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AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW

39 hedge funds and large institutions have $36.2M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.87% less ownership

Funds ownership: 62.71% → 61.85% (-0.87%)

11% less funds holding

Funds holding: 44 → 39 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

74% less capital invested

Capital invested by funds: $141M → $36.2M (-$104M)

80% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 20

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
4
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECA
Elevated Capital Advisors
Utah
+$1.81M
2
OMC
Old Mission Capital
Illinois
+$1.14M
3
FA
FSA Advisors
Michigan
+$422K
4
Jane Street
Jane Street
New York
+$242K
5
MC
Moors & Cabot
Massachusetts
+$199K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$74.9M
2
LAS
Lloyd Advisory Services
Georgia
-$14.9M
3
WIM
WealthPlan Investment Management
Nebraska
-$4.68M
4
WP
WealthPLAN Partners
Nebraska
-$3.16M
5
GLR
Great Lakes Retirement
Ohio
-$3.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
26
Avidian Wealth Enterprises
Texas
$231K – – –
SMAM
27
Sugar Maple Asset Management
Wisconsin
$227K – – –
WFS
28
WealthGarden F.S.
California
$223K -$1.36K -47 -0.6%
GM
29
GeoWealth Management
Illinois
$222K -$403K -13,928 -65%
SB
30
Strategic Blueprint
Georgia
$207K -$27K -935 -12%
MC
31
Moors & Cabot
Massachusetts
$204K +$199K +6,880 New
NS
32
NBC Securities
Alabama
$150K – – –
AIMU
33
Allianz Investment Management US
Minnesota
$148K – – –
FFA
34
Farther Finance Advisors
California
$113K +$111K +3,826 New
AWA
35
Authentikos Wealth Advisory
California
$23.2K +$22.7K +785 New
UBS Group
36
UBS Group
Switzerland
$18.5K -$18.3K -632 -50%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$13.1K – – –
PA
38
Pineridge Advisors
Missouri
$6.33K -$52K -1,798 -89%
CFD
39
Creative Financial Designs
Indiana
$4.62K +$4.51K +156 New
OWA
40
Outlook Wealth Advisors
Texas
– -$1.27M -258,909 Closed
WIM
41
WealthPlan Investment Management
Nebraska
– -$4.68M -163,797 Closed
WP
42
WealthPLAN Partners
Nebraska
– -$3.16M -110,401 Closed
GLR
43
Great Lakes Retirement
Ohio
– -$3.02M -105,692 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
– -$2.15M -75,347 Closed
CAG
45
Csenge Advisory Group
Florida
– -$1.05M -36,775 Closed
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
– -$723K -25,277 Closed
KFG
47
Kingdom Financial Group
Arizona
– -$468K -16,356 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$263K -9,192 Closed
PCM
49
Penserra Capital Management
California
– -$8K -277 Closed
PIS
50
POM Investment Strategies
North Carolina
– -$7.6K -266 Closed
1
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JUNW Hedge Fund Activity: Q3 2024 in Review

39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q3 2024, worth a combined $36.2M — down 74% from $141M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JUNW and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 4 added.

The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $1.81M. The largest seller was AE Wealth Management, cutting an estimated $74.9M.

  • 39 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q3 2024, down from 44 in Q2 2024.
  • Funds reported $36.2M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q3 2024, down 74% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q3 2024 and 12 closed out, a net change of -5 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q3 2024 was Elevated Capital Advisors, an estimated $1.81M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q3 2024 was AE Wealth Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q3 2024.