AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
70 hedge funds and large institutions have $212M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 5 closing their positions.
280% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
49% more capital invested
Capital invested by funds: $142M → $212M (+$70.2M)
21% more funds holding
Funds holding: 58 → 70 (+12)
4.05% less ownership
Funds ownership: 71.48% → 67.43% (-4%)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$31.4M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$10.3M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$5.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.16M |
| 5 |
LPL Financial
San Diego,
California
|
+$3.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$1.67M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$813K |
| 5 |
WFS
WealthGarden F.S.
El Segundo,
California
|
-$542K |
JULW Hedge Fund Activity: Q3 2025 in Review
70 of the 7,641 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q3 2025, worth a combined $212M — up 49% from $142M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JULW positions and 5 closed out — a net gain of 14 holders — while 18 added to existing stakes and 22 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $31.4M. The largest seller was Centaurus Financial, cutting an estimated $1.67M.
- 70 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q3 2025, up from 58 in Q2 2025.
- Funds reported $212M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q3 2025, up 49% quarter-over-quarter.
- 19 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q3 2025 and 5 closed out, a net change of +14 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q3 2025 was AE Wealth Management, an estimated $31.4M added.
- The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q3 2025 was Centaurus Financial, an estimated $1.67M sold.
Based on aggregated 13F filings for Q3 2025.