AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
11 hedge funds and large institutions have $25.8M invested in AllianzIM U.S. Equity Buffer10 Jun ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more funds holding
Funds holding: 7 → 11 (+4)
9% more capital invested
Capital invested by funds: $23.6M → $25.8M (+$2.23M)
1.67% less ownership
Funds ownership: 94.88% → 93.22% (-1.7%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.87M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$327K |
| 3 |
KCM
Kaye Capital Management
El Segundo,
California
|
+$266K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$63.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.23K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$725K |
| 2 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$263K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$67.5K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$736 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $18.4M | +$2.87M | +109,294 | +18% |
|
|
AIMU
2
Allianz Investment Management US
Minneapolis,
Minnesota
| $4.82M | -$263K | -10,000 | -5% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $824K | -$67.5K | -2,567 | -7% |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $580K | – | – | – |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $320K | +$327K | +12,451 | New |
|
|
RA
6
RFG Advisory
Birmingham,
Alabama
| $306K | – | – | – |
|
|
PIA
7
Panoramic Investment Advisors
Denver,
Colorado
| $289K | +$296K | +11,250 | New |
|
|
KCM
8
Kaye Capital Management
El Segundo,
California
| $260K | +$266K | +10,135 | New |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $62K | +$63.5K | +2,415 | New |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $4.08K | -$736 | -28 | -15% |
|
|
11
UBS Group
Zurich,
Switzerland
| $2.18K | +$2.23K | +85 | New |
|
|
12
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$725K | -27,672 | Closed |
|
JUNT Hedge Fund Activity: Q3 2023 in Review
11 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) for Q3 2023, worth a combined $25.8M — up 9.4% from $23.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JUNT positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 3 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $2.87M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $725K sold.
- 11 institutional investors held AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) as of Q3 2023, up from 7 in Q2 2023.
- Funds reported $25.8M of AllianzIM U.S. Equity Buffer10 Jun ETF stock for Q3 2023, up 9.4% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity Buffer10 Jun ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jun ETF buyer in Q3 2023 was AE Wealth Management, an estimated $2.87M added.
- The largest AllianzIM U.S. Equity Buffer10 Jun ETF seller in Q3 2023 was Susquehanna International Group, an estimated $725K sold.
Based on aggregated 13F filings for Q3 2023.