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

33 hedge funds and large institutions have $66M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

64% more capital invested

Capital invested by funds: $40.3M → $66M (+$25.8M)

32% more funds holding

Funds holding: 25 → 33 (+8)

36.77% less ownership

Funds ownership: 102.43% → 65.67% (-37%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
33
Holders Change
+8
Holders Change %
+32%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
10
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.3M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.54M
3
LAS
Lloyd Advisory Services
Georgia
+$3.65M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.78M
5
AWS
Atria Wealth Solutions
New York
+$2.03M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$4.97M
2
AWA
Authentikos Wealth Advisory
California
-$212K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$61.2K
4
LPL Financial
LPL Financial
California
-$43.5K
5
US Bancorp
US Bancorp
Minnesota
-$41.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$13.6M +$11.3M +379,451 +567%
AWM
2
AE Wealth Management
Kansas
$11.9M +$1.2M +40,298 +11%
AWS
3
Atria Wealth Solutions
New York
$5.33M +$2.03M +68,261 +64%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.66M +$4.54M +152,999 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$3.97M -$61.2K -2,061 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.9M +$904K +30,466 +31%
LAS
7
Lloyd Advisory Services
Georgia
$3.75M +$3.65M +123,038 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$3.16M +$2.78M +93,732 +941%
AIMU
9
Allianz Investment Management US
Minnesota
$2.99M -$4.97M -167,500 -63%
FNWA
10
Financial Network Wealth Advisors
Utah
$1.46M +$1.42M +47,816 New
SB
11
Strategic Blueprint
Georgia
$1.45M +$239K +8,065 +20%
TC
12
TownSquare Capital
Utah
$1.45M +$1.41M +47,631 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.39M +$1.36M +45,729 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.35M +$220K +7,415 +20%
NFG
15
Nations Financial Group
Iowa
$1.02M -$27.4K -923 -3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1M +$47.7K +1,608 +5%
BCM
17
Beck Capital Management
Texas
$524K +$510K +17,193 New
KAS
18
Kestra Advisory Services
Texas
$488K +$104K +3,514 +28%
IA
19
IFP Advisors
Florida
$441K +$430K +14,472 New
LPL Financial
20
LPL Financial
California
$367K -$43.5K -1,467 -11%
KPWS
21
Kestra Private Wealth Services
Texas
$364K +$355K +11,958 New
GLR
22
Great Lakes Retirement
Ohio
$344K -$31.5K -1,061 -9%
MSFS
23
Main Street Financial Solutions
Pennsylvania
$294K – – –
ECA
24
Elevated Capital Advisors
Utah
$245K +$238K +8,031 New
HI
25
Harbour Investments
Wisconsin
$236K +$35.2K +1,187 +18%
1
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SIXO Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q2 2024, worth a combined $66M — up 64% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SIXO positions and 2 closed out — a net gain of 10 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $11.3M. The largest seller was Allianz Investment Management US, cutting an estimated $4.97M.

  • 33 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q2 2024, up from 25 in Q1 2024.
  • Funds reported $66M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q2 2024, up 64% quarter-over-quarter.
  • 12 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q2 2024 and 2 closed out, a net change of +10 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q2 2024 was Commonwealth Equity Services, an estimated $11.3M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q2 2024 was Allianz Investment Management US, an estimated $4.97M sold.

Based on aggregated 13F filings for Q2 2024.