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

53 hedge funds and large institutions have $136M invested in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

10% more capital invested

Capital invested by funds: $124M → $136M (+$12.5M)

0.6% more ownership

Funds ownership: 79.47%80.07% (+0.6%)

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

5% less funds holding

Funds holding: 5653 (-3)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
11
Increased
15
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$21.5M +$337K +10,319 +2%
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$20.9M +$20.4M +625,090 +35,039%
Raymond James Financial
3
Raymond James Financial
Florida
$11.2M +$165K +5,047 +2%
RA
4
RFG Advisory
Alabama
$11.1M +$558K +17,086 +5%
RCWM
5
Red Crane Wealth Management
California
$10.7M +$216K +6,619 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.74M -$493K -15,105 -5%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$9.46M -$947K -28,992 -9%
LPL Financial
8
LPL Financial
California
$6.93M +$5.74M +175,632 +547%
UFF
9
USA Financial Formulas
Michigan
$4.81M -$987K -30,225 -17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.57M -$262K -8,017 -7%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.72M +$294 +9 +0%
SB
12
Strategic Blueprint
Georgia
$2.11M +$180K +5,520 +10%
RGF
13
Retirement Guys Formula
Ohio
$1.5M -$1.02M -31,133 -41%
GIA
14
Gladstone Institutional Advisory
Florida
$1.42M -$126K -3,845 -8%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.41M +$629K +19,272 +84%
IFG
16
Independent Financial Group
California
$1.37M -$365K -11,185 -21%
AWM
17
AE Wealth Management
Kansas
$1.31M -$7.54M -230,936 -85%
FHC
18
First Heartland Consultants
Missouri
$1.25M +$73.4K +2,248 +6%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.24M -$16.3K -499 -1%
KAS
20
Kestra Advisory Services
Texas
$1.07M -$161K -4,922 -13%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.04M -$326K -9,992 -24%
NFG
22
Nations Financial Group
Iowa
$978K +$2.97K +91 +0.3%
ECA
23
Elevated Capital Advisors
Utah
$976K -$160K -4,905 -14%
OMC
24
Old Mission Capital
Illinois
$918K +$899K +27,531 New
ASN
25
Advisory Services Network
Georgia
$915K +$4.47K +137 +0.5%

SIXJ Hedge Fund Activity: Q3 2025 in Review

53 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) for Q3 2025, worth a combined $136M — up 10% from $124M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of SIXJ and 11 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 15 added.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $20.4M. The largest seller was AE Wealth Management, cutting an estimated $7.54M.

  • 53 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF (SIXJ) as of Q3 2025, down from 56 in Q2 2025.
  • Funds reported $136M of AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 11 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF positions in Q3 2025 and 12 closed out, a net change of -1 holder.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF buyer in Q3 2025 was Mid-American Wealth Advisory Group, an estimated $20.4M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF seller in Q3 2025 was AE Wealth Management, an estimated $7.54M sold.

Based on aggregated 13F filings for Q3 2025.