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AllianzIM U.S. Equity Buffer20 Jun ETF

44 hedge funds and large institutions have $141M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

757% more capital invested

Capital invested by funds: $16.4M → $141M (+$124M)

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

120% more funds holding

Funds holding: 2044 (+24)

6.63% less ownership

Funds ownership: 69.35%62.71% (-6.6%)

Holders
44
Holders Change
+24
Holders Change %
+120%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
12
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
26
Castle Rock Wealth Management
California
$394K +$387K +13,763 New
LPL Financial
27
LPL Financial
California
$350K +$5K +178 +1%
FFN
28
Focus Financial Network
Minnesota
$341K +$332K +11,805 New
Citadel Advisors
29
Citadel Advisors
Florida
$263K -$116K -4,140 -31%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$230K +$226K +8,048 New
SB
31
Strategic Blueprint
Georgia
$227K +$223K +7,943 New
AWE
32
Avidian Wealth Enterprises
Texas
$223K +$219K +7,794 New
OMC
33
Old Mission Capital
Illinois
$221K -$631K -22,439 -74%
SMAM
34
Sugar Maple Asset Management
Wisconsin
$220K
WFS
35
WealthGarden F.S.
California
$216K +$213K +7,568 New
NS
36
NBC Securities
Alabama
$145K +$143K +5,103 New
AIMU
37
Allianz Investment Management US
Minnesota
$143K -$4.48M -159,381 -97%
PA
38
Pineridge Advisors
Missouri
$57.5K +$50.5K +1,798 +840%
UBS Group
39
UBS Group
Switzerland
$36K +$33.6K +1,195 +1,897%
BBPWM
40
Blue Bell Private Wealth Management
Pennsylvania
$12.7K
PCM
41
Penserra Capital Management
California
$8K +$7.79K +277 New
PIS
42
POM Investment Strategies
North Carolina
$7.6K +$7.48K +266 New
RWPA
43
Richard W. Paul & Associates
Michigan
$5.69K +$5.59K +199 New
FHC
44
First Heartland Consultants
Missouri
$290 +$285K +10,155 New
SIS
45
Sound Income Strategies
Florida
-$5.18K -186 Closed

JUNW Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q2 2024, worth a combined $141M — up 757% from $16.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JUNW positions and 1 closed out — a net gain of 26 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $74.9M. The largest seller was Allianz Investment Management US, cutting an estimated $4.48M.

  • 44 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q2 2024, up from 20 in Q1 2024.
  • Funds reported $141M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q2 2024, up 757% quarter-over-quarter.
  • 27 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q2 2024 and 1 closed out, a net change of +26 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q2 2024 was AE Wealth Management, an estimated $74.9M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q2 2024 was Allianz Investment Management US, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2024.