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

20 hedge funds and large institutions have $43.3M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

92% more capital invested

Capital invested by funds: $22.6M → $43.3M (+$20.7M)

43% more funds holding

Funds holding: 1420 (+6)

6.31% more ownership

Funds ownership: 84.9%91.21% (+6.3%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
20
Holders Change
+6
Holders Change %
+42.86%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$16.4M +$16.1M +692,488 New
AIMU
2
Allianz Investment Management US
Minnesota
$8.48M -$928K -40,000 -10%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.4M +$2.82M +121,454 +64%
CAN
4
Cetera Advisor Networks
California
$4.04M +$1.32M +56,710 +50%
BOSSRA
5
B.O.S.S. Retirement Advisors
Utah
$1.25M +$1.23M +52,961 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.22M +$343K +14,800 +40%
NFG
7
Nations Financial Group
Iowa
$1.05M -$18.2K -784 -2%
GLR
8
Great Lakes Retirement
Ohio
$1.04M +$1.02M +44,004 New
AWS
9
Atria Wealth Solutions
New York
$891K -$107K -4,620 -11%
Jane Street
10
Jane Street
New York
$562K +$217K +9,335 +65%
HI
11
Harbour Investments
Wisconsin
$317K
WP
12
WealthPLAN Partners
Nebraska
$289K -$32.3K -1,391 -10%
RG
13
Retirement Group
California
$250K +$80.9K +3,486 +69%
WIM
14
WealthPlan Investment Management
Nebraska
$34.4K -$281K -12,119 -89%
APW
15
Atlantic Private Wealth
North Carolina
$21.5K +$21K +906 New
UBS Group
16
UBS Group
Switzerland
$5K -$16.4K -706 -77%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.78K +$108K +4,639 +4%
AAS
18
Ameritas Advisory Services
Nebraska
$2.63K +$2.55K +110 New
RWPA
19
Richard W. Paul & Associates
Michigan
$521 +$510 +22 New
BAM
20
Belpointe Asset Management
Nevada
$426 +$418 +18 New
IA
21
IFP Advisors
Florida
-$9K -367 Closed

SIXJ Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q1 2023, worth a combined $43.3M — up 92% from $22.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SIXJ positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $16.1M. The largest seller was Allianz Investment Management US, cutting an estimated $928K.

  • 20 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q1 2023, up from 14 in Q4 2022.
  • Funds reported $43.3M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q1 2023, up 92% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q1 2023 and 1 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q1 2023 was AE Wealth Management, an estimated $16.1M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q1 2023 was Allianz Investment Management US, an estimated $928K sold.

Based on aggregated 13F filings for Q1 2023.