AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
24 hedge funds and large institutions have $94.5M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 12 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
8.13% more ownership
Funds ownership: 75.97% → 84.09% (+8.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less funds holding
Funds holding: 27 → 24 (-3)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
33% less capital invested
Capital invested by funds: $141M → $94.5M (-$46.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.73M |
| 2 |
Jane Street
New York
|
+$1.48M |
| 3 |
ECA
Elevated Capital Advisors
Sandy,
Utah
|
+$1.37M |
| 4 |
FI
FWG Investments
Lexington,
Kentucky
|
+$919K |
| 5 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$814K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$31.9M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$12M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$7.92M |
| 4 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$4.12M |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$2.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$2.4M | -91,183 | Closed |
|
|
GLR
27
Great Lakes Retirement
Sandusky,
Ohio
| – | -$2.2M | -83,870 | Closed |
|
|
KFG
28
Kingdom Financial Group
Peoria,
Arizona
| – | -$410K | -15,600 | Closed |
|
|
SPC
29
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$389K | -14,799 | Closed |
|
30
Citadel Advisors
Miami,
Florida
| – | -$328K | -12,475 | Closed |
|
|
OMC
31
Old Mission Capital
Chicago,
Illinois
| – | -$278K | -10,592 | Closed |
|
|
SF
32
Slagle Financial
Edwardsville,
Illinois
| – | -$215K | -8,178 | Closed |
|
|
PA
33
Pineridge Advisors
St. Charles,
Missouri
| – | -$58.7K | -2,232 | Closed |
|
34
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -420 | Closed |
|
|
RWPA
35
Richard W. Paul & Associates
Novi,
Michigan
| – | -$7.86K | -299 | Closed |
|
36
Bank of America
Charlotte,
North Carolina
| – | -$5.6K | -213 | Closed |
|
SIXD Hedge Fund Activity: Q4 2024 in Review
24 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) for Q4 2024, worth a combined $94.5M — down 33% from $141M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of SIXD and 10 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 8 added.
The largest buyer was Osaic Holdings, adding an estimated $2.73M. The largest seller was AE Wealth Management, cutting an estimated $31.9M.
- 24 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) as of Q4 2024, down from 27 in Q3 2024.
- Funds reported $94.5M of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF stock for Q4 2024, down 33% quarter-over-quarter.
- 10 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF positions in Q4 2024 and 12 closed out, a net change of -2 holders.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF buyer in Q4 2024 was Osaic Holdings, an estimated $2.73M added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF seller in Q4 2024 was AE Wealth Management, an estimated $31.9M sold.
Based on aggregated 13F filings for Q4 2024.