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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

73 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 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
15
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$137M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$110M
3
CG
3
Clarus Group
Texas
$32.3M
4
OP
4
ORG Partners
Indiana
$23.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$327M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$3.93M
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
ARC
4
Advisor Resource Council
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MBE Wealth Management
Wisconsin
$3.63M +$184K +4,893 +5%
FGG
27
Financial Guidance Group
Florida
$3.42M +$3.42M +90,914 New
RB
28
Renasant Bank
Mississippi
$2.51M +$2.51M +66,665 New
S
29
Sunpointe
Missouri
$2.48M +$2.48M +65,995 New
MML Investors Services
30
MML Investors Services
Massachusetts
$2.18M +$486K +12,913 +29%
UBS Group
31
UBS Group
Switzerland
$2.11M -$99K -2,631 -4%
TVM
32
True Vision MN
Minnesota
$2.01M +$2.01M +53,372 New
AI
33
Atria Investments
North Carolina
$1.95M +$78.4K +2,084 +4%
GSEP
34
Golden State Equity Partners
California
$1.91M +$1.91M +50,869 New
MOS
35
MGO One Seven
Ohio
$1.62M +$377K +10,008 +30%
MWM
36
Maripau Wealth Management
Indiana
$1.58M +$965K +25,636 +156%
AFG
37
Atomi Financial Group
New York
$1.44M +$65.9K +1,750 +5%
IA
38
IFP Advisors
Florida
$1.32M -$61.6K -1,635 -4%
FP
39
Fiduciary Planning
Florida
$1.28M -$23.4K -622 -2%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$1.12M -$130K -3,442 -10%
OPS
41
Orion Portfolio Solutions
Nebraska
$971K +$466K +12,389 +92%
BCI
42
Brinker Capital Investments
Pennsylvania
$971K +$466K +12,389 +92%
D
43
Diversified
Delaware
$820K -$132K -3,499 -14%
Osaic Holdings
44
Osaic Holdings
Arizona
$721K -$846K -22,480 -54%
RC
45
Rovin Capital
Arizona
$643K -$31K -823 -5%
BAM
46
Belpointe Asset Management
Nevada
$609K -$135K -3,582 -18%
EC
47
EdgeRock Capital
Colorado
$537K +$537K +14,271 New
DIM
48
Delta Investment Management
California
$498K +$498K +13,229 New
TC
49
TownSquare Capital
Utah
$476K -$281K -7,469 -37%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$451K -$869K -23,098 -66%
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