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Aptus Collared Investment Opportunity ETF

44 hedge funds and large institutions have $664M invested in Aptus Collared Investment Opportunity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 4344 (+1)

1% more capital invested

Capital invested by funds: $659M → $664M (+$5.05M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

1.68% less ownership

Funds ownership: 113.14%111.46% (-1.7%)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.69%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
4
Increased
18
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$1.03M -$5.19K -171 -0.5%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.01M
MOS
28
MGO One Seven
Ohio
$977K +$428K +14,114 +82%
OMC
29
Old Mission Capital
Illinois
$910K +$888K +29,253 New
IA
30
IFP Advisors
Florida
$823K +$576K +18,972 +254%
BAM
31
Belpointe Asset Management
Nevada
$754K -$238K -7,837 -24%
APW
32
Axim Planning & Wealth
Ohio
$638K -$139K -4,570 -18%
RC
33
Rovin Capital
Arizona
$623K +$86.5K +2,850 +17%
VCM
34
Virtue Capital Management
Tennessee
$546K -$29.2K -963 -5%
UBS Group
35
UBS Group
Switzerland
$387K -$318K -10,473 -46%
PWS
36
Precision Wealth Strategies
Missouri
$383K -$184K -6,067 -33%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$367K +$358K +11,811 New
GSEP
38
Golden State Equity Partners
California
$336K +$39.3K +1,295 +14%
ARC
39
Advisor Resource Council
Texas
$251K -$13.7M -452,250 -98%
PWM
40
Perigon Wealth Management
California
$200K +$195K +6,434 New
JP Morgan Chase
41
JP Morgan Chase
New York
$111K
AWM
42
Avior Wealth Management
Nebraska
$11.6K -$197K -6,500 -95%
Morgan Stanley
43
Morgan Stanley
New York
$3.08K +$3K +99 New
Wells Fargo
44
Wells Fargo
California
$26 -$31.6K -1,041 -100%
LC
45
Legacy CG
Texas
-$7.85M -260,180 Closed
SPC
46
Sigma Planning Corp
Michigan
-$958K -31,729 Closed
Lido Advisors
47
Lido Advisors
California
-$292K -9,677 Closed

ACIO Hedge Fund Activity: Q2 2023 in Review

44 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2023, worth a combined $664M — up 0.77% from $659M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ACIO positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Advisory Services Network, adding an estimated $5.33M. The largest seller was Advisor Resource Council, cutting an estimated $13.7M.

  • 44 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2023, up from 43 in Q1 2023.
  • Funds reported $664M of Aptus Collared Investment Opportunity ETF stock for Q2 2023, up 0.77% quarter-over-quarter.
  • 4 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2023 was Advisory Services Network, an estimated $5.33M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2023 was Advisor Resource Council, an estimated $13.7M sold.

Based on aggregated 13F filings for Q2 2023.