AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
10 hedge funds and large institutions have $23.5M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
44.46% less ownership
Funds ownership: 105.05% → 60.59% (-44%)
50% less capital invested
Capital invested by funds: $47.4M → $23.5M (-$23.8M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$24.7M |
| 2 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$5.91M |
| 3 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$1.8M |
| 4 |
Jane Street
New York
|
-$404K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$319K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIMU
1
Allianz Investment Management US
Minneapolis,
Minnesota
| $13.4M | -$1.8M | -70,000 | -12% |
|
|
WIM
2
WealthPlan Investment Management
Omaha,
Nebraska
| $3.53M | +$3.64M | +141,724 | New |
|
|
WP
3
WealthPLAN Partners
Omaha,
Nebraska
| $3.53M | +$3.64M | +141,724 | New |
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.1M | +$835K | +32,494 | +345% |
|
|
NFG
5
Nations Financial Group
Cedar Rapids,
Iowa
| $821K | +$800K | +31,150 | New |
|
|
6
Jane Street
New York
| $396K | -$404K | -15,718 | -51% |
|
7
Osaic Holdings
Scottsdale,
Arizona
| $331K | +$149K | +5,812 | +86% |
|
8
Envestnet Asset Management
Chicago,
Illinois
| $265K | +$258K | +10,043 | New |
|
|
APA
9
American Portfolios Advisors
Holbrook,
New York
| $129K | +$112K | +4,350 | +795% |
|
|
LAS
10
Lloyd Advisory Services
Suwanee,
Georgia
| $13K | -$5.91M | -230,294 | -100% |
|
|
AWM
11
AE Wealth Management
Topeka,
Kansas
| – | -$24.7M | -947,078 | Closed |
|
|
OMC
12
Old Mission Capital
Chicago,
Illinois
| – | -$319K | -12,250 | Closed |
|
13
UBS Group
Zurich,
Switzerland
| – | -$10K | -399 | Closed |
|
SIXO Hedge Fund Activity: Q1 2022 in Review
10 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q1 2022, worth a combined $23.5M — down 50% from $47.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new SIXO positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $3.64M. The largest seller was AE Wealth Management, exiting entirely with an estimated $24.7M sold.
- 10 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q1 2022, up from 9 in Q4 2021.
- Funds reported $23.5M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q1 2022, down 50% quarter-over-quarter.
- 4 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q1 2022 and 3 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q1 2022 was WealthPLAN Partners, an estimated $3.64M added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q1 2022 was AE Wealth Management, an estimated $24.7M sold.
Based on aggregated 13F filings for Q1 2022.