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AllianzIM U.S. Equity Buffer20 Jun ETF

40 hedge funds and large institutions have $74.7M invested in AllianzIM U.S. Equity Buffer20 Jun ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $78.6M → $74.7M (-$3.91M)

1.26% less ownership

Funds ownership: 82.32%81.06% (-1.3%)

7% less funds holding

Funds holding: 4340 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

53% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 17

Holders
40
Holders Change
-3
Holders Change %
-6.98%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
8
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$43.3M +$917K +30,351 +2%
AAM
2
American Asset Management
Florida
$5.38M -$164K -5,440 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.98M -$123K -4,075 -3%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.61M -$278K -9,204 -7%
ECA
5
Elevated Capital Advisors
Utah
$3.18M +$205K +6,776 +7%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.89M -$159K -5,258 -8%
KAS
7
Kestra Advisory Services
Texas
$1.49M -$531K -17,589 -26%
Raymond James Financial
8
Raymond James Financial
Florida
$1.21M -$23K -762 -2%
AWS
9
Atria Wealth Solutions
New York
$1.17M -$5.29K -175 -0.4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$880K -$80.1K -2,652 -8%
HI
11
Harbour Investments
Wisconsin
$876K -$508K -16,828 -36%
SWM
12
Spire Wealth Management
Virginia
$800K -$228K -7,550 -22%
GFG
13
Grantvest Financial Group
New Jersey
$700K -$40.3K -1,333 -5%
CF
14
Centaurus Financial
California
$584K
BFA
15
Brown Financial Advisors
Ohio
$510K +$32.5K +1,075 +7%
MFS
16
Mattson Financial Services
Michigan
$434K +$441K +14,601 New
PW
17
Paladin Wealth
Minnesota
$421K -$293K -9,705 -41%
LPL Financial
18
LPL Financial
California
$394K +$37.8K +1,251 +10%
AWM
19
AE Wealth Management
Kansas
$384K -$77.5K -2,567 -17%
CRWM
20
Castle Rock Wealth Management
California
$372K
Citadel Advisors
21
Citadel Advisors
Florida
$364K -$187K -6,191 -34%
FFN
22
Focus Financial Network
Minnesota
$347K
JSA
23
Jim Saulnier & Associates
Colorado
$346K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$316K +$116K +3,833 +56%
PA
25
PFG Advisors
Arizona
$308K -$40.2K -1,331 -11%

JUNW Hedge Fund Activity: Q1 2025 in Review

40 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) for Q1 2025, worth a combined $74.7M — down 5% from $78.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JUNW and 5 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 8 added.

The largest buyer was Gradient Investments, adding an estimated $917K. The largest seller was Old Mission Capital, exiting entirely with an estimated $689K sold.

  • 40 institutional investors held AllianzIM U.S. Equity Buffer20 Jun ETF (JUNW) as of Q1 2025, down from 43 in Q4 2024.
  • Funds reported $74.7M of AllianzIM U.S. Equity Buffer20 Jun ETF stock for Q1 2025, down 5% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity Buffer20 Jun ETF positions in Q1 2025 and 7 closed out, a net change of -2 holders.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF buyer in Q1 2025 was Gradient Investments, an estimated $917K added.
  • The largest AllianzIM U.S. Equity Buffer20 Jun ETF seller in Q1 2025 was Old Mission Capital, an estimated $689K sold.

Based on aggregated 13F filings for Q1 2025.