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AllianzIM U.S. Equity Buffer20 Jul ETF

24 hedge funds and large institutions have $88M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

251% more capital invested

Capital invested by funds: $25M → $88M (+$62.9M)

71% more funds holding

Funds holding: 1424 (+10)

25.71% less ownership

Funds ownership: 112.2%86.49% (-26%)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$29.6M +$30.8M +1,147,845 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$21.6M +$18.8M +700,801 +508%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.55M +$3.04M +113,173 +178%
APA
4
American Portfolios Advisors
New York
$4.27M +$1.52M +56,666 +52%
WP
5
WealthSource Partners
California
$3.75M +$3.91M +145,757 New
CAN
6
Cetera Advisor Networks
California
$3.59M +$1.36M +50,530 +57%
SB
7
Strategic Blueprint
Georgia
$3.25M +$1.21M +45,235 +56%
KAS
8
Kestra Advisory Services
Texas
$2.82M +$2.36M +87,870 +409%
CA
9
Cetera Advisors
Colorado
$2.25M +$2.34M +87,201 New
IA
10
IFP Advisors
Florida
$2.03M +$237K +8,847 +12%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.52M +$386K +14,390 +32%
CA
12
Corrado Advisors
New Jersey
$1.41M -$199K -7,409 -12%
LAS
13
Lloyd Advisory Services
Georgia
$1.32M +$1.38M +51,271 New
CAG
14
Compass Advisory Group
New York
$1.12M +$19.5K +727 +2%
NFG
15
Nations Financial Group
Iowa
$1.1M +$19K +708 +2%
Jane Street
16
Jane Street
New York
$916K +$954K +35,562 New
AIMU
17
Allianz Investment Management US
Minnesota
$824K -$4.16M -155,000 -83%
LNC
18
Lincoln National Corp
Pennsylvania
$632K +$658K +24,536 New
CBFP
19
Cedar Brook Financial Partners
Ohio
$451K +$469K +17,501 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$407K +$424K +15,798 New
DFA
21
DHJJ Financial Advisors
Illinois
$307K +$319K +11,905 New
AWA
22
Arete Wealth Advisors
Illinois
$206K +$215K +8,000 New
AF
23
Advisornet Financial
Minnesota
$26K
Bank of America
24
Bank of America
North Carolina
$20K +$20.8K +774 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
-$2K -75 Closed

JULW Hedge Fund Activity: Q3 2022 in Review

24 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q3 2022, worth a combined $88M — up 251% from $25M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JULW positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 2 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $30.8M. The largest seller was Allianz Investment Management US, cutting an estimated $4.16M.

  • 24 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q3 2022, up from 14 in Q2 2022.
  • Funds reported $88M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q3 2022, up 251% quarter-over-quarter.
  • 11 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q3 2022 and 1 closed out, a net change of +10 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q3 2022 was AE Wealth Management, an estimated $30.8M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q3 2022 was Allianz Investment Management US, an estimated $4.16M sold.

Based on aggregated 13F filings for Q3 2022.