ACIO stock icon

Aptus Collared Investment Opportunity ETF
ACIO

39.76 USD
+0.23
0.58%
At close Oct 4, 4:00 PM EDT
1 day
0.58%
5 days
0.61%
1 month
4.19%
3 months
3.76%
6 months
11.19%
Year to date
20.34%
1 year
30.45%
5 years
63.22%
0
Funds holding %
of 6,728 funds
–
Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $850M [Q1] → $1.17B (+$319M) [Q2]

27% more funds holding in top 10

Funds holding in top 10: 15 [Q1] → 19 (+4) [Q2]

14% more funds holding

Funds holding: 63 [Q1] → 72 (+9) [Q2]

3.68% less ownership

Funds ownership: 116.97% [Q1] → 113.29% (-3.68%) [Q2]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for ACIO.

See Analyst Rankings

Financial journalist opinion

Based on 3 articles about ACIO published over the past 30 days

Positive
Investors Business Daily
2 days ago
Best ETFs To Protect You If Things Get Ugly — That Can Still Gain
The Fed just kicked off its long-awaited rate cutting cycle in September. What are the best ETFs for this environment?
Best ETFs To Protect You If Things Get Ugly — That Can Still Gain
Neutral
Seeking Alpha
1 week ago
ACIO: Collared Equity ETF For A High P/E Market
The Aptus Collared Investment Opportunity ETF is a hedged equity ETF. It aims to mimic the S&P 500 but with fewer stocks. ACIO employs a strategy of writing call options and buying put spreads to manage risk. The fund seeks to capture 65% of the S&P 500's upside while limiting downside to 50%.
ACIO: Collared Equity ETF For A High P/E Market
Positive
Seeking Alpha
2 weeks ago
ACIO: This One Makes Sense For The Put Option Alone
The Aptus Collared Investment Opportunity ETF combines large-cap stock exposure, covered calls for income, and protective puts to hedge against major market drops. ACIO's active management strategy allows it to control risks and generate extra income, distinguishing it from passive index funds and other growth-focused ETFs. The fund's protective puts provide a safety net during market downturns, appealing to cautious investors seeking both growth potential and downside protection.
ACIO: This One Makes Sense For The Put Option Alone
Positive
Seeking Alpha
2 months ago
ACIO: Not Ideal For Fixed Income, But Still A Buy
The Aptus Collared Investment Opportunity ETF is a liquid ETF with $1.14 billion AUM, offering downside protection ideal for fixed income investors. ACIO employs a collared strategy by selling calls on individual holdings and buying puts on a basket of equities, enhancing net credit. The ETF has underperformed the broader market but offers downside risk protection, making it a reasonable Buy for investors seeking stability in a volatile economy.
ACIO: Not Ideal For Fixed Income, But Still A Buy
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