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Aptus Collared Investment Opportunity ETF

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.52M +$651K +19,624 +74%
D
27
Diversified
Delaware
$1.42M +$1.42M +42,963 New
MOS
28
MGO One Seven
Ohio
$1.42M -$43.7K -1,317 -3%
ARC
29
Advisor Resource Council
Texas
$1.27M +$886K +26,730 +232%
IA
30
IFP Advisors
Florida
$1.23M +$46K +1,386 +4%
KA
31
Kure Advisory
Minnesota
$1.19M -$23.6K -713 -2%
PAG
32
Private Advisor Group
New Jersey
$1.19M +$1.19M +35,975 New
FP
33
Fiduciary Planning
Florida
$1.18M -$26.4M -796,348 -96%
AFG
34
Atomi Financial Group
New York
$1.04M -$26.8K -809 -3%
BAM
35
Belpointe Asset Management
Nevada
$731K -$22.4K -675 -3%
RC
36
Rovin Capital
Arizona
$559K -$55.2K -1,663 -9%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$541K
APW
38
Axim Planning & Wealth
Ohio
$401K -$330K -9,957 -45%
GSEP
39
Golden State Equity Partners
California
$358K +$30.1K +907 +9%
CAS
40
Coppell Advisory Solutions
Texas
$307K +$307K +9,250 New
GS
41
GTS Securities
New York
$305K +$305K +9,202 New
GRP
42
Global Retirement Partners
California
$258K +$3.12K +94 +1%
VCM
43
Virtue Capital Management
Tennessee
$239K -$335K -10,239 -58%
Citadel Advisors
44
Citadel Advisors
Florida
$220K -$57.9K -1,747 -21%
PWM
45
Perigon Wealth Management
California
$213K +$213K +6,434 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$91.4K -$39.9K -1,202 -30%
FFA
47
Farther Finance Advisors
California
$77.5K +$8.32K +251 +12%
SAM
48
Smartleaf Asset Management
Massachusetts
$15.8K +$15.8K +475 New
FMP
49
Financial Management Professionals
Texas
$9K
Bank of America
50
Bank of America
North Carolina
$1.13K +$1.13K +34 New