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Aptus Collared Investment Opportunity ETF
ACIO

104 hedge funds and large institutions have $1.89B invested in Aptus Collared Investment Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

24% more funds holding

Funds holding: 84 → 104 (+20)

22% more capital invested

Capital invested by funds: $1.54B → $1.89B (+$345M)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

5.54% more ownership

Funds ownership: 112.73% → 118.27% (+5.5%)

Holders
104
Holders Change
+20
Holders Change %
+23.81%
% of All Funds
1.37%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.36%
New
26
Increased
48
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$116M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$43M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$39.1M
4
KWM
KFG Wealth Management
Indiana
+$13.6M
5
CG
Clarus Group
Texas
+$12.1M

Top Sellers

1
DIM
Delta Investment Management
California
-$7.36M
2
TA
TrueWealth Advisors
Alabama
-$5.26M
3
ARC
Advisor Resource Council
Texas
-$3.33M
4
FHC
First Heartland Consultants
Missouri
-$1.28M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
DE
26
Diversified Enterprises
Delaware
$10.4M +$9.55M +235,941 +1,082%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$9.66M -$428K -10,574 -4%
SOS
28
Silver Oak Securities
Tennessee
$9.44M +$385K +9,498 +4%
CCP
29
Cushing Capital Partners
Wisconsin
$8.52M +$8.57M +211,627 New
LFAS
30
Level Four Advisory Services
Texas
$8.35M -$24K -593 -0.3%
UBS Group
31
UBS Group
Switzerland
$8.26M +$3.1M +76,523 +59%
Wells Fargo
32
Wells Fargo
California
$8.05M +$5.48M +135,390 +210%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$7.16M +$34.3K +847 +0.5%
RB
34
Renasant Bank
Mississippi
$6.27M +$2.69M +66,408 +74%
MWM
35
Maripau Wealth Management
Indiana
$6M +$2.84M +70,179 +89%
FGG
36
Financial Guidance Group
Florida
$5.74M +$1.11M +27,355 +24%
MWM
37
MBE Wealth Management
Wisconsin
$5.35M +$1.06M +26,262 +25%
S
38
Sunpointe
Missouri
$4.97M +$1.45M +35,864 +41%
BCI
39
Brinker Capital Investments
Pennsylvania
$4.89M +$3.78M +93,459 +333%
OPS
40
Orion Portfolio Solutions
Nebraska
$4.89M +$3.78M +93,459 +333%
OPOWM
41
One Plus One Wealth Management
Florida
$4.67M +$135K +3,342 +3%
GSEP
42
Golden State Equity Partners
California
$3.52M +$3.54M +87,492 New
FA
43
Fermata Advisors
California
$3.35M +$3.37M +83,161 New
MOS
44
MGO One Seven
Ohio
$3.28M +$480K +11,852 +17%
LRWM
45
Lord & Richards Wealth Management
Colorado
$3.1M +$3.12M +77,162 New
SHFP
46
Second Half Financial Partners
Florida
$3.1M -$22.6K -557 -0.7%
IA
47
IFP Advisors
Florida
$3.06M +$81.7K +2,019 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.78M +$183K +4,522 +7%
EC
49
EdgeRock Capital
Colorado
$2.52M +$1.45M +35,834 +134%
TVM
50
True Vision MN
Minnesota
$2.34M -$25.1K -620 -1%
1
2
3 4 5

ACIO Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2024, worth a combined $1.89B — up 22% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ACIO positions and 4 closed out — a net gain of 22 holders — while 48 added to existing stakes and 23 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $116M. The largest seller was Delta Investment Management, cutting an estimated $7.36M.

  • 104 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $1.89B of Aptus Collared Investment Opportunity ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 26 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2024 and 4 closed out, a net change of +22 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $116M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q4 2024 was Delta Investment Management, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2024.