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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

64 hedge funds and large institutions have $850M invested in Aptus Collared Investment Opportunity ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.93%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
20
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$40.6M
2
ACA
2
Aptus Capital Advisors
Alabama
$293M
3
SFG
3
Sunburst Financial Group
Alabama
$10.5M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$48.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.3M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
MFG
2
Menard Financial Group
Texas
$0
3
FHC
3
First Heartland Consultants
Missouri
$28.4M
4
KA
4
Kure Advisory
Minnesota
$0
5
D
5
Diversified
Delaware
$912K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.12M +$461K +12,805 +28%
AI
27
Atria Investments
North Carolina
$1.8M -$81.3K -2,256 -4%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.63M +$1.63M +45,129 New
Osaic Holdings
29
Osaic Holdings
Arizona
$1.5M +$1.5M +41,648 New
Jane Street
30
Jane Street
New York
$1.37M +$1.37M +37,947 New
IA
31
IFP Advisors
Florida
$1.32M -$11.7K -324 -0.9%
AFG
32
Atomi Financial Group
New York
$1.32M +$187K +5,202 +17%
PAG
33
Private Advisor Group
New Jersey
$1.28M -$12.5K -346 -1%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$1.26M +$1.26M +35,078 New
FP
35
Fiduciary Planning
Florida
$1.25M -$30.5K -847 -2%
ARC
36
Advisor Resource Council
Texas
$1.21M -$58.4K -1,761 -5%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.2M +$613K +17,000 +104%
MOS
38
MGO One Seven
Ohio
$1.19M -$358K -9,947 -23%
D
39
Diversified
Delaware
$912K -$636K -17,662 -41%
SAW
40
Signal Advisors Wealth
Michigan
$804K +$804K +22,326 New
TC
41
TownSquare Capital
Utah
$725K +$725K +20,129 New
BAM
42
Belpointe Asset Management
Nevada
$712K -$81.9K -2,274 -10%
RC
43
Rovin Capital
Arizona
$645K +$38.1K +1,058 +6%
MWM
44
Maripau Wealth Management
Indiana
$591K +$591K +16,405 New
APW
45
Axim Planning & Wealth
Ohio
$544K +$109K +3,013 +25%
OPS
46
Orion Portfolio Solutions
Nebraska
$483K +$483K +13,402 New
BCI
47
Brinker Capital Investments
Pennsylvania
$483K +$483K +13,402 New
GS
48
GTS Securities
New York
$332K – – –
CG
49
Clarus Group
Texas
$302K +$302K +8,385 New
Creative Planning
50
Creative Planning
Kansas
$286K +$286K +7,940 New
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2
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