Group
Cedar Rapids,
Iowa
|
+$800K |
| 3 |
CAG
Compass Advisory Group
Melville,
New York
|
+$276K |
| 4 |
Jane Street
New York
|
+$185K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$180K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$965K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$536K |
| 3 |
Goldman Sachs
New York
|
-$445K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$123K |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$97.1K |
JULW Hedge Fund Activity: Q1 2022 in Review
14 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2022, worth a combined $15.3M — up 7.6% from $14.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JULW positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 6 trimmed.
The largest buyer was IFP Advisors, opening a new position worth an estimated $1.94M. The largest seller was Allianz Investment Management US, cutting an estimated $965K.
- 14 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2022, up from 12 in Q4 2021.
- Funds reported $15.3M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2022, up 7.6% quarter-over-quarter.
- 3 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2022 and 1 closed out, a net change of +2 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2022 was IFP Advisors, an estimated $1.94M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2022 was Allianz Investment Management US, an estimated $965K sold.
Based on aggregated 13F filings for Q1 2022.