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Aptus Collared Investment Opportunity ETF
ACIO

74 hedge funds and large institutions have $1.17B invested in Aptus Collared Investment Opportunity ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

38% more capital invested

Capital invested by funds: $850M → $1.17B (+$320M)

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more funds holding

Funds holding: 64 → 74 (+10)

3.6% less ownership

Funds ownership: 117.02% → 113.41% (-3.6%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
1.07%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
16
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$56.9M
3
CG
Clarus Group
Texas
+$30.8M
4
OP
ORG Partners
Indiana
+$22.7M
5
ACA
Aptus Capital Advisors
Alabama
+$20.5M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$9.66M
2
Jane Street
Jane Street
New York
-$1.37M
3
PAG
Private Advisor Group
New Jersey
-$1.28M
4
ARC
Advisor Resource Council
Texas
-$1.21M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$836K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MBE Wealth Management
Wisconsin
$3.63M +$177K +4,893 +5%
FGG
27
Financial Guidance Group
Florida
$3.42M +$3.29M +90,914 New
RB
28
Renasant Bank
Mississippi
$2.51M +$2.41M +66,665 New
S
29
Sunpointe
Missouri
$2.48M +$2.39M +65,995 New
MML Investors Services
30
MML Investors Services
Massachusetts
$2.18M +$468K +12,913 +29%
UBS Group
31
UBS Group
Switzerland
$2.11M -$95.3K -2,631 -4%
TVM
32
True Vision MN
Minnesota
$2.01M +$1.93M +53,372 New
AI
33
Atria Investments
North Carolina
$1.95M +$75.5K +2,084 +4%
GSEP
34
Golden State Equity Partners
California
$1.91M +$1.84M +50,869 New
MOS
35
MGO One Seven
Ohio
$1.62M +$362K +10,008 +30%
MWM
36
Maripau Wealth Management
Indiana
$1.58M +$928K +25,636 +156%
AFG
37
Atomi Financial Group
New York
$1.44M +$63.4K +1,750 +5%
IA
38
IFP Advisors
Florida
$1.32M -$59.2K -1,635 -4%
FP
39
Fiduciary Planning
Florida
$1.28M -$22.5K -622 -2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.12M -$125K -3,442 -10%
BCI
41
Brinker Capital Investments
Pennsylvania
$971K +$449K +12,389 +92%
OPS
42
Orion Portfolio Solutions
Nebraska
$971K +$449K +12,389 +92%
D
43
Diversified
Delaware
$820K -$127K -3,499 -14%
Osaic Holdings
44
Osaic Holdings
Arizona
$721K -$814K -22,480 -54%
RC
45
Rovin Capital
Arizona
$643K -$29.8K -823 -5%
BAM
46
Belpointe Asset Management
Nevada
$609K -$130K -3,582 -18%
EC
47
EdgeRock Capital
Colorado
$537K +$517K +14,271 New
DIM
48
Delta Investment Management
California
$498K +$479K +13,229 New
TC
49
TownSquare Capital
Utah
$476K -$270K -7,469 -37%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$451K -$836K -23,098 -66%
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ACIO Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2024, worth a combined $1.17B — up 38% from $850M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACIO positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $91.5M. The largest seller was Advisory Services Network, cutting an estimated $9.66M.

  • 74 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $1.17B of Aptus Collared Investment Opportunity ETF stock for Q2 2024, up 38% quarter-over-quarter.
  • 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2024 and 5 closed out, a net change of +11 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $91.5M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2024 was Advisory Services Network, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2024.