AllianzIM US Large Cap Buffer20 Jul ETF (JULW)

• Market cap: $182M
• 1 day: 0.12%
• 5 days: -0.12%
• 1 month: -3.72%
• 3 months: -5.73%
• 6 months: -3.61%
• Year to date: -4.65%
• 1 year: 3.40%
• 5 years: 33.47%
• 10 years: 33.47%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

58% more capital invested

Capital invested by funds: $216M [Q3] → $341M (+$125M) [Q4]

2.74% less ownership

Funds ownership: 70.66% [Q3] → 67.92% (-2.74%) [Q4]

14% less funds holding

Funds holding: 69 [Q3] → 59 (-10) [Q4]

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

67% less funds holding in top 10

Funds holding in top 10: 3 [Q3] → 1 (-2) [Q4]

68% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 28