ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

83 hedge funds and large institutions have $1.54B invested in Aptus Collared Investment Opportunity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.2%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.36%
New
16
Increased
50
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$172M
2
ACA
2
Aptus Capital Advisors
Alabama
$397M
3
KWM
3
KFG Wealth Management
Indiana
$37M
4
DIM
4
Delta Investment Management
California
$24.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$163M

Top Sellers

1
GSEP
1
Golden State Equity Partners
California
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$227K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$599K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.06M
5
TC
5
TownSquare Capital
Utah
$443K
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$8.22M +$1.03M +26,023 +14%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$7.04M +$781K +19,660 +12%
SAW
28
Signal Advisors Wealth
Michigan
$5.87M +$5.59M +140,576 +1,991%
UBS Group
29
UBS Group
Switzerland
$5.12M +$2.89M +72,612 +129%
FGG
30
Financial Guidance Group
Florida
$4.58M +$972K +24,456 +27%
OPOWM
31
One Plus One Wealth Management
Florida
$4.48M +$48.2K +1,214 +1%
MWM
32
MBE Wealth Management
Wisconsin
$4.24M +$405K +10,203 +11%
ASN
33
Advisory Services Network
Georgia
$3.93M – – –
RB
34
Renasant Bank
Mississippi
$3.55M +$901K +22,670 +34%
S
35
Sunpointe
Missouri
$3.49M +$864K +21,736 +33%
ARC
36
Advisor Resource Council
Texas
$3.33M +$3.33M +83,779 New
MWM
37
Maripau Wealth Management
Indiana
$3.13M +$1.46M +36,780 +87%
SHFP
38
Second Half Financial Partners
Florida
$3.08M +$3.08M +77,625 New
IA
39
IFP Advisors
Florida
$2.94M +$1.54M +38,862 +111%
MOS
40
MGO One Seven
Ohio
$2.76M +$1.06M +26,562 +62%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.57M +$262K +6,595 +11%
Wells Fargo
42
Wells Fargo
California
$2.57M +$2.52M +63,342 +4,949%
TVM
43
True Vision MN
Minnesota
$2.34M +$219K +5,502 +10%
AI
44
Atria Investments
North Carolina
$2.25M +$186K +4,679 +9%
AFG
45
Atomi Financial Group
New York
$1.64M +$114K +2,863 +7%
FP
46
Fiduciary Planning
Florida
$1.36M +$278 +7 +0%
FEM
47
Fulcrum Equity Management
Texas
$1.16M +$1.16M +29,313 New
OPS
48
Orion Portfolio Solutions
Nebraska
$1.11M +$89.2K +2,245 +9%
BCI
49
Brinker Capital Investments
Pennsylvania
$1.11M +$89.2K +2,245 +9%
EC
50
EdgeRock Capital
Colorado
$1.06M +$493K +12,402 +87%
1
2
3 4