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

20 hedge funds and large institutions have $75.1M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

135.13% more ownership

Funds ownership: 91.21%226.34% (+135%)

74% more capital invested

Capital invested by funds: $43.3M → $75.1M (+$31.9M)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$38.2M +$20.4M +841,240 +121%
AIMU
2
Allianz Investment Management US
Minnesota
$8.92M
Osaic Holdings
3
Osaic Holdings
Arizona
$7.99M +$207K +8,562 +3%
LNC
4
Lincoln National Corp
Pennsylvania
$5.67M +$5.51M +227,541 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.8M -$119K -4,922 -4%
GLR
6
Great Lakes Retirement
Ohio
$2.55M +$1.41M +58,211 +132%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.44M +$1.09M +44,988 +85%
CAN
8
Cetera Advisor Networks
California
$1.58M -$2.6M -107,352 -63%
NFG
9
Nations Financial Group
Iowa
$1.14M +$30.4K +1,256 +3%
AWA
10
Authentikos Wealth Advisory
California
$826K +$803K +33,158 New
AWS
11
Atria Wealth Solutions
New York
$735K -$195K -8,067 -21%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$675K -$590K -24,382 -47%
GS
13
GTS Securities
New York
$448K +$435K +17,974 New
HI
14
Harbour Investments
Wisconsin
$334K
RG
15
Retirement Group
California
$270K
KAS
16
Kestra Advisory Services
Texas
$244K +$237K +9,795 New
LOIP
17
Live Oak Investment Partners
Texas
$130K
WP
18
WealthPLAN Partners
Nebraska
$125K -$173K -7,156 -59%
OLVIG
19
Oliver Lagore Vanvalin Investment Group
Michigan
$58.6K +$57K +2,355 New
WIM
20
WealthPlan Investment Management
Nebraska
$19.4K -$16.3K -675 -46%
RWPA
21
Richard W. Paul & Associates
Michigan
$374 -$169 -7 -32%
Jane Street
22
Jane Street
New York
-$562K -23,713 Closed
APW
23
Atlantic Private Wealth
North Carolina
-$21.5K -906 Closed
UBS Group
24
UBS Group
Switzerland
-$5K -211 Closed
AAS
25
Ameritas Advisory Services
Nebraska
-$2.63K -110 Closed

SIXJ Hedge Fund Activity: Q2 2023 in Review

20 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q2 2023, worth a combined $75.1M — up 74% from $43.3M a quarter earlier.

Fund positioning in SIXJ was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $20.4M. The largest seller was Cetera Advisor Networks, cutting an estimated $2.6M.

  • 20 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $75.1M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q2 2023, up 74% quarter-over-quarter.
  • 5 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q2 2023 was AE Wealth Management, an estimated $20.4M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q2 2023 was Cetera Advisor Networks, an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2023.