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AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF

38 hedge funds and large institutions have $93.2M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 7

14% less funds holding

Funds holding: 4438 (-6)

14.58% less ownership

Funds ownership: 100.94%86.36% (-15%)

32% less capital invested

Capital invested by funds: $137M → $93.2M (-$43.3M)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
19
Reduced
7
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$417K +$136K +5,000 +50%
CA
27
Cetera Advisors
Colorado
$370K -$197K -7,270 -35%
SOS
28
Silver Oak Securities
Tennessee
$357K +$349K +12,845 New
Citadel Advisors
29
Citadel Advisors
Florida
$349K +$341K +12,568 New
RG
30
Retirement Group
California
$306K
CF
31
Centaurus Financial
California
$243K +$17.3K +638 +8%
HI
32
Harbour Investments
Wisconsin
$133K +$23.4K +862 +22%
US Bancorp
33
US Bancorp
Minnesota
$55.6K +$27.2K +1,000 +100%
NS
34
NBC Securities
Alabama
$21K
PA
35
Pineridge Advisors
Missouri
$8.67K -$26.2K -964 -76%
CFD
36
Creative Financial Designs
Indiana
$8.34K
AF
37
Allworth Financial
California
$306 +$299 +11 New
DFA
38
DHJJ Financial Advisors
Illinois
$278
AWM
39
AE Wealth Management
Kansas
-$52.7M -1,926,500 Closed
LAS
40
Lloyd Advisory Services
Georgia
-$7.84M -295,277 Closed
MAWAG
41
Mid-American Wealth Advisory Group
Missouri
-$4.22M -159,124 Closed
BOSSRA
42
B.O.S.S. Retirement Advisors
Utah
-$2.53M -95,436 Closed
GLR
43
Great Lakes Retirement
Ohio
-$1.95M -73,356 Closed
AWA
44
Authentikos Wealth Advisory
California
-$661K -24,889 Closed
PGWM
45
Pitti Group Wealth Management
New York
-$287K -10,821 Closed
Creative Planning
46
Creative Planning
Kansas
-$236K -8,906 Closed
ASN
47
Advisory Services Network
Georgia
-$143K -5,400 Closed
OLVIG
48
Oliver Lagore Vanvalin Investment Group
Michigan
-$9.16K -345 Closed
RWPA
49
Richard W. Paul & Associates
Michigan
-$2.26K -85 Closed
TAM
50
Tucker Asset Management
Colorado
-$823 -31 Closed

SIXJ Hedge Fund Activity: Q1 2024 in Review

38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q1 2024, worth a combined $93.2M — down 32% from $137M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of SIXJ and 7 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 19 added.

The largest buyer was RFG Advisory, opening a new position worth an estimated $9.03M. The largest seller was AE Wealth Management, exiting entirely with an estimated $52.7M sold.

  • 38 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q1 2024, down from 44 in Q4 2023.
  • Funds reported $93.2M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q1 2024, down 32% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q1 2024 and 13 closed out, a net change of -6 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q1 2024 was RFG Advisory, an estimated $9.03M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q1 2024 was AE Wealth Management, an estimated $52.7M sold.

Based on aggregated 13F filings for Q1 2024.