AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
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.
171% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 7
14% less funds holding
Funds holding: 44 → 38 (-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: 3 → 0 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$9.03M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$7.54M |
| 3 |
Jane Street
New York
|
+$4.59M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.47M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$52.7M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$7.84M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$5.2M |
| 4 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$4.22M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$2.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| – | -$717 | -27 | 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.