Aptus Collared Investment Opportunity ETF
ACIO
38 hedge funds and large institutions have $407M invested in Aptus Collared Investment Opportunity ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 0 closing their positions.
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
36% more funds holding
Funds holding: 28 → 38 (+10)
27% more capital invested
Capital invested by funds: $321M → $407M (+$86.2M)
18.17% more ownership
Funds ownership: 75% → 93.17% (+18%)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$55M |
| 2 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$22.2M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$19M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.4M |
| 5 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.22M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$795K |
| 3 |
OPOWM
One Plus One Wealth Management
Jupiter,
Florida
|
-$249K |
| 4 |
RC
Rovin Capital
Mesa,
Arizona
|
-$230K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$148K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCFS
26
S.C. Financial Services
Scottsdale,
Arizona
| $616K | -$118K | -3,947 | -16% |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $571K | – | – | – |
|
|
VCM
28
Virtue Capital Management
Brentwood,
Tennessee
| $494K | -$148K | -4,945 | -22% |
|
|
BAM
29
Belpointe Asset Management
Reno,
Nevada
| $230K | +$9.24K | +309 | +4% |
|
|
JCM
30
Jacobi Capital Management
Pittston,
Pennsylvania
| $211K | – | – | – |
|
31
JP Morgan Chase
New York
| $187K | +$194K | +6,487 | New |
|
|
AWM
32
Aspire Wealth Management
Waltham,
Massachusetts
| $108K | +$209 | +7 | +0.2% |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $71K | -$12K | -402 | -14% |
|
|
CA
34
CoreCap Advisors
Southfield,
Michigan
| $63K | +$65.7K | +2,196 | New |
|
|
TCWM
35
Total Clarity Wealth Management
St. Charles,
Illinois
| $61K | +$63.5K | +2,125 | New |
|
36
UBS Group
Zurich,
Switzerland
| $13K | -$2.54K | -85 | -16% |
|
37
Fidelity Investments
Boston,
Massachusetts
| – | +$30 | +1 | New |
|
38
Wells Fargo
San Francisco,
California
| – | +$30 | +1 | New |
|
ACIO Hedge Fund Activity: Q2 2022 in Review
38 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2022, worth a combined $407M — up 27% from $321M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ACIO positions and 0 closed out — a net gain of 10 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $55M. The largest seller was Precision Wealth Strategies, cutting an estimated $1.22M.
- 38 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2022, up from 28 in Q1 2022.
- Funds reported $407M of Aptus Collared Investment Opportunity ETF stock for Q2 2022, up 27% quarter-over-quarter.
- 10 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2022 and 0 closed out, a net change of +10 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $55M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q2 2022 was Precision Wealth Strategies, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2022.