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

25 hedge funds and large institutions have $40.3M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $29.5M → $40.3M (+$10.8M)

31.03% more ownership

Funds ownership: 71.41% → 102.43% (+31%)

0% more funds holding

Funds holding: 25 → 25 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
25
Holders Change
–
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$9.27M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.06M
3
CAN
Cetera Advisor Networks
California
+$2.05M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$756K
5
AWS
Atria Wealth Solutions
New York
+$462K

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$1.79M
2
WIM
WealthPlan Investment Management
Nebraska
-$1.36M
3
MAWAG
Mid-American Wealth Advisory Group
Missouri
-$890K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$766K
5
Citadel Advisors
Citadel Advisors
Florida
-$556K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$10.4M +$9.27M +316,959 +910%
AIMU
2
Allianz Investment Management US
Minnesota
$7.86M – – –
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.91M +$3.06M +104,658 +379%
CAN
4
Cetera Advisor Networks
California
$3.22M +$2.05M +70,218 +182%
AWS
5
Atria Wealth Solutions
New York
$3.16M +$462K +15,776 +17%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.88M -$52.3K -1,787 -2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.98M -$766K -26,182 -28%
SB
8
Strategic Blueprint
Georgia
$1.17M +$86.1K +2,943 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.09M +$756K +25,857 +232%
NFG
10
Nations Financial Group
Iowa
$1.02M -$109K -3,723 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$927K -$20.6K -703 -2%
LPL Financial
12
LPL Financial
California
$399K -$190K -6,500 -33%
KAS
13
Kestra Advisory Services
Texas
$369K -$40.1K -1,370 -10%
GLR
14
Great Lakes Retirement
Ohio
$365K +$361K +12,352 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$295K -$1.79M -61,041 -86%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$285K – – –
CA
17
Cetera Advisors
Colorado
$246K -$23.4K -800 -9%
AWA
18
Authentikos Wealth Advisory
California
$212K +$209K +7,161 New
IFG
19
Independent Financial Group
California
$208K – – –
HI
20
Harbour Investments
Wisconsin
$194K +$19.8K +676 +11%
US Bancorp
21
US Bancorp
Minnesota
$41.4K +$29.3K +1,000 +250%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$35.5K – – –
PA
23
Pineridge Advisors
Missouri
$7.13K +$7.05K +241 New
RWPA
24
Richard W. Paul & Associates
Michigan
$739 +$731 +25 New
DFA
25
DHJJ Financial Advisors
Illinois
$474 – – –
1
2

SIXO Hedge Fund Activity: Q1 2024 in Review

25 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q1 2024, worth a combined $40.3M — up 37% from $29.5M a quarter earlier.

Fund positioning in SIXO was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 8 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $9.27M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.79M.

  • 25 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $40.3M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q1 2024, up 37% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q1 2024 and 4 closed out, a net change of 0 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q1 2024 was AE Wealth Management, an estimated $9.27M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q1 2024 was Janney Montgomery Scott, an estimated $1.79M sold.

Based on aggregated 13F filings for Q1 2024.