We are live on ! Find out more
JUNW icon

AllianzIM U.S. Equity Buffer20 Jun ETF

40 hedge funds and large institutions have $74.7M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $78.6M → $74.7M (-$3.91M)

1.26% less ownership

Funds ownership: 82.32%81.06% (-1.3%)

7% less funds holding

Funds holding: 4340 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$284K
WFS
27
WealthGarden F.S.
California
$220K -$1.63K -54 -0.7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$211K -$755 -25 -0.4%
NS
29
NBC Securities
Alabama
$151K +$154K +5,098 +101,960%
AIMU
30
Allianz Investment Management US
Minnesota
$145K
UBS Group
31
UBS Group
Switzerland
$143K +$85.1K +2,819 +141%
FFA
32
Farther Finance Advisors
California
$114K
JP Morgan Chase
33
JP Morgan Chase
New York
$76.4K +$77.6K +2,571 New
Barclays
34
Barclays
United Kingdom
$48.4K +$49.2K +1,629 New
PSFG
35
Park Square Financial Group
Georgia
$23.4K +$23.7K +786 New
Wells Fargo
36
Wells Fargo
California
$16.4K +$15.1K +500 +1,000%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$13.2K
PA
38
Pineridge Advisors
Missouri
$6.36K
NMG
39
New Millennium Group
Utah
$2.85K
LRWM
40
Lord & Richards Wealth Management
Colorado
$1.55K +$1.57K +52 New
OMC
41
Old Mission Capital
Illinois
-$689K -22,953 Closed
Jane Street
42
Jane Street
New York
-$388K -12,932 Closed
IFG
43
Independent Financial Group
California
-$244K -8,127 Closed
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
-$237K -7,902 Closed
AWE
45
Avidian Wealth Enterprises
Texas
-$234K -7,794 Closed
SMAM
46
Sugar Maple Asset Management
Wisconsin
-$231K -7,686 Closed
GM
47
GeoWealth Management
Illinois
-$961 -32 Closed

JUNW Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q1 2025, worth a combined $74.7M — down 5% from $78.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JUNW and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Gradient Investments, adding an estimated $917K. The largest seller was Old Mission Capital, exiting entirely with an estimated $689K sold.

  • 40 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q1 2025, down from 43 in Q4 2024.
  • Funds reported $74.7M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q1 2025 was Gradient Investments, an estimated $917K added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q1 2025 was Old Mission Capital, an estimated $689K sold.

Based on aggregated 13F filings for Q1 2025.