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Aptus Collared Investment Opportunity ETF
ACIO

110 hedge funds and large institutions have $1.87B invested in Aptus Collared Investment Opportunity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

7% more funds holding in top 10

Funds holding in top 10: 27 → 29 (+2)

6% more funds holding

Funds holding: 104 → 110 (+6)

1% less capital invested

Capital invested by funds: $1.89B → $1.87B (-$19.9M)

7.8% less ownership

Funds ownership: 118.27% → 110.47% (-7.8%)

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.48%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
22
Increased
57
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$11.8M
2
Wells Fargo
Wells Fargo
California
+$11.4M
3
DE
Diversified Enterprises
Delaware
+$8.69M
4
SAW
Signal Advisors Wealth
Michigan
+$7.6M
5
ASN
Advisory Services Network
Georgia
+$7.39M

Top Sellers

1
OP
ORG Partners
Indiana
-$28.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.66M
3
DIM
Delta Investment Management
California
-$7.81M
4
MCM
MAI Capital Management
Ohio
-$4.63M
5
MOS
MGO One Seven
Ohio
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
UAG
26
United Advisor Group
Ohio
$11.2M +$731K +18,174 +7%
CCP
27
Cushing Capital Partners
Wisconsin
$10.4M +$2.33M +58,009 +27%
SOS
28
Silver Oak Securities
Tennessee
$10.2M +$1.24M +30,851 +13%
DIM
29
Delta Investment Management
California
$9.47M -$7.81M -194,385 -44%
LFAS
30
Level Four Advisory Services
Texas
$8.22M +$196K +4,869 +2%
EC
31
EdgeRock Capital
Colorado
$7.83M +$5.62M +139,816 +224%
LRWM
32
Lord & Richards Wealth Management
Colorado
$7.78M +$4.98M +123,922 +161%
MWM
33
Maripau Wealth Management
Indiana
$7.4M +$1.7M +42,218 +28%
UBS Group
34
UBS Group
Switzerland
$7.21M -$757K -18,835 -9%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.11M +$232K +5,776 +3%
RB
36
Renasant Bank
Mississippi
$6.94M +$951K +23,652 +15%
TPW
37
Talon Private Wealth
Florida
$6.54M +$5.99M +149,033 +1,029%
UWP
38
Uniting Wealth Partners
Kansas
$6.49M +$6.75M +167,871 New
FGG
39
Financial Guidance Group
Florida
$6.33M +$841K +20,932 +15%
S
40
Sunpointe
Missouri
$5.05M +$278K +6,904 +6%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$4.64M +$4.82M +119,813 New
OPOWM
42
One Plus One Wealth Management
Florida
$4.45M -$43.2K -1,075 -0.9%
ARC
43
Advisor Resource Council
Texas
$4.16M +$5.09M +126,665 New
BCI
44
Brinker Capital Investments
Pennsylvania
$3.83M -$900K -22,391 -18%
OPS
45
Orion Portfolio Solutions
Nebraska
$3.83M -$900K -22,391 -18%
GSEP
46
Golden State Equity Partners
California
$3.57M +$191K +4,761 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.27M +$616K +15,329 +22%
IA
48
IFP Advisors
Florida
$3.06M +$120K +2,984 +4%
SHFP
49
Second Half Financial Partners
Florida
$2.97M -$14.8K -369 -0.5%
OPWM
50
Oregon Pacific Wealth Management
Oregon
$2.51M +$2.61M +64,924 New
1
2
3 4 5

ACIO Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2025, worth a combined $1.87B — down 1.1% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ACIO positions and 14 closed out — a net gain of 8 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $11.8M. The largest seller was ORG Partners, exiting entirely with an estimated $28.1M sold.

  • 110 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2025, up from 104 in Q4 2024.
  • Funds reported $1.87B of Aptus Collared Investment Opportunity ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 22 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2025 and 14 closed out, a net change of +8 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2025 was Raymond James Financial, an estimated $11.8M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q1 2025 was ORG Partners, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2025.