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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

29 hedge funds and large institutions have $268M invested in Aptus Collared Investment Opportunity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
+13
Holders Change %
+81.25%
% of All Funds
0.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$148M
2
MCM
2
MAI Capital Management
Ohio
$4.64M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$38.7M
4
FP
4
Fiduciary Planning
Florida
$22.5M
5
OMC
5
Old Mission Capital
Illinois
$1.27M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$6.95M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.2M
3
Jane Street
3
Jane Street
New York
$1.54M
4
MFG
4
Menard Financial Group
Texas
$14M
5
JCM
5
Jacobi Capital Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$33K +$33K +1,026 New
IA
27
IFP Advisors
Florida
$20K – – –
FHC
28
First Heartland Consultants
Missouri
$18.9K +$18.9K +580,776 New
JCM
29
Jacobi Capital Management
Pennsylvania
– -$149K -4,980 Closed
1
2