AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
38 hedge funds and large institutions have $46.3M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
10% more capital invested
Capital invested by funds: $42.3M → $46.3M (+$4.05M)
7.55% more ownership
Funds ownership: 64.53% → 72.08% (+7.5%)
6% more funds holding
Funds holding: 36 → 38 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
+$3.53M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$430K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$300K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$226K |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$723K |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$298K |
| 3 |
LPL Financial
San Diego,
California
|
-$290K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$170K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$139K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
PFG Advisors
Phoenix,
Arizona
| $357K | – | – | – |
|
|
JPLA
27
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| $346K | – | – | – |
|
|
TC
28
TAGStone Capital
Charlotte,
North Carolina
| $241K | – | – | – |
|
|
WFS
29
WealthGarden F.S.
El Segundo,
California
| $236K | -$495 | -15 | -0.2% |
|
|
IFG
30
Independent Financial Group
San Diego,
California
| $229K | +$226K | +6,850 | New |
|
|
AWM
31
AE Wealth Management
Topeka,
Kansas
| $226K | -$57.2K | -1,731 | -20% |
|
|
LAS
32
Lloyd Advisory Services
Suwanee,
Georgia
| $202K | +$200K | +6,054 | New |
|
|
NS
33
NBC Securities
Birmingham,
Alabama
| $170K | – | – | – |
|
|
A
34
Allianz
Munich,
Germany
| $167K | +$165K | +5,000 | New |
|
35
Barclays
London,
United Kingdom
| $148K | -$2.91K | -88 | -2% |
|
|
CFD
36
Creative Financial Designs
Kokomo,
Indiana
| $35K | -$1.92K | -58 | -5% |
|
37
UBS Group
Zurich,
Switzerland
| $27.2K | -$20.4K | -619 | -43% |
|
|
BBPWM
38
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $14.8K | – | – | – |
|
|
FHC
39
First Heartland Consultants
Lake St. Louis,
Missouri
| – | -$298K | -9,075 | Closed |
|
JUNW Hedge Fund Activity: Q4 2025 in Review
38 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q4 2025, worth a combined $46.3M — up 9.6% from $42.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JUNW positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 15 trimmed.
The largest buyer was Allianz Investment Management US, adding an estimated $3.53M. The largest seller was Osaic Holdings, cutting an estimated $723K.
- 38 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q4 2025, up from 36 in Q3 2025.
- Funds reported $46.3M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q4 2025, up 9.6% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q4 2025 was Allianz Investment Management US, an estimated $3.53M added.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q4 2025 was Osaic Holdings, an estimated $723K sold.
Based on aggregated 13F filings for Q4 2025.