AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
44 hedge funds and large institutions have $137M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
146% more capital inflows, than outflows
Capital inflows: $19.1M | Capital outflows: $7.76M
33% more funds holding
Funds holding: 33 → 44 (+11)
0.13% less ownership
Funds ownership: 101.07% → 100.94% (-0.13%)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lloyd Advisory Services
Suwanee,
Georgia
|
+$7.44M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.02M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
+$1.87M |
| 4 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.63M |
| 5 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.93M |
| 2 |
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.2M |
| 3 |
RFG Advisory
Birmingham,
Alabama
|
-$694K |
| 4 |
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
-$587K |
| 5 |
Great Lakes Retirement
Sandusky,
Ohio
|
-$527K |
SIXJ Hedge Fund Activity: Q4 2023 in Review
44 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q4 2023, worth a combined $137M — up 20% from $114M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SIXJ positions and 5 closed out — a net gain of 11 holders — while 7 added to existing stakes and 16 trimmed.
The largest buyer was Lloyd Advisory Services, opening a new position worth an estimated $7.44M. The largest seller was Osaic Holdings, cutting an estimated $2.93M.
- 44 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q4 2023, up from 33 in Q3 2023.
- Funds reported $137M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q4 2023, up 20% quarter-over-quarter.
- 16 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q4 2023 and 5 closed out, a net change of +11 holders.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q4 2023 was Lloyd Advisory Services, an estimated $7.44M added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.93M sold.
Based on aggregated 13F filings for Q4 2023.