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

18 hedge funds and large institutions have $19.3M invested in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.74% less ownership

Funds ownership: 70.16%51.42% (-19%)

25% less funds holding

Funds holding: 2418 (-6)

43% less capital invested

Capital invested by funds: $34M → $19.3M (-$14.7M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

60% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
18
Holders Change
-6
Holders Change %
-25%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
3
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$5.04M
BCM
2
Beck Capital Management
Texas
$3.18M -$55.2K -1,993 -2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.72M +$64.3K +2,324 +2%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2M -$124K -4,473 -6%
TC
5
TownSquare Capital
Utah
$1.24M -$17.7K -641 -1%
RA
6
RFG Advisory
Alabama
$1.08M -$30.3K -1,095 -3%
AWS
7
Atria Wealth Solutions
New York
$865K
KAS
8
Kestra Advisory Services
Texas
$851K +$847K +30,589 New
OMC
9
Old Mission Capital
Illinois
$728K +$725K +26,178 New
Osaic Holdings
10
Osaic Holdings
Arizona
$516K +$193K +6,990 +60%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$369K -$29.9K -1,079 -8%
IA
12
IFP Advisors
Florida
$323K +$581 +21 +0.2%
ECA
13
Elevated Capital Advisors
Utah
$234K -$22K -795 -9%
FNWA
14
Financial Network Wealth Advisors
Utah
$61.8K +$61.5K +2,223 New
AWM
15
AE Wealth Management
Kansas
$58.2K -$7.02M -253,687 -99%
HI
16
Harbour Investments
Wisconsin
$41.7K
UBS Group
17
UBS Group
Switzerland
$4.01K +$3.99K +144 New
MAWAG
18
Mid-American Wealth Advisory Group
Missouri
-$5.4M -198,178 Closed
Jane Street
19
Jane Street
New York
-$1.82M -66,679 Closed
PFS
20
Prospera Financial Services
Texas
-$730K -26,827 Closed
SRA
21
Secured Retirement Advisors
Minnesota
-$453K -16,653 Closed
SW
22
SMART Wealth
Nebraska
-$370K -13,601 Closed
JP Morgan Chase
23
JP Morgan Chase
New York
-$330K -12,109 Closed
GM
24
GeoWealth Management
Illinois
-$272K -9,977 Closed
FI
25
FWG Investments
Kentucky
-$211K -7,748 Closed

SIXP Hedge Fund Activity: Q4 2024 in Review

18 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) for Q4 2024, worth a combined $19.3M — down 43% from $34M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SIXP and 4 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $847K. The largest seller was AE Wealth Management, cutting an estimated $7.02M.

  • 18 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF (SIXP) as of Q4 2024, down from 24 in Q3 2024.
  • Funds reported $19.3M of AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF stock for Q4 2024, down 43% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF positions in Q4 2024 and 10 closed out, a net change of -6 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF buyer in Q4 2024 was Kestra Advisory Services, an estimated $847K added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Mar/Sep ETF seller in Q4 2024 was AE Wealth Management, an estimated $7.02M sold.

Based on aggregated 13F filings for Q4 2024.