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

55 hedge funds and large institutions have $112M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

31% more funds holding

Funds holding: 4255 (+13)

22% more capital invested

Capital invested by funds: $92.2M → $112M (+$19.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6.75% less ownership

Funds ownership: 85.52%78.77% (-6.7%)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
55
Holders Change
+13
Holders Change %
+30.95%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
12
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$19.5M -$86.9K -2,841 -0.4%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$9.78M -$31.6K -1,033 -0.3%
Raymond James Financial
3
Raymond James Financial
Florida
$9.78M +$8.29M +271,187 +489%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.71M +$371K +12,141 +4%
AWM
5
AE Wealth Management
Kansas
$8.28M +$8.34M +272,628 +6,905%
RCWM
6
Red Crane Wealth Management
California
$8.03M -$27.4K -897 -0.3%
RA
7
RFG Advisory
Alabama
$6.68M +$1.48M +48,442 +28%
AWS
8
Atria Wealth Solutions
New York
$4.97M +$212K +6,922 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.59M +$1.13M +36,914 +44%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.71M -$104K -3,413 -4%
RGF
11
Retirement Guys Formula
Ohio
$2.33M -$68.7K -2,247 -3%
LAS
12
Lloyd Advisory Services
Georgia
$2.3M +$2.35M +76,816 New
AWA
13
Authentikos Wealth Advisory
California
$1.99M +$2.04M +66,613 New
SB
14
Strategic Blueprint
Georgia
$1.98M -$80.8K -2,643 -4%
GIA
15
Gladstone Institutional Advisory
Florida
$1.69M -$64.7K -2,115 -4%
IFG
16
Independent Financial Group
California
$1.67M -$3.98K -130 -0.2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.6M +$1.24M +40,431 +312%
BOSSRA
18
B.O.S.S. Retirement Advisors
Utah
$1.53M +$1.57M +51,204 New
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.43M +$1.46M +47,726 New
KAS
20
Kestra Advisory Services
Texas
$1.18M +$74.1K +2,423 +7%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.16M -$451K -14,738 -28%
OPS
22
Orion Portfolio Solutions
Nebraska
$1.16M -$451K -14,738 -28%
ECA
23
Elevated Capital Advisors
Utah
$1.02M +$16.9K +553 +2%
FHC
24
First Heartland Consultants
Missouri
$1.01M +$148K +4,852 +17%
NFG
25
Nations Financial Group
Iowa
$851K -$148K -4,848 -15%

SIXJ Hedge Fund Activity: Q1 2025 in Review

55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q1 2025, worth a combined $112M — up 22% from $92.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SIXJ positions and 4 closed out — a net gain of 13 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $8.34M. The largest seller was Delta Investment Management, exiting entirely with an estimated $4.58M sold.

  • 55 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q1 2025, up from 42 in Q4 2024.
  • Funds reported $112M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q1 2025, up 22% quarter-over-quarter.
  • 17 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q1 2025 and 4 closed out, a net change of +13 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q1 2025 was AE Wealth Management, an estimated $8.34M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q1 2025 was Delta Investment Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q1 2025.