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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

45 hedge funds and large institutions have $607M invested in Aptus Collared Investment Opportunity ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
9
Increased
17
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$265M
3
BCM
3
Bienville Capital Management
New York
$11M
4
TA
4
TrueWealth Advisors
Alabama
$11.2M
5
WC
5
Waterloo Capital
Texas
$16.8M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$15.1M
2
SWM
2
Sugarloaf Wealth Management
Georgia
$30.5M
3
DAM
3
Derbend Asset Management
Georgia
$3.92M
4
FP
4
Fiduciary Planning
Florida
$25.3M
5
SOS
5
Silver Oak Securities
Tennessee
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
26
Kure Advisory
Minnesota
$1.12M +$1.12M +36,688 New
IA
27
IFP Advisors
Florida
$1.09M +$282K +9,263 +35%
AFG
28
Atomi Financial Group
New York
$979K -$166K -5,439 -14%
UBS Group
29
UBS Group
Switzerland
$802K +$424K +13,919 +112%
BAM
30
Belpointe Asset Management
Nevada
$691K -$46.3K -1,522 -6%
APW
31
Axim Planning & Wealth
Ohio
$671K +$46.3K +1,520 +7%
Wolverine Trading
32
Wolverine Trading
Illinois
$666K +$666K +21,896 New
RC
33
Rovin Capital
Arizona
$563K -$46.5K -1,529 -8%
VCM
34
Virtue Capital Management
Tennessee
$546K – – –
Jane Street
35
Jane Street
New York
$516K +$516K +16,946 New
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$496K -$496K -16,308 -50%
ARC
37
Advisor Resource Council
Texas
$350K +$105K +3,435 +43%
GSEP
38
Golden State Equity Partners
California
$301K -$28K -919 -9%
Citadel Advisors
39
Citadel Advisors
Florida
$255K -$972K -31,950 -79%
IWC
40
Integrated Wealth Concepts
Massachusetts
$246K +$246K +8,069 New
OP
41
ORG Partners
Indiana
$234K +$234K +7,687 New
GRP
42
Global Retirement Partners
California
$232K -$885K -29,300 -79%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$120K +$12.2K +401 +11%
FFA
44
Farther Finance Advisors
California
$63.5K +$63.5K +2,087 New
FMP
45
Financial Management Professionals
Texas
$8K +$8K +259 New
Wells Fargo
46
Wells Fargo
California
$14 -$26 -1 Closed
Osaic Holdings
47
Osaic Holdings
Arizona
– -$1.46M -47,181 Closed
AI
48
Atria Investments
North Carolina
– -$1.03M -33,056 Closed
PWS
49
Precision Wealth Strategies
Missouri
– -$383K -12,297 Closed
PIWA
50
Prevail Innovative Wealth Advisors
Kansas
– -$367K -11,811 Closed
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