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

59 hedge funds and large institutions have $179M invested in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 21

4% more capital invested

Capital invested by funds: $173M → $179M (+$6.1M)

0.59% more ownership

Funds ownership: 71.6%72.19% (+0.59%)

5% less funds holding

Funds holding: 6259 (-3)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
4
Increased
28
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$51.1M -$1.76M -55,144 -3%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$16M +$399K +12,510 +3%
LAS
3
Lloyd Advisory Services
Georgia
$14.9M -$602K -18,863 -4%
BOSSRA
4
B.O.S.S. Retirement Advisors
Utah
$10.2M +$92.5K +2,901 +0.9%
RA
5
RFG Advisory
Alabama
$10M +$3.46M +108,544 +56%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.6M +$1.6M +50,286 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$7.4M -$658K -20,644 -8%
UFF
8
USA Financial Formulas
Michigan
$5.48M +$5.27M +165,346 +214,735%
AWS
9
Atria Wealth Solutions
New York
$5.4M -$111K -3,482 -2%
HBS
10
Howard Bailey Securities
Indiana
$5.36M +$69.4K +2,176 +1%
LI
11
LifeWealth Investments
Florida
$5.35M +$718K +22,522 +16%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.73M +$142K +4,451 +3%
BCM
13
Beck Capital Management
Texas
$4.07M -$164K -5,155 -4%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$2.7M +$2.06M +64,510 +378%
SB
15
Strategic Blueprint
Georgia
$2.45M +$190K +5,945 +9%
GLR
16
Great Lakes Retirement
Ohio
$2.31M -$186K -5,819 -8%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$2.16M -$1.11M -34,678 -35%
Raymond James Financial
18
Raymond James Financial
Florida
$2.11M -$2.49M -78,038 -55%
RCWM
19
Red Crane Wealth Management
California
$1.8M -$237K -7,444 -12%
AFP
20
Ausdal Financial Partners
Iowa
$1.55M -$54.2K -1,700 -3%
OMC
21
Old Mission Capital
Illinois
$1.49M +$884K +27,728 +162%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.34M -$148K -4,647 -10%
SW
23
SMART Wealth
Nebraska
$1.07M +$6.44K +202 +0.6%
MAWAG
24
Mid-American Wealth Advisory Group
Missouri
$964K +$267K +8,381 +40%
NFG
25
Nations Financial Group
Iowa
$906K +$25.2K +790 +3%

SIXO Hedge Fund Activity: Q2 2025 in Review

59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) for Q2 2025, worth a combined $179M — up 3.5% from $173M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SIXO and 4 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 28 added.

The largest buyer was USA Financial Formulas, adding an estimated $5.27M. The largest seller was Authentikos Wealth Advisory, exiting entirely with an estimated $7.1M sold.

  • 59 institutional investors held AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF (SIXO) as of Q2 2025, down from 62 in Q1 2025.
  • Funds reported $179M of AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF stock for Q2 2025, up 3.5% quarter-over-quarter.
  • 4 funds opened new AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF positions in Q2 2025 and 7 closed out, a net change of -3 holders.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF buyer in Q2 2025 was USA Financial Formulas, an estimated $5.27M added.
  • The largest AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF seller in Q2 2025 was Authentikos Wealth Advisory, an estimated $7.1M sold.

Based on aggregated 13F filings for Q2 2025.