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

39 hedge funds and large institutions have $85.8M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

10.42% more ownership

Funds ownership: 86.36%96.78% (+10%)

3% more funds holding

Funds holding: 3839 (+1)

8% less capital invested

Capital invested by funds: $93.2M → $85.8M (-$7.36M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$287K -$69K -2,470 -20%
CF
27
Centaurus Financial
California
$251K +$2.66K +95 +1%
GM
28
GeoWealth Management
Illinois
$206K +$203K +7,267 New
LOIP
29
Live Oak Investment Partners
Texas
$148K
HI
30
Harbour Investments
Wisconsin
$135K
FNWA
31
Financial Network Wealth Advisors
Utah
$91.2K +$89.8K +3,211 New
CAS
32
Coppell Advisory Solutions
Texas
$25.7K +$25.3K +906 New
PA
33
Pineridge Advisors
Missouri
$21.8K +$12.7K +454 +146%
NS
34
NBC Securities
Alabama
$20K
CFD
35
Creative Financial Designs
Indiana
$8.52K
SFC
36
Strategic Financial Concepts
Texas
$2.81K +$2.23M +79,918 New
RWPA
37
Richard W. Paul & Associates
Michigan
$1.5K +$1.48K +53 New
FHC
38
First Heartland Consultants
Missouri
$818 +$217K +7,758 +37%
AF
39
Allworth Financial
California
$315
DFA
40
DHJJ Financial Advisors
Illinois
$284
RA
41
RFG Advisory
Alabama
-$9.24M -332,472 Closed
Jane Street
42
Jane Street
New York
-$5.19M -186,630 Closed
LNC
43
Lincoln National Corp
Pennsylvania
-$1.32M -47,431 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$419K -15,087 Closed
US Bancorp
45
US Bancorp
Minnesota
-$55.6K -2,000 Closed

SIXJ Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q2 2024, worth a combined $85.8M — down 7.9% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SIXJ positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $8.83M. The largest seller was RFG Advisory, exiting entirely with an estimated $9.24M sold.

  • 39 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q2 2024, up from 38 in Q1 2024.
  • Funds reported $85.8M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q2 2024 was AE Wealth Management, an estimated $8.83M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q2 2024 was RFG Advisory, an estimated $9.24M sold.

Based on aggregated 13F filings for Q2 2024.