AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
20 hedge funds and large institutions have $16.4M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 5 closing their positions.
5% less funds holding
Funds holding: 21 → 20 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
23.64% less ownership
Funds ownership: 92.99% → 69.35% (-24%)
50% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 6
76% less capital invested
Capital invested by funds: $69.4M → $16.4M (-$53M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$828K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$399K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$297K |
| 4 |
LPL Financial
San Diego,
California
|
+$126K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$28.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$24M |
| 3 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$2.27M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$584K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$266K |
JUNW Hedge Fund Activity: Q1 2024 in Review
20 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q1 2024, worth a combined $16.4M — down 76% from $69.4M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of JUNW and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 3 added.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $828K. The largest seller was AE Wealth Management, exiting entirely with an estimated $28.3M sold.
- 20 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q1 2024, down from 21 in Q4 2023.
- Funds reported $16.4M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q1 2024, down 76% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q1 2024 and 5 closed out, a net change of -1 holder.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q1 2024 was Old Mission Capital, an estimated $828K added.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q1 2024 was AE Wealth Management, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2024.