We are live on ! Find out more
JULW icon

AllianzIM U.S. Equity Buffer20 Jul ETF
JULW

75 hedge funds and large institutions have $219M invested in AllianzIM U.S. Equity Buffer20 Jul ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

9% more funds holding

Funds holding: 69 → 75 (+6)

4% more ownership

Funds ownership: 67.79% → 71.78% (+4%)

3% more capital invested

Capital invested by funds: $213M → $219M (+$5.69M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
13
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIMU
Allianz Investment Management US
Minnesota
+$3.49M
2
BW
BIP Wealth
Georgia
+$2.62M
3
RA
RFG Advisory
Alabama
+$2.61M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.39M
5
LPL Financial
LPL Financial
California
+$2.35M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.65M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$4.63M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
4
SB
Strategic Blueprint
Georgia
-$2.71M
5
BOSSRA
B.O.S.S. Retirement Advisors
Utah
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$51.2M -$4.65M -120,364 -8%
AWM
2
AE Wealth Management
Kansas
$32.3M -$492K -12,737 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$13.5M -$936K -24,204 -7%
LAS
4
Lloyd Advisory Services
Georgia
$11.5M +$908K +23,484 +9%
LPL Financial
5
LPL Financial
California
$9.96M +$2.35M +60,693 +31%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$8.99M -$4.63M -119,727 -34%
CF
7
Centaurus Financial
California
$7.87M -$58.1K -1,502 -0.7%
AAM
8
American Asset Management
Florida
$5.98M -$67.3K -1,742 -1%
KAS
9
Kestra Advisory Services
Texas
$4.98M +$279K +7,214 +6%
LIWM
10
Long Island Wealth Management
New York
$4.8M +$31.8K +823 +0.7%
Raymond James Financial
11
Raymond James Financial
Florida
$4.01M +$2.39M +61,908 +152%
AIMU
12
Allianz Investment Management US
Minnesota
$3.73M +$3.49M +90,296 +1,806%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.41M -$4.36M -112,771 -56%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$3.4M -$2.07M -53,434 -38%
HBS
15
Howard Bailey Securities
Indiana
$3.17M -$324K -8,374 -9%
RA
16
RFG Advisory
Alabama
$3.12M +$2.61M +67,401 +550%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.95M -$36.5K -943 -1%
BW
18
BIP Wealth
Georgia
$2.65M +$2.62M +67,719 New
AIM
19
Advyzon Investment Management
Illinois
$2.48M +$2.19M +56,572 +828%
GLR
20
Great Lakes Retirement
Ohio
$2.25M -$108K -2,806 -5%
GCP
21
Guardian Capital (Pennsylvania)
Pennsylvania
$2.11M +$2.09M +53,938 New
ECA
22
Elevated Capital Advisors
Utah
$2.06M -$102K -2,638 -5%
CAG
23
Compass Advisory Group
New York
$1.79M – – –
LI
24
LifeWealth Investments
Florida
$1.55M -$1.79M -46,201 -54%
HI
25
Harbour Investments
Wisconsin
$1.52M -$429K -11,110 -22%
1
2 3 4

JULW Hedge Fund Activity: Q4 2025 in Review

75 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) for Q4 2025, worth a combined $219M — up 2.7% from $213M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JULW positions and 9 closed out — a net gain of 7 holders — while 13 added to existing stakes and 29 trimmed.

The largest buyer was Allianz Investment Management US, adding an estimated $3.49M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.65M.

  • 75 institutional investors held AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $219M of AllianzIM U.S. Equity Buffer20 Jul ETF stock for Q4 2025, up 2.7% quarter-over-quarter.
  • 16 funds opened new AllianzIM U.S. Equity Buffer20 Jul ETF positions in Q4 2025 and 9 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF buyer in Q4 2025 was Allianz Investment Management US, an estimated $3.49M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jul ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $4.65M sold.

Based on aggregated 13F filings for Q4 2025.