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AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

70 hedge funds and large institutions have $217M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

47% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 15

32% more funds holding

Funds holding: 53 → 70 (+17)

25% more capital invested

Capital invested by funds: $174M → $217M (+$43.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

48.21% less ownership

Funds ownership: 119.25% → 71.04% (-48%)

Holders
70
Holders Change
+17
Holders Change %
+32.08%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
22
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$9.48M
2
Osaic Holdings
Osaic Holdings
Arizona
+$5.83M
3
KCM
Kaye Capital Management
California
+$3.12M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.72M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.3M

Top Sellers

1
SB
Strategic Blueprint
Georgia
-$1.15M
2
CAG
Csenge Advisory Group
Florida
-$630K
3
CF
Centaurus Financial
California
-$497K
4
PIS
POM Investment Strategies
North Carolina
-$419K
5
OMC
Old Mission Capital
Illinois
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$50.8M +$2.72M +80,560 +6%
AWM
2
AE Wealth Management
Kansas
$46.1M +$1.49M +44,105 +3%
Osaic Holdings
3
Osaic Holdings
Arizona
$18.1M +$5.83M +172,945 +49%
MAWAG
4
Mid-American Wealth Advisory Group
Missouri
$9.71M +$9.48M +281,077 New
SB
5
Strategic Blueprint
Georgia
$8.28M -$1.15M -34,014 -12%
LAS
6
Lloyd Advisory Services
Georgia
$8.1M -$5.5K -163 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$7.12M +$747K +22,144 +12%
AAM
8
American Asset Management
Florida
$5.57M -$27.3K -809 -0.5%
KAS
9
Kestra Advisory Services
Texas
$5.27M +$500K +14,821 +11%
CF
10
Centaurus Financial
California
$4.8M -$497K -14,736 -10%
OWA
11
Outlook Wealth Advisors
Texas
$4.17M +$17.4K +516 +0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$4.09M +$2.3M +68,119 +136%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.84M +$1.78M +52,728 +90%
AWS
14
Atria Wealth Solutions
New York
$3.42M +$1.07M +31,793 +47%
KCM
15
Kaye Capital Management
California
$3.19M +$3.12M +92,484 New
HBS
16
Howard Bailey Securities
Indiana
$2.13M +$2.08M +61,730 New
WFS
17
WealthGarden F.S.
California
$1.86M +$1.82M +53,981 New
CAG
18
Compass Advisory Group
New York
$1.84M -$67.5K -2,000 -4%
LIWM
19
Long Island Wealth Management
New York
$1.8M -$843 -25 -0%
LPL Financial
20
LPL Financial
California
$1.8M +$769K +22,795 +78%
GLR
21
Great Lakes Retirement
Ohio
$1.54M -$35.6K -1,056 -2%
ECA
22
Elevated Capital Advisors
Utah
$1.51M +$1.48M +43,802 New
DAS
23
Diversify Advisory Services
Utah
$1.44M – – –
OIA
24
OneDigital Investment Advisors
Kansas
$1.43M – – –
IFG
25
Independent Financial Group
California
$1.19M +$303K +8,981 +35%
1
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JULW Hedge Fund Activity: Q3 2024 in Review

70 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q3 2024, worth a combined $217M — up 25% from $174M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new JULW positions and 2 closed out — a net gain of 17 holders — while 22 added to existing stakes and 15 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, opening a new position worth an estimated $9.48M. The largest seller was Strategic Blueprint, cutting an estimated $1.15M.

  • 70 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $217M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q3 2024, up 25% quarter-over-quarter.
  • 19 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q3 2024 and 2 closed out, a net change of +17 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q3 2024 was Mid-American Wealth Advisory Group, an estimated $9.48M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q3 2024 was Strategic Blueprint, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2024.