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Aptus Collared Investment Opportunity ETF

132 hedge funds and large institutions have $2.38B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRS
26
Strong Retirement Solutions
Washington
$14M
CCP
27
Cushing Capital Partners
Wisconsin
$13.9M
GL
28
Gerber LLC
Ohio
$13.1M
MWM
29
MBE Wealth Management
Wisconsin
$12.4M
FGG
30
Financial Guidance Group
Florida
$11.8M
LRWM
31
Lord & Richards Wealth Management
Colorado
$11.2M
TA
32
TrueWealth Advisors
Alabama
$9.8M
EC
33
EdgeRock Capital
Colorado
$9.77M
SAI
34
Savvy Advisors Inc
New York
$9.49M
LFAS
35
Level Four Advisory Services
Texas
$8.66M
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$8.51M
MWM
37
Maripau Wealth Management
Indiana
$8.43M
PCIA
38
Prime Capital Investment Advisors
Kansas
$7.37M
DIM
39
Delta Investment Management
California
$7.35M
S
40
Sunpointe
Missouri
$7.34M
RB
41
Renasant Bank
Mississippi
$7.04M
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$6.62M
UBS Group
43
UBS Group
Switzerland
$6.57M
OPOWM
44
One Plus One Wealth Management
Florida
$5.33M
CBT
45
CoreFirst Bank & Trust
Kansas
$5.29M
RIA
46
Regal Investment Advisors
Michigan
$4.99M
PPG
47
Peak Planning Group
Colorado
$4.57M
BCI
48
Brinker Capital Investments
Pennsylvania
$4.41M
IAA
49
Independent Advisor Alliance
North Carolina
$3.97M
AI
50
Atria Investments
North Carolina
$3.64M