We are live on ! Find out more
SIXO icon

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

39 hedge funds and large institutions have $65.7M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

18% more funds holding

Funds holding: 33 → 39 (+6)

5.71% more ownership

Funds ownership: 65.67% → 71.37% (+5.7%)

0% less capital invested

Capital invested by funds: $66M → $65.7M (-$291K)

44% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 16

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Beck Capital Management
Texas
+$3.67M
2
CAG
Csenge Advisory Group
Florida
+$873K
3
SB
Strategic Blueprint
Georgia
+$593K
4
GS
GTS Securities
New York
+$309K
5
JP Morgan Chase
JP Morgan Chase
New York
+$280K

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$5.77M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.44M
3
AIMU
Allianz Investment Management US
Minnesota
-$1.54M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.39M
5
AWS
Atria Wealth Solutions
New York
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$14.2M +$51.5K +1,668 +0.4%
AWM
2
AE Wealth Management
Kansas
$6.52M -$5.77M -186,971 -48%
AWS
3
Atria Wealth Solutions
New York
$4.97M -$577K -18,705 -11%
BCM
4
Beck Capital Management
Texas
$4.32M +$3.67M +118,915 +692%
RAG
5
RIA Advisory Group
Iowa
$4.24M +$4.11M +133,327 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$4.09M -$43.9K -1,424 -1%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.98M -$82K -2,658 -2%
LAS
8
Lloyd Advisory Services
Georgia
$3.88M -$23.8K -770 -0.6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$3.31M +$15.4K +500 +0.5%
SB
10
Strategic Blueprint
Georgia
$2.13M +$593K +19,207 +40%
AIMU
11
Allianz Investment Management US
Minnesota
$1.54M -$1.54M -50,000 -51%
TC
12
TownSquare Capital
Utah
$1.51M +$1.94K +63 +0.1%
FNWA
13
Financial Network Wealth Advisors
Utah
$1.51M -$5.71K -185 -0.4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.19M -$212K -6,854 -15%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.1M +$51.2K +1,660 +5%
NFG
16
Nations Financial Group
Iowa
$1.06M -$5.43K -176 -0.5%
CAG
17
Csenge Advisory Group
Florida
$899K +$873K +28,281 New
HBS
18
Howard Bailey Securities
Indiana
$593K +$576K +18,654 New
KAS
19
Kestra Advisory Services
Texas
$488K -$19.6K -634 -4%
ECA
20
Elevated Capital Advisors
Utah
$469K +$208K +6,746 +84%
LPL Financial
21
LPL Financial
California
$458K +$73.3K +2,375 +20%
IA
22
IFP Advisors
Florida
$438K -$21.4K -693 -5%
KPWS
23
Kestra Private Wealth Services
Texas
$363K -$16.3K -528 -4%
GLR
24
Great Lakes Retirement
Ohio
$352K -$6.7K -217 -2%
GS
25
GTS Securities
New York
$318K +$309K +10,000 New
1
2

SIXO Hedge Fund Activity: Q3 2024 in Review

39 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q3 2024, worth a combined $65.7M — down 0.44% from $66M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SIXO positions and 2 closed out — a net gain of 6 holders — while 9 added to existing stakes and 16 trimmed.

The largest buyer was Beck Capital Management, adding an estimated $3.67M. The largest seller was AE Wealth Management, cutting an estimated $5.77M.

  • 39 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q3 2024, up from 33 in Q2 2024.
  • Funds reported $65.7M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q3 2024, down 0.44% quarter-over-quarter.
  • 8 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q3 2024 and 2 closed out, a net change of +6 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q3 2024 was Beck Capital Management, an estimated $3.67M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q3 2024 was AE Wealth Management, an estimated $5.77M sold.

Based on aggregated 13F filings for Q3 2024.