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Aptus Collared Investment Opportunity ETF

114 hedge funds and large institutions have $2.21B invested in Aptus Collared Investment Opportunity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MBE Wealth Management
Wisconsin
$13.1M
UAG
27
United Advisor Group
Ohio
$12.7M
SOS
28
Silver Oak Securities
Tennessee
$11.9M
CCP
29
Cushing Capital Partners
Wisconsin
$11.8M
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$11.5M
DIM
31
Delta Investment Management
California
$10.1M
LRWM
32
Lord & Richards Wealth Management
Colorado
$9.81M
LFAS
33
Level Four Advisory Services
Texas
$8.74M
FGG
34
Financial Guidance Group
Florida
$8.05M
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.97M
RB
36
Renasant Bank
Mississippi
$7.63M
MWM
37
Maripau Wealth Management
Indiana
$7.55M
EC
38
EdgeRock Capital
Colorado
$7.23M
UBS Group
39
UBS Group
Switzerland
$6.92M
TPW
40
Talon Private Wealth
Florida
$6.91M
S
41
Sunpointe
Missouri
$5.77M
MW
42
MBL Wealth
North Carolina
$5.71M
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$5.01M
OPOWM
44
One Plus One Wealth Management
Florida
$4.8M
BCI
45
Brinker Capital Investments
Pennsylvania
$4.55M
SHFP
46
Second Half Financial Partners
Florida
$3.26M
GL
47
Gerber LLC
Ohio
$2.83M
OPWM
48
Oregon Pacific Wealth Management
Oregon
$2.63M
TVM
49
True Vision MN
Minnesota
$2.51M
AI
50
Atria Investments
North Carolina
$2.5M