AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
34 hedge funds and large institutions have $123M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 11 closing their positions.
24.11% more ownership
Funds ownership: 79.24% → 103.35% (+24%)
22% more capital invested
Capital invested by funds: $100M → $123M (+$22.5M)
13% less funds holding
Funds holding: 39 → 34 (-5)
29% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 14
45% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$14.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.06M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.18M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.11M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$917K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.71M |
| 2 |
LPL Financial
San Diego,
California
|
-$840K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$758K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$659K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$517K |
JULW Hedge Fund Activity: Q2 2023 in Review
34 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q2 2023, worth a combined $123M — up 22% from $100M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of JULW and 6 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 10 added.
The largest buyer was AE Wealth Management, adding an estimated $14.6M. The largest seller was Osaic Holdings, cutting an estimated $2.71M.
- 34 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q2 2023, down from 39 in Q1 2023.
- Funds reported $123M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q2 2023, up 22% quarter-over-quarter.
- 6 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q2 2023 and 11 closed out, a net change of -5 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q2 2023 was AE Wealth Management, an estimated $14.6M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q2 2023 was Osaic Holdings, an estimated $2.71M sold.
Based on aggregated 13F filings for Q2 2023.