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Aptus Collared Investment Opportunity ETF
ACIO

52 hedge funds and large institutions have $702M invested in Aptus Collared Investment Opportunity ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

16% more capital invested

Capital invested by funds: $607M → $702M (+$95.5M)

16% more funds holding

Funds holding: 45 → 52 (+7)

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

3.7% more ownership

Funds ownership: 112.48% → 116.18% (+3.7%)

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
12
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
Integrated Wealth Concepts
Massachusetts
+$33.2M
2
OP
ORG Partners
Indiana
+$15.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.2M
4
BF
Brogan Financial
Tennessee
+$8.57M
5
LFAS
Level Four Advisory Services
Texas
+$5.48M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$37.1M
2
FP
Fiduciary Planning
Florida
-$25.2M
3
DAM
Derbend Asset Management
Georgia
-$3.92M
4
ASN
Advisory Services Network
Georgia
-$3.48M
5
OMC
Old Mission Capital
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.52M +$620K +19,624 +74%
D
27
Diversified
Delaware
$1.42M +$1.36M +42,963 New
MOS
28
MGO One Seven
Ohio
$1.42M -$41.6K -1,317 -3%
ARC
29
Advisor Resource Council
Texas
$1.27M +$844K +26,730 +232%
IA
30
IFP Advisors
Florida
$1.23M +$43.8K +1,386 +4%
KA
31
Kure Advisory
Minnesota
$1.19M -$22.5K -713 -2%
PAG
32
Private Advisor Group
New Jersey
$1.19M +$1.14M +35,975 New
FP
33
Fiduciary Planning
Florida
$1.18M -$25.2M -796,348 -96%
AFG
34
Atomi Financial Group
New York
$1.04M -$25.6K -809 -3%
BAM
35
Belpointe Asset Management
Nevada
$731K -$21.3K -675 -3%
RC
36
Rovin Capital
Arizona
$559K -$52.5K -1,663 -9%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$541K – – –
APW
38
Axim Planning & Wealth
Ohio
$401K -$315K -9,957 -45%
GSEP
39
Golden State Equity Partners
California
$358K +$28.7K +907 +9%
CAS
40
Coppell Advisory Solutions
Texas
$307K +$292K +9,250 New
GS
41
GTS Securities
New York
$305K +$291K +9,202 New
GRP
42
Global Retirement Partners
California
$258K +$2.97K +94 +1%
VCM
43
Virtue Capital Management
Tennessee
$239K -$323K -10,239 -58%
Citadel Advisors
44
Citadel Advisors
Florida
$220K -$55.2K -1,747 -21%
PWM
45
Perigon Wealth Management
California
$213K +$203K +6,434 New
JP Morgan Chase
46
JP Morgan Chase
New York
$91.4K -$38K -1,202 -30%
FFA
47
Farther Finance Advisors
California
$77.5K +$7.93K +251 +12%
SAM
48
Smartleaf Asset Management
Massachusetts
$15.8K +$15K +475 New
FMP
49
Financial Management Professionals
Texas
$9K – – –
Bank of America
50
Bank of America
North Carolina
$1.13K +$1.07K +34 New
1
2
3

ACIO Hedge Fund Activity: Q4 2023 in Review

52 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2023, worth a combined $702M — up 16% from $607M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ACIO positions and 5 closed out — a net gain of 7 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $33.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $37.1M.

  • 52 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2023, up from 45 in Q3 2023.
  • Funds reported $702M of Aptus Collared Investment Opportunity ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 12 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2023 and 5 closed out, a net change of +7 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2023 was Integrated Wealth Concepts, an estimated $33.2M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q4 2023 was Aptus Capital Advisors, an estimated $37.1M sold.

Based on aggregated 13F filings for Q4 2023.