AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
25 hedge funds and large institutions have $29.5M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
4% more funds holding
Funds holding: 24 → 25 (+1)
4% more capital invested
Capital invested by funds: $28.3M → $29.5M (+$1.17M)
3.95% less ownership
Funds ownership: 75.36% → 71.41% (-4%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.98M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$973K |
| 3 |
MAWAG
Mid-American Wealth Advisory Group
Kansas City,
Missouri
|
+$861K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$662K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$497K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.96M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.18M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.06M |
| 4 |
AIMU
Allianz Investment Management US
Minneapolis,
Minnesota
|
-$922K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$101K |
SIXO Hedge Fund Activity: Q4 2023 in Review
25 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q4 2023, worth a combined $29.5M — up 4.1% from $28.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new SIXO positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $1.98M. The largest seller was Osaic Holdings, cutting an estimated $2.96M.
- 25 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q4 2023, up from 24 in Q3 2023.
- Funds reported $29.5M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q4 2023, up 4.1% quarter-over-quarter.
- 5 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q4 2023 was Janney Montgomery Scott, an estimated $1.98M added.
- The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q4 2023 was Osaic Holdings, an estimated $2.96M sold.
Based on aggregated 13F filings for Q4 2023.