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AllianzIM U.S. Equity Buffer10 Jun ETF

14 hedge funds and large institutions have $12.2M invested in AllianzIM U.S. Equity Buffer10 Jun ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.78% less ownership

Funds ownership: 81.83%64.05% (-18%)

22% less funds holding

Funds holding: 1814 (-4)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

58% less capital invested

Capital invested by funds: $28.7M → $12.2M (-$16.5M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
14
Holders Change
-4
Holders Change %
-22.22%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.42M -$485K -15,737 -13%
Osaic Holdings
2
Osaic Holdings
Arizona
$3.32M -$130K -4,223 -4%
HI
3
Harbour Investments
Wisconsin
$995K -$301K -9,759 -24%
OMC
4
Old Mission Capital
Illinois
$795K +$773K +25,105 New
AIMU
5
Allianz Investment Management US
Minnesota
$732K
AWS
6
Atria Wealth Solutions
New York
$616K -$16.9K -550 -3%
NF
7
Nvest Financial
New Hampshire
$605K +$26.5K +860 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$408K -$316K -10,259 -44%
PIA
9
Panoramic Investment Advisors
Colorado
$350K +$340K +11,050 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$294K -$955 -31 -0.3%
AWM
11
AE Wealth Management
Kansas
$292K -$6.19M -201,018 -96%
FFN
12
Focus Financial Network
Minnesota
$206K
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$109K +$33.5K +1,088 +46%
UBS Group
14
UBS Group
Switzerland
$17.9K +$17.2K +560 +11,200%
WIM
15
WealthPlan Investment Management
Nebraska
-$6.2M -203,706 Closed
WP
16
WealthPLAN Partners
Nebraska
-$3.77M -123,942 Closed
GS
17
GTS Securities
New York
-$305K -10,000 Closed
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
-$288K -9,459 Closed
KAS
19
Kestra Advisory Services
Texas
-$202K -6,622 Closed
AF
20
Allworth Financial
California
-$2.96K -97 Closed

JUNT Hedge Fund Activity: Q3 2024 in Review

14 of the 6,969 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) for Q3 2024, worth a combined $12.2M — down 58% from $28.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JUNT and 2 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $773K. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $6.2M sold.

  • 14 institutional investors held AllianzIM U.S. Equity Buffer10 Jun ETF (JUNT) as of Q3 2024, down from 18 in Q2 2024.
  • Funds reported $12.2M of AllianzIM U.S. Equity Buffer10 Jun ETF stock for Q3 2024, down 58% quarter-over-quarter.
  • 2 funds opened new AllianzIM U.S. Equity Buffer10 Jun ETF positions in Q3 2024 and 6 closed out, a net change of -4 holders.
  • The largest AllianzIM U.S. Equity Buffer10 Jun ETF buyer in Q3 2024 was Old Mission Capital, an estimated $773K added.
  • The largest AllianzIM U.S. Equity Buffer10 Jun ETF seller in Q3 2024 was WealthPlan Investment Management, an estimated $6.2M sold.

Based on aggregated 13F filings for Q3 2024.