AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
40 hedge funds and large institutions have $36.9M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 12 closing their positions.
0.09% more ownership
Funds ownership: 62.99% → 63.08% (+0.09%)
11% less funds holding
Funds holding: 45 → 40 (-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: 2 → 1 (-1)
74% less capital invested
Capital invested by funds: $142M → $36.9M (-$105M)
75% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.81M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.14M |
| 3 |
FA
FSA Advisors
Troy,
Michigan
|
+$422K |
| 4 |
Jane Street
New York
|
+$242K |
| 5 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$74.9M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$14.9M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$4.68M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.16M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$3.02M |
JUNW Hedge Fund Activity: Q3 2024 in Review
40 of the 6,978 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 $36.9M — down 74% from $142M 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 5 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.
- 40 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q3 2024, down from 45 in Q2 2024.
- Funds reported $36.9M 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.