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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$276M
2
ACA
2
Aptus Capital Advisors
Alabama
$581M
3
WAT
3
Wealth Advisory Team
Kentucky
$14.7M
4
ASN
4
Advisory Services Network
Georgia
$37.2M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$177M

Top Sellers

1
NW
1
Naviter Wealth
Arkansas
$0
2
ARC
2
Advisor Resource Council
Texas
$794K
3
GSEP
3
Golden State Equity Partners
California
$0
4
IA
4
IFP Advisors
Florida
$19.6K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
MWM
26
MBE Wealth Management
Wisconsin
$13.1M 315,318 +3,853 +1%
UAG
27
United Advisor Group
Ohio
$12.7M 306,475 +17,548 +6%
SOS
28
Silver Oak Securities
Tennessee
$11.9M 286,841 +21,639 +8%
CCP
29
Cushing Capital Partners
Wisconsin
$11.8M 283,835 +14,199 +5%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$11.5M 276,896 +276,896 New
DIM
31
Delta Investment Management
California
$10.1M 243,082 -1,650 -0.7%
LRWM
32
Lord & Richards Wealth Management
Colorado
$9.81M 236,888 +35,804 +18%
LFAS
33
Level Four Advisory Services
Texas
$8.74M 211,201 -1,137 -0.5%
FGG
34
Financial Guidance Group
Florida
$8.05M 194,432 +30,775 +19%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.97M 192,588 +8,772 +5%
RB
36
Renasant Bank
Mississippi
$7.63M 184,249 +4,854 +3%
MWM
37
Maripau Wealth Management
Indiana
$7.55M 181,346 -9,872 -5%
EC
38
EdgeRock Capital
Colorado
$7.23M 174,659 -27,664 -14%
UBS Group
39
UBS Group
Switzerland
$6.92M 167,200 -19,253 -10%
TPW
40
Talon Private Wealth
Florida
$6.91M 166,898 +3,387 +2%
S
41
Sunpointe
Missouri
$5.77M 139,263 +8,764 +7%
MW
42
MBL Wealth
North Carolina
$5.71M 137,937 +137,937 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$5.02M 121,133 +121,133 New
OPOWM
44
One Plus One Wealth Management
Florida
$4.8M 115,855 +799 +0.7%
BCI
45
Brinker Capital Investments
Pennsylvania
$4.55M 109,865 +10,761 +11%
SHFP
46
Second Half Financial Partners
Florida
$3.26M 78,735 +2,036 +3%
GL
47
Gerber LLC
Ohio
$2.83M 68,301 +45,626 +201%
OPWM
48
Oregon Pacific Wealth Management
Oregon
$2.63M 63,627 -1,297 -2%
TVM
49
True Vision MN
Minnesota
$2.51M 60,676 +2,459 +4%
AI
50
Atria Investments
North Carolina
$2.5M 60,469 +4,170 +7%
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