AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
59 hedge funds and large institutions have $266M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.
500% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 4
210% more capital invested
Capital invested by funds: $85.8M → $266M (+$181M)
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
51% more funds holding
Funds holding: 39 → 59 (+20)
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
5.28% less ownership
Funds ownership: 96.78% → 91.5% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$141M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.75M |
| 3 |
BFA
Brown Financial Advisors
Milford,
Ohio
|
+$4.89M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
+$4.31M |
| 5 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$5.45M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$510K |
| 3 |
SRA
Secured Retirement Advisors
St Louis Park,
Minnesota
|
-$480K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$416K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$287K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Harbour Investments
Madison,
Wisconsin
| $158K | +$17.3K | +604 | +13% |
|
|
LOIP
52
Live Oak Investment Partners
Austin,
Texas
| $154K | – | – | – |
|
|
CAS
53
Coppell Advisory Solutions
Coppell,
Texas
| $26.6K | – | – | – |
|
|
PA
54
Pineridge Advisors
St. Charles,
Missouri
| $21.3K | -$1.18K | -41 | -5% |
|
|
NS
55
NBC Securities
Birmingham,
Alabama
| $21K | – | – | – |
|
56
Morgan Stanley
New York
| $4.64K | +$4.53K | +158 | New |
|
57
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $2.12K | +$2.07K | +72 | New |
|
|
RWPA
58
Richard W. Paul & Associates
Novi,
Michigan
| $1.68K | +$115 | +4 | +8% |
|
|
CA
59
Continuum Advisory
Eagle,
Idaho
| $570 | +$545 | +19 | New |
|
|
DFA
60
DHJJ Financial Advisors
Naperville,
Illinois
| $295 | – | – | – |
|
|
SFC
61
Strategic Financial Concepts
San Antonio,
Texas
| – | -$2.81K | -79,918 | Closed |
|
|
62
Citadel Advisors
Miami,
Florida
| – | -$287K | -10,098 | Closed |
|
|
GM
63
GeoWealth Management
Chicago,
Illinois
| – | -$206K | -7,267 | Closed |
|
|
AF
64
Allworth Financial
Folsom,
California
| – | -$315 | -11 | Closed |
|
SIXJ Hedge Fund Activity: Q3 2024 in Review
59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q3 2024, worth a combined $266M — up 210% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SIXJ positions and 4 closed out — a net gain of 20 holders — while 18 added to existing stakes and 13 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $141M. The largest seller was Allianz Investment Management US, cutting an estimated $5.45M.
- 59 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q3 2024, up from 39 in Q2 2024.
- Funds reported $266M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q3 2024, up 210% quarter-over-quarter.
- 24 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q3 2024 and 4 closed out, a net change of +20 holders.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q3 2024 was Gradient Investments, an estimated $141M added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q3 2024 was Allianz Investment Management US, an estimated $5.45M sold.
Based on aggregated 13F filings for Q3 2024.