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

62 hedge funds and large institutions have $187M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

185% more capital invested

Capital invested by funds: $65.7M → $187M (+$121M)

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

59% more funds holding

Funds holding: 39 → 62 (+23)

5.67% more ownership

Funds ownership: 71.37% → 77.05% (+5.7%)

Holders
62
Holders Change
+23
Holders Change %
+58.97%
% of All Funds
0.82%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
21
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$47.5M
2
LAS
Lloyd Advisory Services
Georgia
+$11.6M
3
BOSSRA
B.O.S.S. Retirement Advisors
Utah
+$9.87M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.75M
5
RA
RFG Advisory
Alabama
+$5.12M

Top Sellers

1
AIMU
Allianz Investment Management US
Minnesota
-$1.4M
2
FNWA
Financial Network Wealth Advisors
Utah
-$1.19M
3
RAG
RIA Advisory Group
Iowa
-$1.17M
4
CAG
Csenge Advisory Group
Florida
-$589K
5
GS
GTS Securities
New York
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
AE Wealth Management
Kansas
$54.3M +$47.5M +1,470,515 +717%
LAS
2
Lloyd Advisory Services
Georgia
$15.6M +$11.6M +359,842 +294%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.3M +$792K +24,535 +5%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$9.91M +$9.87M +305,892 New
Raymond James Financial
5
Raymond James Financial
Florida
$9.75M +$9.71M +301,001 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.89M +$5.75M +178,040 +514%
AWS
7
Atria Wealth Solutions
New York
$5.94M +$875K +27,116 +17%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.45M +$1.38M +42,770 +34%
RA
9
RFG Advisory
Alabama
$5.14M +$5.12M +158,776 New
WIM
10
WealthPlan Investment Management
Nebraska
$5.04M +$5.02M +155,635 New
HBS
11
Howard Bailey Securities
Indiana
$4.67M +$4.05M +125,417 +672%
BCM
12
Beck Capital Management
Texas
$4.33M -$78.2K -2,424 -2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.24M +$63.5K +1,968 +2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$3.56M +$180K +5,590 +5%
EP
15
Essential Planning
New Hampshire
$3.24M +$3.25M +100,752 New
RAG
16
RIA Advisory Group
Iowa
$3.14M -$1.17M -36,274 -27%
AWA
17
Authentikos Wealth Advisory
California
$2.94M +$2.66M +82,367 +967%
WP
18
WealthPLAN Partners
Nebraska
$2.9M +$2.89M +89,573 New
GLR
19
Great Lakes Retirement
Ohio
$2.57M +$2.2M +68,322 +617%
SB
20
Strategic Blueprint
Georgia
$2.3M +$128K +3,958 +6%
RCWM
21
Red Crane Wealth Management
California
$2.26M +$2.25M +69,624 New
TC
22
TownSquare Capital
Utah
$1.64M +$94.2K +2,918 +6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.5M +$278K +8,619 +23%
OMC
24
Old Mission Capital
Illinois
$1.39M +$1.38M +42,813 New
LI
25
LifeWealth Investments
Florida
$1.18M +$1.18M +36,459 New
1
2 3

SIXO Hedge Fund Activity: Q4 2024 in Review

62 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q4 2024, worth a combined $187M — up 185% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SIXO positions and 3 closed out — a net gain of 24 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $47.5M. The largest seller was Allianz Investment Management US, cutting an estimated $1.4M.

  • 62 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q4 2024, up from 39 in Q3 2024.
  • Funds reported $187M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q4 2024, up 185% quarter-over-quarter.
  • 27 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q4 2024 and 3 closed out, a net change of +24 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q4 2024 was AE Wealth Management, an estimated $47.5M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q4 2024 was Allianz Investment Management US, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.