AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
61 hedge funds and large institutions have $350M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 16 closing their positions.
61% more capital invested
Capital invested by funds: $217M → $350M (+$132M)
1.14% more ownership
Funds ownership: 71.04% → 72.18% (+1.1%)
13% less funds holding
Funds holding: 70 → 61 (-9)
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
69% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 29
Top Buyers
Top Sellers
JULW Hedge Fund Activity: Q4 2024 in Review
61 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2024, worth a combined $350M — up 61% from $217M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of JULW and 9 opened new positions — a net loss of 7 holders — while 29 trimmed existing stakes and 9 added.
The largest buyer was Cetera Investment Advisers, adding an estimated $944K. The largest seller was AE Wealth Management, cutting an estimated $46.4M.
- 61 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2024, down from 70 in Q3 2024.
- Funds reported $350M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2024, up 61% quarter-over-quarter.
- 9 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2024 and 16 closed out, a net change of -7 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2024 was Cetera Investment Advisers, an estimated $944K added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2024 was AE Wealth Management, an estimated $46.4M sold.
Based on aggregated 13F filings for Q4 2024.