Aptus Collared Investment Opportunity ETF
ACIO
133 hedge funds and large institutions have $2.47B invested in Aptus Collared Investment Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
3.64% more ownership
Funds ownership: 113.64% → 117.28% (+3.6%)
6% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 48
0% more funds holding
Funds holding: 133 → 133 (0)
2% less capital invested
Capital invested by funds: $2.52B → $2.47B (-$49.5M)
3% less funds holding in top 10
Funds holding in top 10: 32 → 31 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$77.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$70.9M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$43.7M |
| 4 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
+$14.3M |
| 5 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$5.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$155M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$10.3M |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$9.12M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$4.84M |
| 5 |
SAI
Savvy Advisors Inc
New York
|
-$4.75M |
ACIO Hedge Fund Activity: Q1 2026 in Review
133 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2026, worth a combined $2.47B — down 2% from $2.52B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new ACIO positions and 14 closed out — a net gain of 5 holders — while 51 added to existing stakes and 48 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $77.2M. The largest seller was Corient Private Wealth, cutting an estimated $155M.
- 133 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $2.47B of Aptus Collared Investment Opportunity ETF stock for Q1 2026, down 2% quarter-over-quarter.
- 19 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2026 and 14 closed out, a net change of +5 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2026 was Integrated Wealth Concepts, an estimated $77.2M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q1 2026 was Corient Private Wealth, an estimated $155M sold.
Based on aggregated 13F filings for Q1 2026.