AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
33 hedge funds and large institutions have $66M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
64% more capital invested
Capital invested by funds: $40.3M → $66M (+$25.8M)
32% more funds holding
Funds holding: 25 → 33 (+8)
36.77% less ownership
Funds ownership: 102.43% → 65.67% (-37%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFG
26
Independent Financial Group
San Diego,
California
| $215K | – | – | – |
|
|
BBPWM
27
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $36.6K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $11.8K | +$11.5K | +387 | New |
|
|
PA
29
Pineridge Advisors
St. Charles,
Missouri
| $6.89K | -$445 | -15 | -6% |
|
|
SCA
30
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| $3.05K | +$2.97K | +100 | New |
|
|
RWPA
31
Richard W. Paul & Associates
Novi,
Michigan
| $762 | – | – | – |
|
|
DFA
32
DHJJ Financial Advisors
Naperville,
Illinois
| $488 | – | – | – |
|
|
AWA
33
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$212K | -7,161 | Closed |
|
34
US Bancorp
Minneapolis,
Minnesota
| – | -$41.4K | -1,400 | Closed |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$178 | +6 | New |
|
SIXO Hedge Fund Activity: Q2 2024 in Review
33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q2 2024, worth a combined $66M — up 64% from $40.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SIXO positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 6 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $11.3M. The largest seller was Allianz Investment Management US, cutting an estimated $4.97M.
- 33 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q2 2024, up from 25 in Q1 2024.
- Funds reported $66M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q2 2024, up 64% quarter-over-quarter.
- 12 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $11.3M added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q2 2024 was Allianz Investment Management US, an estimated $4.97M sold.
Based on aggregated 13F filings for Q2 2024.