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

42 hedge funds and large institutions have $92.2M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.98% less ownership

Funds ownership: 91.5% → 85.52% (-6%)

29% less funds holding

Funds holding: 59 → 42 (-17)

48% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 21

65% less capital invested

Capital invested by funds: $266M → $92.2M (-$174M)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
42
Holders Change
-17
Holders Change %
-28.81%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
6
Increased
11
Reduced
21
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
RFG Advisory
Alabama
+$5.02M
2
MFS
Mattson Financial Services
Michigan
+$2.51M
3
ASN
Advisory Services Network
Georgia
+$853K
4
GIA
Gladstone Institutional Advisory
Florida
+$575K
5
Citadel Advisors
Citadel Advisors
Florida
+$413K

Top Sellers

1
GI
Gradient Investments
Minnesota
-$147M
2
AWM
AE Wealth Management
Kansas
-$10.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.67M
4
BFA
Brown Financial Advisors
Ohio
-$5.01M
5
LAS
Lloyd Advisory Services
Georgia
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$19.8M -$2.2M -73,660 -10%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.96M -$152K -5,068 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.47M -$310K -10,350 -4%
RCWM
4
Red Crane Wealth Management
California
$8.17M +$8.04M +268,982 New
RA
5
RFG Advisory
Alabama
$5.31M +$5.02M +167,902 +2,449%
AWS
6
Atria Wealth Solutions
New York
$4.83M +$121K +4,054 +3%
DIM
7
Delta Investment Management
California
$4.58M +$19.7K +659 +0.4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.85M -$106K -3,532 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.53M -$5.67M -189,731 -70%
MFS
10
Mattson Financial Services
Michigan
$2.47M +$2.51M +84,047 New
RGF
11
Retirement Guys Formula
Ohio
$2.43M +$123K +4,100 +5%
SB
12
Strategic Blueprint
Georgia
$2.08M +$41.5K +1,388 +2%
GIA
13
Gladstone Institutional Advisory
Florida
$1.78M +$575K +19,217 +49%
IFG
14
Independent Financial Group
California
$1.7M -$22.4K -750 -1%
Raymond James Financial
15
Raymond James Financial
Florida
$1.68M +$1.66M +55,417 New
BCI
16
Brinker Capital Investments
Pennsylvania
$1.62M -$201K -6,735 -11%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.62M -$201K -6,735 -11%
KAS
18
Kestra Advisory Services
Texas
$1.12M +$68.7K +2,296 +7%
ECA
19
Elevated Capital Advisors
Utah
$1.02M +$298K +9,979 +42%
NFG
20
Nations Financial Group
Iowa
$1.01M -$79.7K -2,665 -7%
FHC
21
First Heartland Consultants
Missouri
$882K -$145K -4,842 -14%
ASN
22
Advisory Services Network
Georgia
$867K +$853K +28,539 New
LPL Financial
23
LPL Financial
California
$817K -$50K -1,672 -6%
BWM
24
BCGM Wealth Management
Indiana
$623K – – –
GI
25
Gradient Investments
Minnesota
$454K -$147M -4,899,139 -100%
1
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SIXJ Hedge Fund Activity: Q4 2024 in Review

42 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q4 2024, worth a combined $92.2M — down 65% from $266M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of SIXJ and 6 opened new positions — a net loss of 16 holders — while 21 trimmed existing stakes and 11 added.

The largest buyer was RFG Advisory, adding an estimated $5.02M. The largest seller was Gradient Investments, cutting an estimated $147M.

  • 42 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q4 2024, down from 59 in Q3 2024.
  • Funds reported $92.2M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q4 2024, down 65% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q4 2024 and 22 closed out, a net change of -16 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q4 2024 was RFG Advisory, an estimated $5.02M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q4 2024 was Gradient Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2024.