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SIXD

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

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.

New
Increased
Maintained
Reduced
Closed

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: 22 (0)

11% less funds holding

Funds holding: 2724 (-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)

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
8
Reduced
5
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$62.1M -$31.9M -1,199,175 -34%
ECA
2
Elevated Capital Advisors
Utah
$4.53M +$1.37M +51,576 +43%
FWM
3
FSR Wealth Management
Illinois
$4.36M +$4.37M +164,190 New
SW
4
SMART Wealth
Nebraska
$3.45M +$112K +4,217 +3%
AIMU
5
Allianz Investment Management US
Minnesota
$3.38M -$1.93M -72,500 -36%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.78M +$2.73M +102,687 +5,071%
FI
7
FWG Investments
Kentucky
$2.56M +$919K +34,530 +56%
Raymond James Financial
8
Raymond James Financial
Florida
$2.52M +$2.52M +94,807 New
Jane Street
9
Jane Street
New York
$1.48M +$1.48M +55,657 New
Q1WB
10
Quest 10 Wealth Builders
Virginia
$959K +$961K +36,107 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$853K +$380K +14,267 +80%
CAG
12
Csenge Advisory Group
Florida
$812K +$814K +30,579 New
AWS
13
Atria Wealth Solutions
New York
$726K +$156K +5,857 +27%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$611K +$167K +6,290 +38%
FA
15
FSA Advisors
Michigan
$610K +$279K +10,469 +84%
TC
16
TownSquare Capital
Utah
$569K -$6.79K -255 -1%
LI
17
LifeWealth Investments
Florida
$488K +$489K +18,376 New
LRWM
18
Lord & Richards Wealth Management
Colorado
$474K +$475K +17,833 New
LAS
19
Lloyd Advisory Services
Georgia
$349K -$12M -452,502 -97%
BOSSRA
20
B.O.S.S. Retirement Advisors
Utah
$309K -$7.92M -297,365 -96%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$229K +$230K +8,641 New
Goldman Sachs
22
Goldman Sachs
New York
$217K
HI
23
Harbour Investments
Wisconsin
$43.6K +$43.7K +1,643 New
NMG
24
New Millennium Group
Utah
$11K +$11K +415 New
HBS
25
Howard Bailey Securities
Indiana
-$4.12M -156,653 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.