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

55 hedge funds and large institutions have $112M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

31% more funds holding

Funds holding: 4255 (+13)

22% more capital invested

Capital invested by funds: $92.2M → $112M (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.75% less ownership

Funds ownership: 85.52%78.77% (-6.7%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
12
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBS
26
Howard Bailey Securities
Indiana
$823K +$841K +27,488 New
ASN
27
Advisory Services Network
Georgia
$814K -$41.5K -1,358 -5%
LPL Financial
28
LPL Financial
California
$766K -$39.1K -1,278 -5%
LI
29
LifeWealth Investments
Florida
$709K +$724K +23,678 New
BWM
30
BCGM Wealth Management
Indiana
$614K
GLR
31
Great Lakes Retirement
Ohio
$605K +$618K +20,221 New
SOS
32
Silver Oak Securities
Tennessee
$402K -$2.42K -79 -0.6%
SP
33
Sequent Planning
Nebraska
$347K
OIA
34
OneDigital Investment Advisors
Kansas
$277K
HI
35
Harbour Investments
Wisconsin
$266K +$111K +3,616 +69%
W
36
Wealthquest
Ohio
$256K
CF
37
Centaurus Financial
California
$245K -$17.2K -563 -6%
FCM
38
Fortis Capital Management
Washington
$209K
CFD
39
Creative Financial Designs
Indiana
$158K -$4.25K -139 -3%
UBS Group
40
UBS Group
Switzerland
$148K +$151K +4,952 New
AIMU
41
Allianz Investment Management US
Minnesota
$147K
JP Morgan Chase
42
JP Morgan Chase
New York
$95.8K
FNWA
43
Financial Network Wealth Advisors
Utah
$75.9K -$20.8K -681 -21%
T
44
Transce3nd
Texas
$28.7K +$29.3K +957 New
LRWM
45
Lord & Richards Wealth Management
Colorado
$28K +$28.6K +935 New
Q1WB
46
Quest 10 Wealth Builders
Virginia
$27.5K +$28.1K +919 New
NS
47
NBC Securities
Alabama
$21K +$22.2K +725 New
PSFG
48
Park Square Financial Group
Georgia
$17.3K +$17.7K +579 New
PA
49
Pineridge Advisors
Missouri
$16.9K +$7.74K +253 +81%
CAWM
50
Capital A Wealth Management
Pennsylvania
$8.29K +$8.47K +277 New

SIXJ Hedge Fund Activity: Q1 2025 in Review

55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q1 2025, worth a combined $112M — up 22% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SIXJ positions and 4 closed out — a net gain of 13 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $8.34M. The largest seller was Delta Investment Management, exiting entirely with an estimated $4.58M sold.

  • 55 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q1 2025, up from 42 in Q4 2024.
  • Funds reported $112M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q1 2025, up 22% quarter-over-quarter.
  • 17 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q1 2025 was AE Wealth Management, an estimated $8.34M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q1 2025 was Delta Investment Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2025.