We are live on ! Find out more
JUNW icon

AllianzIM U.S. Equity Buffer20 Jun ETF

44 hedge funds and large institutions have $141M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,600% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 1

757% more capital invested

Capital invested by funds: $16.4M → $141M (+$124M)

300% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 3

120% more funds holding

Funds holding: 2044 (+24)

6.63% less ownership

Funds ownership: 69.35%62.71% (-6.6%)

Holders
44
Holders Change
+24
Holders Change %
+120%
% of All Funds
0.64%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
12
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$76.2M +$74.9M +2,665,804 New
LAS
2
Lloyd Advisory Services
Georgia
$15.1M +$14.8M +527,018 New
AAM
3
American Asset Management
Florida
$5.36M +$5.27M +187,435 New
WIM
4
WealthPlan Investment Management
Nebraska
$4.68M +$4.6M +163,797 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.08M +$1.39M +49,346 +53%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.88M +$2.67M +94,990 +233%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.57M +$2.11M +75,081 +151%
WP
8
WealthPLAN Partners
Nebraska
$3.16M +$3.1M +110,401 New
GLR
9
Great Lakes Retirement
Ohio
$3.02M +$2.97M +105,692 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.15M +$2.12M +75,347 New
HI
11
Harbour Investments
Wisconsin
$2.1M +$1.88M +66,923 +1,018%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.09M +$1.27M +45,318 +164%
KAS
13
Kestra Advisory Services
Texas
$2.02M +$47.9K +1,705 +2%
AWS
14
Atria Wealth Solutions
New York
$1.6M +$1.04M +36,873 +191%
OWA
15
Outlook Wealth Advisors
Texas
$1.27M +$7.28M +258,909 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.06M +$1.04M +37,063 New
CAG
17
Csenge Advisory Group
Florida
$1.05M +$1.03M +36,775 New
IFG
18
Independent Financial Group
California
$900K +$603K +21,459 +214%
CF
19
Centaurus Financial
California
$833K +$187K +6,651 +30%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$723K +$710K +25,277 New
GM
21
GeoWealth Management
Illinois
$613K +$603K +21,441 New
PA
22
PFG Advisors
Arizona
$594K +$584K +20,777 New
HighTower Advisors
23
HighTower Advisors
Illinois
$580K +$570K +20,290 New
KFG
24
Kingdom Financial Group
Arizona
$468K +$460K +16,356 New
Jane Street
25
Jane Street
New York
$410K +$403K +14,347 New

JUNW Hedge Fund Activity: Q2 2024 in Review

44 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q2 2024, worth a combined $141M — up 757% from $16.4M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new JUNW positions and 1 closed out — a net gain of 26 holders — while 12 added to existing stakes and 3 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $74.9M. The largest seller was Allianz Investment Management US, cutting an estimated $4.48M.

  • 44 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q2 2024, up from 20 in Q1 2024.
  • Funds reported $141M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q2 2024, up 757% quarter-over-quarter.
  • 27 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q2 2024 and 1 closed out, a net change of +26 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q2 2024 was AE Wealth Management, an estimated $74.9M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q2 2024 was Allianz Investment Management US, an estimated $4.48M sold.

Based on aggregated 13F filings for Q2 2024.