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AllianzIM U.S. Equity Buffer20 Jun ETF

39 hedge funds and large institutions have $36.2M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.87% less ownership

Funds ownership: 62.71%61.85% (-0.87%)

11% less funds holding

Funds holding: 4439 (-5)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

74% less capital invested

Capital invested by funds: $141M → $36.2M (-$104M)

80% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 20

Holders
39
Holders Change
-5
Holders Change %
-11.36%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
4
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
American Asset Management
Florida
$5.52M -$20.8K -720 -0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.11M -$113K -3,920 -3%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.9M -$113K -3,905 -3%
AWM
4
AE Wealth Management
Kansas
$2.24M -$74.9M -2,590,071 -97%
KAS
5
Kestra Advisory Services
Texas
$1.94M -$150K -5,169 -7%
ECA
6
Elevated Capital Advisors
Utah
$1.85M +$1.81M +62,585 New
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.78M -$372K -12,844 -18%
HI
8
Harbour Investments
Wisconsin
$1.78M -$388K -13,405 -18%
AWS
9
Atria Wealth Solutions
New York
$1.65M -$11.6K -400 -0.7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.48M -$2.16M -74,666 -60%
OMC
11
Old Mission Capital
Illinois
$1.4M +$1.14M +39,554 +512%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.1M
Jane Street
13
Jane Street
New York
$673K +$242K +8,383 +58%
PA
14
PFG Advisors
Arizona
$671K +$55K +1,900 +9%
HighTower Advisors
15
HighTower Advisors
Illinois
$600K
CF
16
Centaurus Financial
California
$581K -$275K -9,500 -33%
JSA
17
Jim Saulnier & Associates
Colorado
$424K +$414K +14,313 New
FA
18
FSA Advisors
Michigan
$417K +$422K +14,591 New
CRWM
19
Castle Rock Wealth Management
California
$406K
IFG
20
Independent Financial Group
California
$359K -$560K -19,367 -62%
LAS
21
Lloyd Advisory Services
Georgia
$350K -$14.9M -515,195 -98%
FFN
22
Focus Financial Network
Minnesota
$345K -$3.85K -133 -1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$313K +$73.3K +2,533 +31%
FHC
24
First Heartland Consultants
Missouri
$295K -$5.5K -190 -2%
LPL Financial
25
LPL Financial
California
$238K -$121K -4,178 -34%

JUNW Hedge Fund Activity: Q3 2024 in Review

39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q3 2024, worth a combined $36.2M — down 74% from $141M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of JUNW and 7 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 4 added.

The largest buyer was Elevated Capital Advisors, opening a new position worth an estimated $1.81M. The largest seller was AE Wealth Management, cutting an estimated $74.9M.

  • 39 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q3 2024, down from 44 in Q2 2024.
  • Funds reported $36.2M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q3 2024, down 74% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q3 2024 and 12 closed out, a net change of -5 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q3 2024 was Elevated Capital Advisors, an estimated $1.81M added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q3 2024 was AE Wealth Management, an estimated $74.9M sold.

Based on aggregated 13F filings for Q3 2024.