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AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF

24 hedge funds and large institutions have $34M invested in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $24.5M → $34M (+$9.46M)

22.49% more ownership

Funds ownership: 47.67%70.16% (+22%)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4% more funds holding

Funds holding: 2324 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$6.96M +$6.8M +255,778 New
MAWAG
2
Mid-American Wealth Advisory Group
Missouri
$5.4M -$318K -11,944 -6%
AIMU
3
Allianz Investment Management US
Minnesota
$4.92M -$465K -17,500 -9%
BCM
4
Beck Capital Management
Texas
$3.17M -$97.6K -3,670 -3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.6M +$982K +36,933 +63%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.08M +$143K +5,393 +8%
Jane Street
7
Jane Street
New York
$1.82M +$1.77M +66,679 New
TC
8
TownSquare Capital
Utah
$1.23M -$4.97K -187 -0.4%
RA
9
RFG Advisory
Alabama
$1.08M -$5.96K -224 -0.6%
AWS
10
Atria Wealth Solutions
New York
$846K +$582K +21,879 +238%
PFS
11
Prospera Financial Services
Texas
$730K
SRA
12
Secured Retirement Advisors
Minnesota
$453K +$443K +16,653 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$391K +$41.2K +1,551 +12%
SW
14
SMART Wealth
Nebraska
$370K +$362K +13,601 New
JP Morgan Chase
15
JP Morgan Chase
New York
$330K -$9.01K -339 -3%
IA
16
IFP Advisors
Florida
$315K
Osaic Holdings
17
Osaic Holdings
Arizona
$315K +$9.36K +352 +3%
GM
18
GeoWealth Management
Illinois
$272K +$265K +9,977 New
ECA
19
Elevated Capital Advisors
Utah
$251K -$281K -10,556 -53%
FI
20
FWG Investments
Kentucky
$211K +$206K +7,748 New
GS
21
GTS Securities
New York
$204K -$168K -6,314 -46%
HI
22
Harbour Investments
Wisconsin
$40.8K +$4.95K +186 +14%
Bank of America
23
Bank of America
North Carolina
$789 +$771 +29 New
FNWA
24
Financial Network Wealth Advisors
Utah
-$1.19M -45,455 Closed
Citadel Advisors
25
Citadel Advisors
Florida
-$354K -13,468 Closed

SIXP Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) for Q3 2024, worth a combined $34M — up 39% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SIXP positions and 6 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $6.8M. The largest seller was Financial Network Wealth Advisors, exiting entirely with an estimated $1.19M sold.

  • 24 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) as of Q3 2024, up from 23 in Q2 2024.
  • Funds reported $34M of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF stock for Q3 2024, up 39% quarter-over-quarter.
  • 7 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF positions in Q3 2024 and 6 closed out, a net change of +1 holder.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF buyer in Q3 2024 was AE Wealth Management, an estimated $6.8M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF seller in Q3 2024 was Financial Network Wealth Advisors, an estimated $1.19M sold.

Based on aggregated 13F filings for Q3 2024.