AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
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.
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: 14 → 24 (+10)
25.71% less ownership
Funds ownership: 112.2% → 86.49% (-26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$30.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$18.8M |
| 3 |
WP
WealthSource Partners
San Luis Obispo,
California
|
+$3.91M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.04M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$4.16M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$199K |
| 3 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$2K |
JULW Hedge Fund Activity: Q3 2022 in Review
24 of the 5,828 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.