AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
43 hedge funds and large institutions have $78.6M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 18 reducing their positions, and 7 closing their positions.
117% more capital invested
Capital invested by funds: $36.2M → $78.6M (+$42.4M)
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
20.47% more ownership
Funds ownership: 61.85% → 82.32% (+20%)
10% more funds holding
Funds holding: 39 → 43 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
72% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$42.6M |
| 2 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.13M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.03M |
| 4 |
PW
Paladin Wealth
Arden Hills,
Minnesota
|
+$713K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.8M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$727K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$600K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$536K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$481K |
JUNW Hedge Fund Activity: Q4 2024 in Review
43 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q4 2024, worth a combined $78.6M — up 117% from $36.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JUNW positions and 7 closed out — a net gain of 5 holders — while 5 added to existing stakes and 18 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $42.6M. The largest seller was AE Wealth Management, cutting an estimated $1.8M.
- 43 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q4 2024, up from 39 in Q3 2024.
- Funds reported $78.6M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q4 2024, up 117% quarter-over-quarter.
- 12 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q4 2024 and 7 closed out, a net change of +5 holders.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q4 2024 was Gradient Investments, an estimated $42.6M added.
- The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q4 2024 was AE Wealth Management, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2024.