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

56 hedge funds and large institutions have $124M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $112M → $124M (+$11.9M)

2% more funds holding

Funds holding: 5556 (+1)

0.7% more ownership

Funds ownership: 78.77%79.47% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 22

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% 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
6
Increased
18
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$20.6M -$202K -6,654 -1%
Raymond James Financial
2
Raymond James Financial
Florida
$10.6M +$130K +4,275 +1%
RA
3
RFG Advisory
Alabama
$10.1M +$2.83M +93,351 +42%
RCWM
4
Red Crane Wealth Management
California
$10M +$1.39M +45,747 +17%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$10M -$427K -14,099 -4%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.84M +$499K +16,472 +6%
AWM
7
AE Wealth Management
Kansas
$8.65M -$193K -6,353 -2%
UFF
8
USA Financial Formulas
Michigan
$5.59M +$5.29M +174,413 +215,325%
AWS
9
Atria Wealth Solutions
New York
$5.08M -$218K -7,176 -4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.69M -$145K -4,773 -4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.61M -$271K -8,945 -10%
RGF
12
Retirement Guys Formula
Ohio
$2.44M -$47.2K -1,557 -2%
LAS
13
Lloyd Advisory Services
Georgia
$2.4M -$56.8K -1,874 -2%
SB
14
Strategic Blueprint
Georgia
$1.85M -$247K -8,158 -12%
IFG
15
Independent Financial Group
California
$1.68M -$105K -3,451 -6%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.67M +$31.6K +1,044 +2%
GIA
17
Gladstone Institutional Advisory
Florida
$1.49M -$307K -10,126 -18%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.32M -$201K -6,628 -14%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.21M -$27.8K -916 -2%
KAS
20
Kestra Advisory Services
Texas
$1.18M -$76.9K -2,535 -6%
FHC
21
First Heartland Consultants
Missouri
$1.13M +$46K +1,518 +4%
LPL Financial
22
LPL Financial
California
$1.03M +$197K +6,507 +25%
ECA
23
Elevated Capital Advisors
Utah
$1.02M
NFG
24
Nations Financial Group
Iowa
$936K +$24.8K +817 +3%
HBS
25
Howard Bailey Securities
Indiana
$897K +$16.5K +545 +2%

SIXJ Hedge Fund Activity: Q2 2025 in Review

56 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q2 2025, worth a combined $124M — up 11% from $112M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SIXJ positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 22 trimmed.

The largest buyer was USA Financial Formulas, adding an estimated $5.29M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $1.99M sold.

  • 56 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $124M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q2 2025, up 11% quarter-over-quarter.
  • 6 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q2 2025 and 4 closed out, a net change of +2 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q2 2025 was USA Financial Formulas, an estimated $5.29M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q2 2025 was Authentikos Wealth Advisory, an estimated $1.99M sold.

Based on aggregated 13F filings for Q2 2025.