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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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
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
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$12.7M
2
LPL Financial
2
LPL Financial
California
$1.93M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$53M
4
OMC
4
Old Mission Capital
Illinois
$910K
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$79.6M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$251K
2
LC
2
Legacy CG
Texas
$0
3
CIA
3
Compass Ion Advisors
Pennsylvania
$40.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.92M
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
26
Atria Investments
North Carolina
$1.03M -$5.32K -171 -0.5%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.01M – – –
MOS
28
MGO One Seven
Ohio
$977K +$439K +14,114 +82%
OMC
29
Old Mission Capital
Illinois
$910K +$910K +29,253 New
IA
30
IFP Advisors
Florida
$823K +$590K +18,972 +254%
BAM
31
Belpointe Asset Management
Nevada
$754K -$244K -7,837 -24%
APW
32
Axim Planning & Wealth
Ohio
$638K -$142K -4,570 -18%
RC
33
Rovin Capital
Arizona
$623K +$88.6K +2,850 +17%
VCM
34
Virtue Capital Management
Tennessee
$546K -$30K -963 -5%
UBS Group
35
UBS Group
Switzerland
$387K -$326K -10,473 -46%
PWS
36
Precision Wealth Strategies
Missouri
$383K -$189K -6,067 -33%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$367K +$367K +11,811 New
GSEP
38
Golden State Equity Partners
California
$336K +$40.3K +1,295 +14%
ARC
39
Advisor Resource Council
Texas
$251K -$14.1M -452,250 -98%
PWM
40
Perigon Wealth Management
California
$200K +$200K +6,434 New
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$111K – – –
AWM
42
Avior Wealth Management
Nebraska
$11.6K -$202K -6,500 -95%
Morgan Stanley
43
Morgan Stanley
New York
$3.08K +$3.08K +99 New
Wells Fargo
44
Wells Fargo
California
$26 -$27.1K -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
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