We are live on ! Find out more
JUNW icon

AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW

43 hedge funds and large institutions have $78.6M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $36.2M → $78.6M (+$42.4M)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

20.47% more ownership

Funds ownership: 61.85% → 82.32% (+20%)

10% more funds holding

Funds holding: 39 → 43 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

72% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 18

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
5
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$42.6M
2
ECA
Elevated Capital Advisors
Utah
+$1.13M
3
SWM
Spire Wealth Management
Virginia
+$1.03M
4
PW
Paladin Wealth
Minnesota
+$713K
5
Citadel Advisors
Citadel Advisors
Florida
+$551K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$1.8M
2
OMC
Old Mission Capital
Illinois
-$727K
3
HighTower Advisors
HighTower Advisors
Illinois
-$600K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$536K
5
AWS
Atria Wealth Solutions
New York
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
JSA
26
Jim Saulnier & Associates
Colorado
$350K -$79.9K -2,674 -19%
FHC
27
First Heartland Consultants
Missouri
$287K -$11.9K -397 -4%
IFG
28
Independent Financial Group
California
$244K -$119K -3,990 -33%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$237K +$236K +7,902 New
AWE
30
Avidian Wealth Enterprises
Texas
$234K – – –
SMAM
31
Sugar Maple Asset Management
Wisconsin
$231K – – –
WFS
32
WealthGarden F.S.
California
$224K -$1.67K -56 -0.7%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$214K +$213K +7,113 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$205K -$113K -3,770 -36%
AIMU
35
Allianz Investment Management US
Minnesota
$150K – – –
FFA
36
Farther Finance Advisors
California
$115K – – –
UBS Group
37
UBS Group
Switzerland
$60K +$41K +1,373 +219%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$13.3K – – –
PA
39
Pineridge Advisors
Missouri
$6.43K – – –
NMG
40
New Millennium Group
Utah
$2.88K +$2.87K +96 New
Wells Fargo
41
Wells Fargo
California
$1.5K +$1.49K +50 New
GM
42
GeoWealth Management
Illinois
$961 -$224K -7,481 -100%
NS
43
NBC Securities
Alabama
$153 -$152K -5,098 -100%
HighTower Advisors
44
HighTower Advisors
Illinois
– -$600K -20,290 Closed
FA
45
FSA Advisors
Michigan
– -$417K -14,591 Closed
LAS
46
Lloyd Advisory Services
Georgia
– -$350K -11,823 Closed
SB
47
Strategic Blueprint
Georgia
– -$207K -7,008 Closed
MC
48
Moors & Cabot
Massachusetts
– -$204K -6,880 Closed
AWA
49
Authentikos Wealth Advisory
California
– -$23.2K -785 Closed
CFD
50
Creative Financial Designs
Indiana
– -$4.62K -156 Closed
1
2

JUNW Hedge Fund Activity: Q4 2024 in Review

43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q4 2024, worth a combined $78.6M — up 117% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new JUNW positions and 7 closed out — a net gain of 5 holders — while 5 added to existing stakes and 18 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $42.6M. The largest seller was AE Wealth Management, cutting an estimated $1.8M.

  • 43 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $78.6M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q4 2024, up 117% quarter-over-quarter.
  • 12 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q4 2024 and 7 closed out, a net change of +5 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q4 2024 was Gradient Investments, an estimated $42.6M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q4 2024 was AE Wealth Management, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2024.