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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

109 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, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% 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
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$181M
2
Wells Fargo
2
Wells Fargo
California
$18.7M
3
DE
3
Diversified Enterprises
Delaware
$18.3M
4
SAW
4
Signal Advisors Wealth
Michigan
$20.7M
5
ASN
5
Advisory Services Network
Georgia
$21.1M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DIM
3
Delta Investment Management
California
$9.47M
4
MCM
4
MAI Capital Management
Ohio
$26.4M
5
MOS
5
MGO One Seven
Ohio
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
26
United Advisor Group
Ohio
$11.2M +$703K +18,174 +7%
CCP
27
Cushing Capital Partners
Wisconsin
$10.4M +$2.24M +58,009 +27%
SOS
28
Silver Oak Securities
Tennessee
$10.2M +$1.19M +30,851 +13%
DIM
29
Delta Investment Management
California
$9.47M -$7.52M -194,385 -44%
LFAS
30
Level Four Advisory Services
Texas
$8.22M +$188K +4,869 +2%
EC
31
EdgeRock Capital
Colorado
$7.83M +$5.41M +139,816 +224%
LRWM
32
Lord & Richards Wealth Management
Colorado
$7.78M +$4.79M +123,922 +161%
MWM
33
Maripau Wealth Management
Indiana
$7.4M +$1.63M +42,218 +28%
UBS Group
34
UBS Group
Switzerland
$7.21M -$729K -18,835 -9%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.11M +$223K +5,776 +3%
RB
36
Renasant Bank
Mississippi
$6.94M +$915K +23,652 +15%
TPW
37
Talon Private Wealth
Florida
$6.54M +$5.96M +149,033 +1,029%
UWP
38
Uniting Wealth Partners
Kansas
$6.49M +$6.49M +167,871 New
FGG
39
Financial Guidance Group
Florida
$6.33M +$810K +20,932 +15%
S
40
Sunpointe
Missouri
$5.05M +$267K +6,904 +6%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$4.64M +$4.64M +119,813 New
OPOWM
42
One Plus One Wealth Management
Florida
$4.45M -$41.6K -1,075 -0.9%
ARC
43
Advisor Resource Council
Texas
$4.16M +$4.16M +126,665 New
OPS
44
Orion Portfolio Solutions
Nebraska
$3.83M -$866K -22,391 -18%
BCI
45
Brinker Capital Investments
Pennsylvania
$3.83M -$866K -22,391 -18%
GSEP
46
Golden State Equity Partners
California
$3.57M +$184K +4,761 +5%
MML Investors Services
47
MML Investors Services
Massachusetts
$3.27M +$593K +15,329 +22%
IA
48
IFP Advisors
Florida
$3.06M +$115K +2,984 +4%
SHFP
49
Second Half Financial Partners
Florida
$2.97M -$14.3K -369 -0.5%
OPWM
50
Oregon Pacific Wealth Management
Oregon
$2.51M +$2.51M +64,924 New
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