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

42 hedge funds and large institutions have $92.2M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.98% less ownership

Funds ownership: 91.5% → 85.52% (-6%)

29% less funds holding

Funds holding: 59 → 42 (-17)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

65% less capital invested

Capital invested by funds: $266M → $92.2M (-$174M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
42
Holders Change
-17
Holders Change %
-28.81%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
11
Reduced
21
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$5.02M
2
MFS
Mattson Financial Services
Michigan
+$2.51M
3
ASN
Advisory Services Network
Georgia
+$853K
4
GIA
Gladstone Institutional Advisory
Florida
+$575K
5
Citadel Advisors
Citadel Advisors
Florida
+$413K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$147M
2
AWM
AE Wealth Management
Kansas
-$10.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.67M
4
BFA
Brown Financial Advisors
Ohio
-$5.01M
5
LAS
Lloyd Advisory Services
Georgia
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$420K +$413K +13,810 New
SOS
27
Silver Oak Securities
Tennessee
$412K +$2.36K +79 +0.6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$393K +$927 +31 +0.2%
SP
29
Sequent Planning
Nebraska
$352K +$69.9K +2,337 +25%
OIA
30
OneDigital Investment Advisors
Kansas
$281K -$329K -11,000 -54%
CF
31
Centaurus Financial
California
$265K -$2.03K -68 -0.8%
W
32
Wealthquest
Ohio
$260K – – –
FCM
33
Fortis Capital Management
Washington
$212K – – –
CFD
34
Creative Financial Designs
Indiana
$165K -$6.85K -229 -4%
HI
35
Harbour Investments
Wisconsin
$160K -$3.38K -113 -2%
AIMU
36
Allianz Investment Management US
Minnesota
$152K -$1.54M -51,383 -91%
AWM
37
AE Wealth Management
Kansas
$120K -$10.2M -340,379 -99%
FNWA
38
Financial Network Wealth Advisors
Utah
$97.8K -$106K -3,541 -52%
JP Morgan Chase
39
JP Morgan Chase
New York
$97.2K +$95.7K +3,200 New
CAS
40
Coppell Advisory Solutions
Texas
$27.4K -$150 -5 -0.6%
PA
41
Pineridge Advisors
Missouri
$9.48K -$12.4K -413 -57%
DFA
42
DHJJ Financial Advisors
Illinois
$304 – – –
BFA
43
Brown Financial Advisors
Ohio
– -$5.01M -170,346 Closed
LAS
44
Lloyd Advisory Services
Georgia
– -$3.22M -109,575 Closed
MAWAG
45
Mid-American Wealth Advisory Group
Missouri
– -$3.21M -109,291 Closed
PW
46
Paladin Wealth
Minnesota
– -$3.12M -106,177 Closed
Goldman Sachs
47
Goldman Sachs
New York
– -$1.46M -49,814 Closed
OMC
48
Old Mission Capital
Illinois
– -$1.19M -40,382 Closed
HBS
49
Howard Bailey Securities
Indiana
– -$919K -31,256 Closed
GLR
50
Great Lakes Retirement
Ohio
– -$705K -23,986 Closed
1
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SIXJ Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q4 2024, worth a combined $92.2M — down 65% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SIXJ and 6 opened new positions — a net loss of 16 holders — while 21 trimmed existing stakes and 11 added.

The largest buyer was RFG Advisory, adding an estimated $5.02M. The largest seller was Gradient Investments, cutting an estimated $147M.

  • 42 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q4 2024, down from 59 in Q3 2024.
  • Funds reported $92.2M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q4 2024, down 65% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q4 2024 and 22 closed out, a net change of -16 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q4 2024 was RFG Advisory, an estimated $5.02M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q4 2024 was Gradient Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2024.