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Aptus Collared Investment Opportunity ETF

117 hedge funds and large institutions have $2.24B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
SOS
26
Silver Oak Securities
Tennessee
$13.4M
CCP
27
Cushing Capital Partners
Wisconsin
$12.7M
MWM
28
MBE Wealth Management
Wisconsin
$11.8M
LRWM
29
Lord & Richards Wealth Management
Colorado
$10.8M
FGG
30
Financial Guidance Group
Florida
$9.48M
EC
31
EdgeRock Capital
Colorado
$9.47M
LFAS
32
Level Four Advisory Services
Texas
$9.13M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$8.37M
DIM
34
Delta Investment Management
California
$8.14M
RB
35
Renasant Bank
Mississippi
$8.01M
MWM
36
Maripau Wealth Management
Indiana
$7.75M
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$6.69M
S
38
Sunpointe
Missouri
$6.64M
UBS Group
39
UBS Group
Switzerland
$6.47M
Two Sigma Investments
40
Two Sigma Investments
New York
$6.19M
OPOWM
41
One Plus One Wealth Management
Florida
$5.25M
GL
42
Gerber LLC
Ohio
$4.93M
PCIA
43
Prime Capital Investment Advisors
Kansas
$4.84M
MW
44
MBL Wealth
North Carolina
$4.6M
BCI
45
Brinker Capital Investments
Pennsylvania
$4.53M
SHFP
46
Second Half Financial Partners
Florida
$3.27M
AI
47
Atria Investments
North Carolina
$3.14M
NCM
48
NCM Capital Management
New Jersey
$2.77M
MML Investors Services
49
MML Investors Services
Massachusetts
$2.76M
Osaic Holdings
50
Osaic Holdings
Arizona
$2.72M