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AllianzIM U.S. Equity Buffer20 Jun ETF

24 hedge funds and large institutions have $61.2M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

89.64% more ownership

Funds ownership: 0%89.64% (+90%)

Holders
24
Holders Change
+24
Holders Change %
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$40M +$39.5M +1,551,210 New
AIMU
2
Allianz Investment Management US
Minnesota
$5.13M +$5.08M +199,381 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.74M +$2.71M +106,281 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$1.75M +$1.73M +67,919 New
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$1.53M +$1.51M +59,251 New
KAS
6
Kestra Advisory Services
Texas
$1.36M +$1.35M +52,812 New
HI
7
Harbour Investments
Wisconsin
$1.34M +$1.32M +51,938 New
Osaic Holdings
8
Osaic Holdings
Arizona
$1.32M +$1.3M +51,049 New
OWA
9
Outlook Wealth Advisors
Texas
$957K +$946K +37,128 New
AWS
10
Atria Wealth Solutions
New York
$737K +$729K +28,603 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$634K +$627K +24,603 New
CF
12
Centaurus Financial
California
$580K +$574K +22,500 New
AWA
13
Authentikos Wealth Advisory
California
$503K +$498K +19,542 New
CAN
14
Cetera Advisor Networks
California
$476K +$471K +18,490 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$472K +$467K +18,306 New
Citadel Advisors
16
Citadel Advisors
Florida
$368K +$364K +14,280 New
Jane Street
17
Jane Street
New York
$350K +$346K +13,594 New
RA
18
RFG Advisory
Alabama
$308K +$305K +11,961 New
IFG
19
Independent Financial Group
California
$258K +$256K +10,025 New
FHC
20
First Heartland Consultants
Missouri
$200K +$198K +7,765 New
IPW
21
Impact Partnership Wealth
Georgia
$141K +$140K +5,483 New
OLVIG
22
Oliver Lagore Vanvalin Investment Group
Michigan
$75.5K +$74.7K +2,932 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$11.4K +$11.3K +442 New
RWPA
24
Richard W. Paul & Associates
Michigan
$206 +$204 +8 New

JUNW Hedge Fund Activity: Q2 2023 in Review

24 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q2 2023, worth a combined $61.2M.

Buyers outnumbered sellers: 24 funds opened new JUNW positions and 0 closed out — a net gain of 24 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $39.5M.

  • 24 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q2 2023, up from 0 in Q1 2023.
  • Funds reported $61.2M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q2 2023.
  • 24 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q2 2023 and 0 closed out, a net change of +24 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q2 2023 was AE Wealth Management, an estimated $39.5M added.

Based on aggregated 13F filings for Q2 2023.