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

39 hedge funds and large institutions have $85.8M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

10.42% more ownership

Funds ownership: 86.36%96.78% (+10%)

3% more funds holding

Funds holding: 3839 (+1)

8% less capital invested

Capital invested by funds: $93.2M → $85.8M (-$7.36M)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
14
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$21M +$1.28M +45,946 +7%
AWM
2
AE Wealth Management
Kansas
$8.98M +$8.83M +316,028 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$8.75M +$313K +11,184 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.5M +$264K +9,442 +4%
AIMU
5
Allianz Investment Management US
Minnesota
$6.99M -$280K -10,000 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$6.22M -$5.06K -181 -0.1%
AWS
7
Atria Wealth Solutions
New York
$3.17M +$777K +27,808 +33%
LAS
8
Lloyd Advisory Services
Georgia
$3.1M +$3.05M +109,212 New
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.39M -$38.3K -1,371 -2%
RGF
10
Retirement Guys Formula
Ohio
$1.99M -$51.3K -1,835 -3%
BCI
11
Brinker Capital Investments
Pennsylvania
$1.88M -$419 -15 -0%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.88M -$419 -15 -0%
IFG
13
Independent Financial Group
California
$1.69M -$57.1K -2,041 -3%
SB
14
Strategic Blueprint
Georgia
$1.49M +$11.7K +418 +0.8%
NFG
15
Nations Financial Group
Iowa
$1.03M -$29K -1,038 -3%
KAS
16
Kestra Advisory Services
Texas
$938K +$76.1K +2,723 +9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$871K -$70.6K -2,526 -8%
SRA
18
Secured Retirement Advisors
Minnesota
$843K +$28.2K +1,008 +4%
OIA
19
OneDigital Investment Advisors
Kansas
$795K +$363K +13,000 +87%
BWM
20
BCGM Wealth Management
Indiana
$708K +$198K +7,070 +40%
GLR
21
Great Lakes Retirement
Ohio
$695K +$684K +24,462 New
LPL Financial
22
LPL Financial
California
$577K +$72.9K +2,609 +15%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$480K +$22K +788 +5%
SOS
24
Silver Oak Securities
Tennessee
$322K -$41.7K -1,492 -12%
PGWM
25
Pitti Group Wealth Management
New York
$287K +$303K +10,821 New

SIXJ Hedge Fund Activity: Q2 2024 in Review

39 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q2 2024, worth a combined $85.8M — down 7.9% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SIXJ positions and 5 closed out — a net gain of 4 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $8.83M. The largest seller was RFG Advisory, exiting entirely with an estimated $9.24M sold.

  • 39 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q2 2024, up from 38 in Q1 2024.
  • Funds reported $85.8M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q2 2024 was AE Wealth Management, an estimated $8.83M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q2 2024 was RFG Advisory, an estimated $9.24M sold.

Based on aggregated 13F filings for Q2 2024.