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Aptus Collared Investment Opportunity ETF

114 hedge funds and large institutions have $2.21B invested in Aptus Collared Investment Opportunity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.53%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
16
Increased
56
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$581M 14,030,460 +1,217,144 +9%
IWC
2
Integrated Wealth Concepts
Massachusetts
$276M 6,674,953 +1,263,526 +23%
Raymond James Financial
3
Raymond James Financial
Florida
$199M 4,802,826 +137,396 +3%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$177M 4,267,048 +283,439 +7%
BF
5
Brogan Financial
Tennessee
$82.2M 1,985,136 +49,365 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$68.3M 1,649,226 +180,278 +12%
KWM
7
KFG Wealth Management
Indiana
$61M 1,473,987 +100,758 +7%
SLC
8
Second Line Capital
Louisiana
$50.1M 1,210,020 +44,689 +4%
CG
9
Clarus Group
Texas
$46.2M 1,116,898 -10,089 -0.9%
FHC
10
First Heartland Consultants
Missouri
$41.6M 1,005,865 +166,307 +20%
BCM
11
Bienville Capital Management
New York
$41.5M 1,002,035 -58,318 -5%
SFG
12
Sunburst Financial Group
Alabama
$37.5M 905,394 +45,513 +5%
ASN
13
Advisory Services Network
Georgia
$37.2M 890,834 +344,758 +63%
PPC
14
Park Place Capital
Alabama
$35.3M 852,039 +89,943 +12%
WC
15
Waterloo Capital
Texas
$34.8M 839,594 +68,989 +9%
SAW
16
Signal Advisors Wealth
Michigan
$31.3M 756,947 +221,927 +41%
DE
17
Diversified Enterprises
Delaware
$27.7M 668,193 +194,379 +41%
MCM
18
MAI Capital Management
Ohio
$25.7M 619,900 -63,106 -9%
CIA
19
Compass Ion Advisors
Pennsylvania
$23.4M 564,426 +8,374 +2%
Wells Fargo
20
Wells Fargo
California
$22.1M 534,753 +50,514 +10%
LPL Financial
21
LPL Financial
California
$19.8M 478,149 +19,598 +4%
TA
22
TrueWealth Advisors
Alabama
$17.4M 420,489 +22,481 +6%
UWP
23
Uniting Wealth Partners
Kansas
$17.2M 415,923 +248,052 +148%
WAT
24
Wealth Advisory Team
Kentucky
$14.7M 356,175 +356,175 New
PW
25
Pandora Wealth
Illinois
$13.5M 326,421 -4,752 -1%