AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
25 hedge funds and large institutions have $62.9M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 24 → 25 (+1)
3.23% more ownership
Funds ownership: 89.64% → 92.87% (+3.2%)
3% more capital invested
Capital invested by funds: $61.2M → $62.9M (+$1.7M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.17M |
| 2 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
+$1.32M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.11M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$461K |
| 5 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$1.25M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.17M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$368K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$366K |
| 5 |
Jane Street
New York
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Citadel Advisors
Miami,
Florida
| – | -$368K | -14,280 | Closed |
|
|
27
Jane Street
New York
| – | -$350K | -13,594 | Closed |
|
|
FHC
28
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$200K | -7,765 | Closed |
|
JUNW Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q3 2023, worth a combined $62.9M — up 2.8% from $61.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JUNW positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $3.17M. The largest seller was Cetera Investment Advisers, cutting an estimated $1.25M.
- 25 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q3 2023, up from 24 in Q2 2023.
- Funds reported $62.9M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q3 2023, up 2.8% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q3 2023 and 3 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q3 2023 was AE Wealth Management, an estimated $3.17M added.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q3 2023 was Cetera Investment Advisers, an estimated $1.25M sold.
Based on aggregated 13F filings for Q3 2023.