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SIXD

AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF

27 hedge funds and large institutions have $141M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

23% more funds holding

Funds holding: 2227 (+5)

16% more capital invested

Capital invested by funds: $122M → $141M (+$19.7M)

3.63% more ownership

Funds ownership: 72.34%75.97% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
9
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$93M +$5.2M +202,099 +6%
LAS
2
Lloyd Advisory Services
Georgia
$12.2M -$479K -18,612 -4%
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$8.12M +$173K +6,730 +2%
AIMU
4
Allianz Investment Management US
Minnesota
$5.25M
HBS
5
Howard Bailey Securities
Indiana
$4.12M +$4.03M +156,653 New
SW
6
SMART Wealth
Nebraska
$3.3M +$3.23M +125,572 New
ECA
7
Elevated Capital Advisors
Utah
$3.13M +$3.06M +119,055 New
AWA
8
Authentikos Wealth Advisory
California
$2.4M +$2.35M +91,183 New
GLR
9
Great Lakes Retirement
Ohio
$2.2M -$39.5K -1,534 -2%
FI
10
FWG Investments
Kentucky
$1.62M +$289K +11,216 +22%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.6M -$1.9M -73,702 -55%
TC
12
TownSquare Capital
Utah
$569K +$51K +1,980 +10%
AWS
13
Atria Wealth Solutions
New York
$565K +$34.1K +1,324 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$469K
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$440K -$70.1K -2,725 -14%
KFG
16
Kingdom Financial Group
Arizona
$410K +$9.34K +363 +2%
SPC
17
Sigma Planning Corp
Michigan
$389K +$28.9K +1,122 +8%
Citadel Advisors
18
Citadel Advisors
Florida
$328K +$321K +12,475 New
FA
19
FSA Advisors
Michigan
$319K +$322K +12,508 New
OMC
20
Old Mission Capital
Illinois
$278K +$273K +10,592 New
SF
21
Slagle Financial
Illinois
$215K -$7.54K -293 -3%
Goldman Sachs
22
Goldman Sachs
New York
$215K +$210K +8,176 New
PA
23
Pineridge Advisors
Missouri
$58.7K -$5.35K -208 -9%
Osaic Holdings
24
Osaic Holdings
Arizona
$53.2K +$36K +1,400 +224%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.8K +420 New

SIXD Hedge Fund Activity: Q3 2024 in Review

27 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) for Q3 2024, worth a combined $141M — up 16% from $122M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SIXD positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $5.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $1.9M.

  • 27 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF (SIXD) as of Q3 2024, up from 22 in Q2 2024.
  • Funds reported $141M of AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF stock for Q3 2024, up 16% quarter-over-quarter.
  • 10 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF positions in Q3 2024 and 5 closed out, a net change of +5 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF buyer in Q3 2024 was AE Wealth Management, an estimated $5.2M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF seller in Q3 2024 was Raymond James Financial Services Advisors, an estimated $1.9M sold.

Based on aggregated 13F filings for Q3 2024.