We are live on ! Find out more
SIXO icon

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

23 hedge funds and large institutions have $40.5M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

56% more capital invested

Capital invested by funds: $25.9M → $40.5M (+$14.6M)

44% more funds holding

Funds holding: 16 → 23 (+7)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

6.71% less ownership

Funds ownership: 84.72% → 78.01% (-6.7%)

Holders
23
Holders Change
+7
Holders Change %
+43.75%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAN
Cetera Advisor Networks
California
+$11.7M
2
Osaic Holdings
Osaic Holdings
Arizona
+$826K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$768K
4
OMC
Old Mission Capital
Illinois
+$629K
5
SB
Strategic Blueprint
Georgia
+$328K

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$2.92M
2
WP
WealthPLAN Partners
Nebraska
-$804K
3
Jane Street
Jane Street
New York
-$658K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$437K
5
WIM
WealthPlan Investment Management
Nebraska
-$437K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1
Cetera Advisor Networks
California
$12.5M +$11.7M +436,774 +2,661%
AIMU
2
Allianz Investment Management US
Minnesota
$9.69M -$2.92M -109,393 -24%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.11M +$826K +30,910 +20%
AWS
4
Atria Wealth Solutions
New York
$2.3M +$191K +7,140 +9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.25M -$437K -16,375 -17%
WIM
6
WealthPlan Investment Management
Nebraska
$2.03M -$437K -16,360 -18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.54M +$768K +28,738 +107%
NFG
8
Nations Financial Group
Iowa
$1.18M +$23.2K +868 +2%
OMC
9
Old Mission Capital
Illinois
$651K +$629K +23,552 New
LPL Financial
10
LPL Financial
California
$553K -$180K -6,750 -25%
WP
11
WealthPLAN Partners
Nebraska
$410K -$804K -30,100 -67%
SB
12
Strategic Blueprint
Georgia
$339K +$328K +12,281 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$319K -$41.7K -1,560 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$287K +$277K +10,388 New
MSFS
15
Main Street Financial Solutions
Pennsylvania
$267K +$36.1K +1,350 +16%
AWM
16
AE Wealth Management
Kansas
$256K +$248K +9,272 New
CA
17
Cetera Advisors
Colorado
$247K +$238K +8,925 New
KAS
18
Kestra Advisory Services
Texas
$239K +$231K +8,637 New
HI
19
Harbour Investments
Wisconsin
$132K +$111K +4,161 +665%
CF
20
Centaurus Financial
California
$102K +$98.9K +3,702 New
UBS Group
21
UBS Group
Switzerland
$54K +$52.2K +1,955 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$33.2K – – –
IPW
23
Impact Partnership Wealth
Georgia
$2.32K +$2.24K +84 New
Jane Street
24
Jane Street
New York
– -$658K -25,070 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
– -$26.3K -1,000 Closed

SIXO Hedge Fund Activity: Q2 2023 in Review

23 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q2 2023, worth a combined $40.5M — up 56% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SIXO positions and 2 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Cetera Advisor Networks, adding an estimated $11.7M. The largest seller was Allianz Investment Management US, cutting an estimated $2.92M.

  • 23 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q2 2023, up from 16 in Q1 2023.
  • Funds reported $40.5M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q2 2023, up 56% quarter-over-quarter.
  • 9 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q2 2023 and 2 closed out, a net change of +7 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q2 2023 was Cetera Advisor Networks, an estimated $11.7M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q2 2023 was Allianz Investment Management US, an estimated $2.92M sold.

Based on aggregated 13F filings for Q2 2023.