AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
11 hedge funds and large institutions have $35.8M invested in AllianzIM U.S. Equity Buffer10 Jun ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 2 closing their positions.
39% more capital invested
Capital invested by funds: $25.8M → $35.8M (+$9.96M)
8.02% more ownership
Funds ownership: 93.22% → 101.24% (+8%)
0% more funds holding
Funds holding: 11 → 11 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.43M |
| 2 |
JP Morgan Chase
New York
|
+$14.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$464K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$320K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$245K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$68.3K |
| 5 |
KCM
Kaye Capital Management
El Segundo,
California
|
-$4.85K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
1
AE Wealth Management
Topeka,
Kansas
| $28.3M | +$7.43M | +280,239 | +39% |
|
|
AIMU
2
Allianz Investment Management US
Minneapolis,
Minnesota
| $4.74M | -$464K | -17,500 | -9% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $637K | -$245K | -9,231 | -29% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $558K | -$68.3K | -2,575 | -11% |
|
|
FI
5
FWG Investments
Lexington,
Kentucky
| $556K | +$529K | +19,968 | New |
|
|
RA
6
RFG Advisory
Birmingham,
Alabama
| $332K | – | – | – |
|
|
PIA
7
Panoramic Investment Advisors
Denver,
Colorado
| $313K | – | – | – |
|
|
KCM
8
Kaye Capital Management
El Segundo,
California
| $282K | -$4.85K | -183 | -2% |
|
|
BBPWM
9
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $67.2K | -$53 | -2 | -0.1% |
|
|
10
JP Morgan Chase
New York
| $14.9K | +$14.2K | +534 | New |
|
|
HI
11
Harbour Investments
Madison,
Wisconsin
| $4.43K | – | – | – |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$320K | -12,451 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$2.18K | -85 | Closed |
|
JUNT Hedge Fund Activity: Q4 2023 in Review
11 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) for Q4 2023, worth a combined $35.8M — up 39% from $25.8M a quarter earlier.
Fund positioning in JUNT was balanced in Q4 2023: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 5 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $7.43M. The largest seller was Allianz Investment Management US, cutting an estimated $464K.
- 11 institutional investors held AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $35.8M of AllianzIM U.S. Equity Buffer10 Jun ETF stock for Q4 2023, up 39% quarter-over-quarter.
- 2 funds opened new AllianzIM U.S. Equity Buffer10 Jun ETF positions in Q4 2023 and 2 closed out, a net change of 0 holders.
- The largest AllianzIM U.S. Equity Buffer10 Jun ETF buyer in Q4 2023 was AE Wealth Management, an estimated $7.43M added.
- The largest AllianzIM U.S. Equity Buffer10 Jun ETF seller in Q4 2023 was Allianz Investment Management US, an estimated $464K sold.
Based on aggregated 13F filings for Q4 2023.