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

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: 39 → 62 (+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
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$47.5M
2
LAS
Lloyd Advisory Services
Georgia
+$11.6M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$9.87M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.75M
5
RA
RFG Advisory
Alabama
+$5.12M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$1.4M
2
FNWA
Financial Network Wealth Advisors
Utah
-$1.19M
3
RAG
RIA Advisory Group
Iowa
-$1.17M
4
CAG
Csenge Advisory Group
Florida
-$589K
5
GS
GTS Securities
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
51
Allianz Investment Management US
Minnesota
$162K -$1.4M -43,387 -90%
CFD
52
Creative Financial Designs
Indiana
$93.7K -$10.9K -337 -10%
SMAM
53
Sugar Maple Asset Management
Wisconsin
$71.5K +$71.2K +2,207 New
JP Morgan Chase
54
JP Morgan Chase
New York
$64.8K -$229K -7,089 -78%
PA
55
Pineridge Advisors
Missouri
$49.1K +$42.2K +1,308 +632%
Q1WB
56
Quest 10 Wealth Builders
Virginia
$48.2K +$48K +1,488 New
PSFG
57
Park Square Financial Group
Georgia
$46.8K +$46.6K +1,444 New
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$38.9K – – –
DRP
59
Decker Retirement Planning
Utah
$26.5K +$26.4K +818 New
RWPA
60
Richard W. Paul & Associates
Michigan
$9.69K +$8.84K +274 +1,096%
DFA
61
DHJJ Financial Advisors
Illinois
$519 – – –
GS
62
GTS Securities
New York
– -$318K -10,000 Closed
UBS Group
63
UBS Group
Switzerland
– -$1.08K -34 Closed
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
– -$1.05K -33 Closed
1 2
3

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.