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AllianzIM U.S. Equity Buffer20 Jul ETF

34 hedge funds and large institutions have $101M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

42% more funds holding

Funds holding: 2434 (+10)

15% more capital invested

Capital invested by funds: $88M → $101M (+$13.5M)

6.61% less ownership

Funds ownership: 86.49%79.88% (-6.6%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
34
Holders Change
+10
Holders Change %
+41.67%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
8
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$31.5M +$8.86M +331,690 +40%
AWM
2
AE Wealth Management
Kansas
$26M -$4.82M -180,513 -16%
Osaic Holdings
3
Osaic Holdings
Arizona
$12.2M +$7.37M +275,928 +156%
SB
4
Strategic Blueprint
Georgia
$4.97M +$1.57M +58,645 +46%
CAN
5
Cetera Advisor Networks
California
$4.54M +$788K +29,513 +21%
WP
6
WealthSource Partners
California
$3.86M -$55.9K -2,094 -1%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$3.25M +$3.23M +120,959 New
CA
8
Cetera Advisors
Colorado
$2.68M +$329K +12,328 +14%
IA
9
IFP Advisors
Florida
$1.88M -$162K -6,082 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.61M +$23.1K +864 +1%
NFG
11
Nations Financial Group
Iowa
$1.19M +$44.7K +1,673 +4%
KAS
12
Kestra Advisory Services
Texas
$1.19M -$1.74M -65,038 -59%
CAG
13
Compass Advisory Group
New York
$936K -$255K -9,564 -22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$895K +$889K +33,299 New
OMC
15
Old Mission Capital
Illinois
$706K +$701K +26,253 New
LNC
16
Lincoln National Corp
Pennsylvania
$652K -$8.01K -300 -1%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$530K +$104K +3,912 +25%
CBFP
18
Cedar Brook Financial Partners
Ohio
$470K
Jane Street
19
Jane Street
New York
$441K -$512K -19,154 -54%
DFA
20
DHJJ Financial Advisors
Illinois
$319K -$1.07K -40 -0.3%
AWS
21
Atria Wealth Solutions
New York
$305K +$303K +11,327 New
HWM
22
HB Wealth Management
Georgia
$252K +$251K +9,386 New
IFG
23
Independent Financial Group
California
$249K +$247K +9,265 New
HI
24
Harbour Investments
Wisconsin
$237K +$236K +8,826 New
AAS
25
Avantax Advisory Services
Texas
$218K +$216K +8,093 New

JULW Hedge Fund Activity: Q4 2022 in Review

34 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2022, worth a combined $101M — up 15% from $88M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new JULW positions and 4 closed out — a net gain of 11 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $8.86M. The largest seller was AE Wealth Management, cutting an estimated $4.82M.

  • 34 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2022, up from 24 in Q3 2022.
  • Funds reported $101M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 15 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2022 and 4 closed out, a net change of +11 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2022 was Commonwealth Equity Services, an estimated $8.86M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2022 was AE Wealth Management, an estimated $4.82M sold.

Based on aggregated 13F filings for Q4 2022.