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

16 hedge funds and large institutions have $25.9M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

13% less ownership

Funds ownership: 97.73% → 84.72% (-13%)

22% less capital invested

Capital invested by funds: $33.1M → $25.9M (-$7.25M)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$278K
2
MSFS
Main Street Financial Solutions
Pennsylvania
+$211K
3
HI
Harbour Investments
Wisconsin
+$3.81K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.15M
2
WP
WealthPLAN Partners
Nebraska
-$2.05M
3
WIM
WealthPlan Investment Management
Nebraska
-$913K
4
AIMU
Allianz Investment Management US
Minnesota
-$761K
5
Osaic Holdings
Osaic Holdings
Arizona
-$575K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIMU
1
Allianz Investment Management US
Minnesota
$12.1M -$761K -30,000 -6%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.04M -$575K -22,667 -13%
WIM
3
WealthPlan Investment Management
Nebraska
$2.36M -$913K -35,988 -29%
AWS
4
Atria Wealth Solutions
New York
$2M -$152K -5,998 -7%
WP
5
WealthPLAN Partners
Nebraska
$1.18M -$2.05M -80,882 -64%
NFG
6
Nations Financial Group
Iowa
$1.1M -$21.8K -861 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$706K -$274K -10,813 -29%
LPL Financial
8
LPL Financial
California
$703K +$278K +10,950 +69%
Jane Street
9
Jane Street
New York
$658K -$1.5K -59 -0.2%
CAN
10
Cetera Advisor Networks
California
$431K – – –
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$345K -$369K -14,558 -53%
MSFS
12
Main Street Financial Solutions
Pennsylvania
$218K +$211K +8,300 New
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$31.5K – – –
JP Morgan Chase
14
JP Morgan Chase
New York
$26.3K – – –
HI
15
Harbour Investments
Wisconsin
$16.4K +$3.81K +150 +32%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.57K -$2.15M -84,819 -46%
OMC
17
Old Mission Capital
Illinois
– -$405K -16,482 Closed

SIXO Hedge Fund Activity: Q1 2023 in Review

16 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q1 2023, worth a combined $25.9M — down 22% from $33.1M a quarter earlier.

Fund positioning in SIXO was balanced in Q1 2023: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $278K. The largest seller was Commonwealth Equity Services, cutting an estimated $2.15M.

  • 16 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $25.9M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q1 2023, down 22% quarter-over-quarter.
  • 1 fund opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q1 2023 and 1 closed out, a net change of 0 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q1 2023 was LPL Financial, an estimated $278K added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q1 2023 was Commonwealth Equity Services, an estimated $2.15M sold.

Based on aggregated 13F filings for Q1 2023.