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Aptus Collared Investment Opportunity ETF

132 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, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$441K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Purewater Capital
Texas
$13.6M
GL
27
Gerber LLC
Ohio
$13.3M
CCP
28
Cushing Capital Partners
Wisconsin
$12.7M
SOS
29
Silver Oak Securities
Tennessee
$12.3M
FGG
30
Financial Guidance Group
Florida
$12M
MWM
31
MBE Wealth Management
Wisconsin
$11.9M
SRS
32
Strong Retirement Solutions
Washington
$11.7M
LRWM
33
Lord & Richards Wealth Management
Colorado
$10.9M
EC
34
EdgeRock Capital
Colorado
$9.7M
IAA
35
Independent Advisor Alliance
North Carolina
$8.78M
MWM
36
Maripau Wealth Management
Indiana
$8.65M
PCIA
37
Prime Capital Investment Advisors
Kansas
$8.6M
LFAS
38
Level Four Advisory Services
Texas
$8.3M
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$7.95M
S
40
Sunpointe
Missouri
$7.32M
CBT
41
CoreFirst Bank & Trust
Kansas
$6.62M
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$5.98M
RB
43
Renasant Bank
Mississippi
$5.65M
TA
44
TrueWealth Advisors
Alabama
$5.39M
OPOWM
45
One Plus One Wealth Management
Florida
$5.37M
RIA
46
Regal Investment Advisors
Michigan
$4.93M
UBS Group
47
UBS Group
Switzerland
$4.74M
SAI
48
Savvy Advisors Inc
New York
$4.52M
MWM
49
Meridian Wealth Management
Kentucky
$3.9M
WS
50
Wilian Securities
Minnesota
$3.84M