AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
21 hedge funds and large institutions have $69.4M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 11 reducing their positions, and 8 closing their positions.
10% more capital invested
Capital invested by funds: $62.9M → $69.4M (+$6.53M)
0.12% more ownership
Funds ownership: 92.87% → 92.99% (+0.12%)
16% less funds holding
Funds holding: 25 → 21 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
82% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$23.7M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$1.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$349K |
| 4 |
LPL Financial
San Diego,
California
|
+$195K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
+$17.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$16.7M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$1.54M |
| 3 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$1.3M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$784K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$492K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CBFP
26
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$328K | -12,844 | Closed |
|
27
Envestnet Asset Management
Chicago,
Illinois
| – | -$267K | -10,459 | Closed |
|
|
IPW
28
Impact Partnership Wealth
Marietta,
Georgia
| – | -$159K | -6,215 | Closed |
|
|
RWPA
29
Richard W. Paul & Associates
Novi,
Michigan
| – | -$1.07K | -42 | Closed |
|
JUNW Hedge Fund Activity: Q4 2023 in Review
21 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q4 2023, worth a combined $69.4M — up 10% from $62.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JUNW and 4 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 2 added.
The largest buyer was Susquehanna International Group, adding an estimated $23.7M. The largest seller was AE Wealth Management, cutting an estimated $16.7M.
- 21 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q4 2023, down from 25 in Q3 2023.
- Funds reported $69.4M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q4 2023, up 10% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q4 2023 and 8 closed out, a net change of -4 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $23.7M added.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q4 2023 was AE Wealth Management, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2023.