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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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
+5
Holders Change %
+4.59%
% of All Funds
1.53%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
16
Increased
56
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$276M
2
ACA
2
Aptus Capital Advisors
Alabama
$581M
3
ASN
3
Advisory Services Network
Georgia
$37.2M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$177M
5
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$11.5M

Top Sellers

1
NW
1
Naviter Wealth
Arkansas
$0
2
ARC
2
Advisor Resource Council
Texas
$794K
3
GSEP
3
Golden State Equity Partners
California
$0
4
IA
4
IFP Advisors
Florida
$19.6K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MBE Wealth Management
Wisconsin
$13.1M +$160K +3,853 +1%
UAG
27
United Advisor Group
Ohio
$12.7M +$726K +17,548 +6%
SOS
28
Silver Oak Securities
Tennessee
$11.9M +$896K +21,639 +8%
CCP
29
Cushing Capital Partners
Wisconsin
$11.8M +$588K +14,199 +5%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$11.5M +276,896 New
DIM
31
Delta Investment Management
California
$10.1M -$68.3K -1,650 -0.7%
LRWM
32
Lord & Richards Wealth Management
Colorado
$9.81M +$1.48M +35,804 +18%
LFAS
33
Level Four Advisory Services
Texas
$8.74M -$47.1K -1,137 -0.5%
FGG
34
Financial Guidance Group
Florida
$8.05M +$1.27M +30,775 +19%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$7.97M +$363K +8,772 +5%
RB
36
Renasant Bank
Mississippi
$7.63M +$201K +4,854 +3%
MWM
37
Maripau Wealth Management
Indiana
$7.55M -$411K -9,872 -5%
EC
38
EdgeRock Capital
Colorado
$7.23M -$1.15M -27,664 -14%
UBS Group
39
UBS Group
Switzerland
$6.92M -$797K -19,253 -10%
TPW
40
Talon Private Wealth
Florida
$6.91M +$140K +3,387 +2%
S
41
Sunpointe
Missouri
$5.77M +$363K +8,764 +7%
MW
42
MBL Wealth
North Carolina
$5.71M +$5.71M +137,937 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$5.02M +$5.02M +121,133 New
OPOWM
44
One Plus One Wealth Management
Florida
$4.8M +$33.1K +799 +0.7%
BCI
45
Brinker Capital Investments
Pennsylvania
$4.55M +$446K +10,761 +11%
SHFP
46
Second Half Financial Partners
Florida
$3.26M +$84.3K +2,036 +3%
GL
47
Gerber LLC
Ohio
$2.83M +$1.89M +45,626 +201%
OPWM
48
Oregon Pacific Wealth Management
Oregon
$2.63M -$53.7K -1,297 -2%
TVM
49
True Vision MN
Minnesota
$2.51M +$102K +2,459 +4%
AI
50
Atria Investments
North Carolina
$2.5M +$173K +4,170 +7%
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