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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

47 hedge funds and large institutions have $113M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

9.06% less ownership

Funds ownership: 83.1% → 74.05% (-9.1%)

16% less funds holding

Funds holding: 56 → 47 (-9)

41% less capital invested

Capital invested by funds: $193M → $113M (-$79.6M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

67% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 24

Holders
47
Holders Change
-9
Holders Change %
-16.07%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.38M
2
OMC
Old Mission Capital
Illinois
+$1.55M
3
SB
Strategic Blueprint
Georgia
+$549K
4
IW
Imprint Wealth
South Carolina
+$353K
5
LPL Financial
LPL Financial
California
+$334K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$59.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.79M
3
W
Wealthquest
Ohio
-$3.91M
4
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$3.77M
5
RA
RFG Advisory
Alabama
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$45.3M -$3.23M -101,208 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$12M -$5.79M -181,434 -33%
SB
3
Strategic Blueprint
Georgia
$8.65M +$549K +17,183 +7%
CF
4
Centaurus Financial
California
$6.98M -$60.2K -1,885 -0.9%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$6.42M +$3.38M +105,714 +116%
CAN
6
Cetera Advisor Networks
California
$4.9M -$1.23M -38,454 -20%
KAS
7
Kestra Advisory Services
Texas
$4.42M -$797K -24,962 -16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.03M -$67.6K -2,118 -3%
OMC
9
Old Mission Capital
Illinois
$1.82M +$1.55M +48,503 +661%
CAG
10
Compass Advisory Group
New York
$1.8M -$32.4K -1,015 -2%
LIWM
11
Long Island Wealth Management
New York
$1.72M – – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.65M -$21.5K -672 -1%
AWS
13
Atria Wealth Solutions
New York
$1.49M -$418K -13,096 -22%
IFG
14
Independent Financial Group
California
$1.21M – – –
LPL Financial
15
LPL Financial
California
$1.14M +$334K +10,460 +43%
CA
16
Cetera Advisors
Colorado
$1.06M -$1.14M -35,786 -52%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$957K -$173K -5,403 -16%
NFG
18
Nations Financial Group
Iowa
$932K -$346K -10,837 -28%
LNC
19
Lincoln National Corp
Pennsylvania
$709K -$21.7K -680 -3%
FFN
20
Focus Financial Network
Minnesota
$658K – – –
WG
21
Wealth Group
North Carolina
$642K +$629K +19,692 New
MML Investors Services
22
MML Investors Services
Massachusetts
$629K +$26.2K +820 +4%
CPA
23
Clear Point Advisors
New York
$604K – – –
Jane Street
24
Jane Street
New York
$544K -$59.7K -1,868 -10%
AWM
25
AE Wealth Management
Kansas
$508K -$59.1M -1,850,467 -99%
1
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JULW Hedge Fund Activity: Q1 2024 in Review

47 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q1 2024, worth a combined $113M — down 41% from $193M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of JULW and 6 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 8 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $3.38M. The largest seller was AE Wealth Management, cutting an estimated $59.1M.

  • 47 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q1 2024, down from 56 in Q4 2023.
  • Funds reported $113M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q1 2024, down 41% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q1 2024 and 14 closed out, a net change of -8 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $3.38M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q1 2024 was AE Wealth Management, an estimated $59.1M sold.

Based on aggregated 13F filings for Q1 2024.