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AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF

62 hedge funds and large institutions have $187M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

185% more capital invested

Capital invested by funds: $65.7M → $187M (+$121M)

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

59% more funds holding

Funds holding: 3962 (+23)

5.67% more ownership

Funds ownership: 71.37%77.05% (+5.7%)

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
21
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nations Financial Group
Iowa
$1,000K -$79.5K -2,463 -7%
SW
27
SMART Wealth
Nebraska
$974K +$970K +30,050 New
Jane Street
28
Jane Street
New York
$672K +$669K +20,741 New
KFG
29
Kingdom Financial Group
Arizona
$627K +$625K +19,355 New
ECA
30
Elevated Capital Advisors
Utah
$606K +$126K +3,913 +26%
FWM
31
FSR Wealth Management
Illinois
$599K +$597K +18,496 New
KAS
32
Kestra Advisory Services
Texas
$548K +$49.5K +1,533 +10%
MAWAG
33
Mid-American Wealth Advisory Group
Missouri
$522K +$520K +16,113 New
AFP
34
Ausdal Financial Partners
Iowa
$504K +$502K +15,550 New
HI
35
Harbour Investments
Wisconsin
$500K +$230K +7,120 +86%
LRWM
36
Lord & Richards Wealth Management
Colorado
$479K +$477K +14,771 New
IA
37
IFP Advisors
Florida
$478K +$31.2K +966 +7%
LPL Financial
38
LPL Financial
California
$470K +$3.19K +99 +0.7%
AWA
39
Arkadios Wealth Advisors
Georgia
$425K +$423K +13,120 New
KPWS
40
Kestra Private Wealth Services
Texas
$361K -$9.68K -300 -3%
HF
41
HRT Financial
New York
$351K +$350K +10,856 New
FNWA
42
Financial Network Wealth Advisors
Utah
$346K -$1.19M -36,958 -78%
CAG
43
Csenge Advisory Group
Florida
$325K -$589K -18,251 -65%
MSFS
44
Main Street Financial Solutions
Pennsylvania
$285K -$27.9K -866 -9%
ACM
45
AlphaStar Capital Management
North Carolina
$275K +$274K +8,486 New
IFG
46
Independent Financial Group
California
$228K
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$220K +$219K +6,799 New
AWM
48
Accurate Wealth Management
Florida
$213K +$213K +6,605 New
CAWM
49
Capital A Wealth Management
Pennsylvania
$186K +$185K +5,740 New
T
50
Transce3nd
Texas
$185K +$184K +5,710 New

SIXO Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q4 2024, worth a combined $187M — up 185% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SIXO positions and 3 closed out — a net gain of 24 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $47.5M. The largest seller was Allianz Investment Management US, cutting an estimated $1.4M.

  • 62 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $187M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q4 2024, up 185% quarter-over-quarter.
  • 27 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q4 2024 and 3 closed out, a net change of +24 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q4 2024 was AE Wealth Management, an estimated $47.5M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q4 2024 was Allianz Investment Management US, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.