ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

103 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, 47 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+20
Holders Change %
+24.1%
% 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
47
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$517M
2
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$157M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$213M
4
KWM
4
KFG Wealth Management
Indiana
$50.9M
5
CG
5
Clarus Group
Texas
$48M

Top Sellers

1
DIM
1
Delta Investment Management
California
$17.7M
2
TA
2
TrueWealth Advisors
Alabama
$14.8M
3
ARC
3
Advisor Resource Council
Texas
$0
4
FHC
4
First Heartland Consultants
Missouri
$33.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DE
26
Diversified Enterprises
Delaware
$10.4M +$9.49M +235,941 +1,082%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$9.66M -$426K -10,574 -4%
SOS
28
Silver Oak Securities
Tennessee
$9.44M +$383K +9,498 +4%
CCP
29
Cushing Capital Partners
Wisconsin
$8.52M +$8.52M +211,627 New
LFAS
30
Level Four Advisory Services
Texas
$8.35M -$23.9K -593 -0.3%
UBS Group
31
UBS Group
Switzerland
$8.26M +$3.08M +76,523 +59%
Wells Fargo
32
Wells Fargo
California
$8.05M +$5.45M +135,390 +210%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$7.16M +$34.1K +847 +0.5%
RB
34
Renasant Bank
Mississippi
$6.27M +$2.67M +66,408 +74%
MWM
35
Maripau Wealth Management
Indiana
$6M +$2.82M +70,179 +89%
FGG
36
Financial Guidance Group
Florida
$5.74M +$1.1M +27,355 +24%
MWM
37
MBE Wealth Management
Wisconsin
$5.35M +$1.06M +26,262 +25%
S
38
Sunpointe
Missouri
$4.97M +$1.44M +35,864 +41%
OPS
39
Orion Portfolio Solutions
Nebraska
$4.89M +$3.76M +93,459 +333%
BCI
40
Brinker Capital Investments
Pennsylvania
$4.89M +$3.76M +93,459 +333%
OPOWM
41
One Plus One Wealth Management
Florida
$4.67M +$134K +3,342 +3%
GSEP
42
Golden State Equity Partners
California
$3.52M +$3.52M +87,492 New
FA
43
Fermata Advisors
California
$3.35M +$3.35M +83,161 New
MOS
44
MGO One Seven
Ohio
$3.28M +$477K +11,852 +17%
LRWM
45
Lord & Richards Wealth Management
Colorado
$3.1M +$3.1M +77,162 New
SHFP
46
Second Half Financial Partners
Florida
$3.1M -$22.4K -557 -0.7%
IA
47
IFP Advisors
Florida
$3.06M +$81.2K +2,019 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$2.78M +$182K +4,522 +7%
EC
49
EdgeRock Capital
Colorado
$2.52M +$1.44M +35,834 +134%
TVM
50
True Vision MN
Minnesota
$2.34M -$24.9K -620 -1%
1
2
3 4 5