AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
24 hedge funds and large institutions have $28.3M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 23 → 24 (+1)
2.65% less ownership
Funds ownership: 78.01% → 75.36% (-2.7%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
30% less capital invested
Capital invested by funds: $40.5M → $28.3M (-$12.2M)
Top Buyers
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$789K |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$704K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$603K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$574K |
| 5 |
Jane Street
New York
|
+$546K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| – | -$256K | -9,272 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$54K | -1,955 | Closed |
|
|
IPW
28
Impact Partnership Wealth
Marietta,
Georgia
| – | -$2.32K | -84 | Closed |
|
SIXO Hedge Fund Activity: Q3 2023 in Review
24 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q3 2023, worth a combined $28.3M — down 30% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SIXO positions and 4 closed out — a net gain of 1 holder — while 6 added to existing stakes and 8 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $789K. The largest seller was Cetera Advisor Networks, cutting an estimated $11.5M.
- 24 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q3 2023, up from 23 in Q2 2023.
- Funds reported $28.3M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q3 2023, down 30% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q3 2023 was WealthPLAN Partners, an estimated $789K added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q3 2023 was Cetera Advisor Networks, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2023.