AllianzIM U.S. Large Cap Buffer20
JULW • ARCA
AllianzIM U.S. Large Cap Buffer20 is an exchange-traded fund on ARCA. As of Q3 2025, 67 institutional investors hold shares in this ETF, with total holdings valued at $208.6M. COMMONWEALTH EQUITY SERVICES, LLC. is the largest holder with a position valued at $54.9M.
Overview
Overview of institutional ownership in JULW as of Q3 2025
All Institutions
- Institutions
- 67
- Value Held
- $208.6M
- Shares Held
- 5.4M
- Avg Position
- $3.1M
- Median Position
- $614.8K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $518.4K
- Shares Held
- 13.5K
- Avg Position
- $518.4K
- Median Position
- $518.4K
Biggest Investors
Institutions with the largest positions in JULW as of Q3 2025
| Institution | Position Value |
|---|---|
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $54.9M 0.08% of portfolio |
 AE Wealth Management LLC RIA/Wealth | $32.2M 0.21% of portfolio |
A Advisor Group Holdings, Inc. Institution | $14.1M 0.02% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $13.4M 0.02% of portfolio |
 Lloyd Advisory Services, LLC. RIA/Wealth | $10.4M 5.30% of portfolio |
 CENTAURUS FINANCIAL, INC. RIA/Wealth | $7.8M 0.43% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $7.7M 0.00% of portfolio |
L LPL Financial LLC Institution | $7.4M 0.00% of portfolio |
 American Asset Management Inc. RIA/Wealth | $5.9M 5.33% of portfolio |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | $5.4M 1.33% of portfolio |
Net Capital Flow
Institutional buying and selling activity for JULW in Q3 2025
- Traded
- +$67.2M
- Buyers
- 38
- Sellers
- 24
- Total Bought
- +$74.8M
- Total Sold
- −$7.5M
- Avg Position
- $2.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
AE Wealth Management LLC RIA/Wealth | +$31.9M +831.9K shares |
Lloyd Advisory Services, LLC. RIA/Wealth | +$10.4M +271.6K shares |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | +$5.4M +140.3K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$5.2M +136.6K shares |
L LPL Financial LLC Institution | +$4.0M +103.4K shares |
 HOWARD BAILEY SECURITIES, LLC RIA/Wealth | +$2.7M +70.2K shares |
G Great Lakes Retirement, Inc. Institution | +$2.3M +60.3K shares |
Cetera Investment Advisers RIA/Wealth | +$2.2M +56.7K shares |
A Advisor Group Holdings, Inc. Institution | +$1.8M +47.8K shares |
L LifeWealth Investments, LLC Institution | +$1.6M +42.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
CENTAURUS FINANCIAL, INC. RIA/Wealth | −$1.7M −44.3K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$1.2M −32.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$1.1M −29.4K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$826.6K −21.5K shares |
 Ballast, Inc. RIA/Wealth | −$624.3K −16.8K shares |
 WEALTHGARDEN F.S. LLC Private Equity | −$552.6K −14.3K shares |
E Elevated Capital Advisors, LLC RIA/Wealth | −$358.1K −9.3K shares |
 HBW Advisory Services LLC RIA/Wealth | −$303.9K −8.2K shares |
 BARCLAYS PLC Institution | −$148.1K −4.0K shares |
 Strategic Blueprint, LLC RIA/Wealth | −$141.3K −3.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited JULW in Q3 2025
- New Positions
- 10
- New Value
- $4.0M
- Exited Positions
- 6
- Exited Value
- $1.2M
New Positions
| Institution | Position Value |
|---|---|
L LifeWealth Investments, LLC Institution | $1.6M 42.8K shares |
 Cypress Wealth Services, LLC RIA/Wealth | $1.0M 26.9K shares |
 Consolidated Portfolio Review Corp RIA/Wealth | $321.2K 8.4K shares |
 Mason Investment Advisory Services, Inc. RIA/Wealth | $295.1K 7.7K shares |
 Advyzon Investment Management, LLC RIA/Wealth | $262.3K 6.8K shares |
F FSR Wealth Management Ltd. Institution | $259.6K 6.8K shares |
 Quest 10 Wealth Builders, Inc. RIA/Wealth | $143.3K 3.7K shares |
 Geneos Wealth Management Inc. RIA/Wealth | $23.7K 618.0 shares |
 Decker Retirement Planning Inc. RIA/Wealth | $20.3K 528.0 shares |
T TRUST CO OF VERMONT Institution | $6.3K 164.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Ballast, Inc. RIA/Wealth | $624.3K 16.8K shares |
HBW Advisory Services LLC RIA/Wealth | $303.9K 8.2K shares |
BARCLAYS PLC Institution | $148.1K 4.0K shares |
 Global Retirement Partners, LLC RIA/Wealth | $55.8K 1.5K shares |
 Park Square Financial Group, LLC RIA/Wealth | $18.4K 494.0 shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $2.6K 70.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in JULW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with JULW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
American Asset Management Inc. RIA/Wealth | 5.33% $5.9M |
Lloyd Advisory Services, LLC. RIA/Wealth | 5.30% $10.4M |
 Long Island Wealth Management, Inc. RIA/Wealth | 2.28% $4.7M |
B B.O.S.S. Retirement Advisors, LLC RIA/Wealth | 1.33% $5.4M |
HOWARD BAILEY SECURITIES, LLC RIA/Wealth | 1.12% $2.7M |
WEALTHGARDEN F.S. LLC Private Equity | 1.05% $1.4M |
E Elevated Capital Advisors, LLC RIA/Wealth | 0.53% $2.1M |
 Clear Point Advisors Inc. RIA/Wealth | 0.51% $651.7K |
 Compass Advisory Group LLC RIA/Wealth | 0.49% $1.8M |
L LifeWealth Investments, LLC Institution | 0.49% $1.6M |
Hedge Fund Spotlight
Discover hedge funds investing in JULW
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
Position in AllianzIM U.S. Large Cap Buffer20
- Market Value
- $518.4K
- Shares Held
- 13.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
