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Aptus Collared Investment Opportunity ETF
ACIO

120 hedge funds and large institutions have $2.25B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115 → 120 (+5)

2% more capital invested

Capital invested by funds: $2.21B → $2.25B (+$38.4M)

1.27% less ownership

Funds ownership: 112.94% → 111.67% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 29 → 28 (-1)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.37%
New
14
Increased
56
Reduced
39
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Corient Private Wealth
Corient Private Wealth
Florida
+$136M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$27.9M
3
UWP
Uniting Wealth Partners
Kansas
+$13M
4
SAW
Signal Advisors Wealth
Michigan
+$12.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.6M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$140M
2
ACA
Aptus Capital Advisors
Alabama
-$9.95M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$5.2M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.01M
5
TA
TrueWealth Advisors
Alabama
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$13.4M +$933K +22,074 +8%
CCP
27
Cushing Capital Partners
Wisconsin
$12.7M +$352K +8,334 +3%
MWM
28
MBE Wealth Management
Wisconsin
$11.8M -$1.83M -43,366 -14%
LRWM
29
Lord & Richards Wealth Management
Colorado
$10.8M +$480K +11,348 +5%
FGG
30
Financial Guidance Group
Florida
$9.48M +$1.01M +23,941 +12%
EC
31
EdgeRock Capital
Colorado
$9.47M +$1.84M +43,414 +25%
LFAS
32
Level Four Advisory Services
Texas
$9.13M -$37.2K -880 -0.4%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$8.37M +$3.76K +89 +0%
DIM
34
Delta Investment Management
California
$8.14M -$2.35M -55,633 -23%
RB
35
Renasant Bank
Mississippi
$8.01M +$9.98K +236 +0.1%
MWM
36
Maripau Wealth Management
Indiana
$7.75M -$120K -2,838 -2%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$6.69M -$5.2M -122,879 -44%
S
38
Sunpointe
Missouri
$6.64M +$580K +13,728 +10%
UBS Group
39
UBS Group
Switzerland
$6.47M -$767K -18,150 -11%
Two Sigma Investments
40
Two Sigma Investments
New York
$6.19M +$4.63M +109,500 +332%
OPOWM
41
One Plus One Wealth Management
Florida
$5.25M +$215K +5,080 +4%
GL
42
Gerber LLC
Ohio
$4.93M +$1.91M +45,251 +66%
PCIA
43
Prime Capital Investment Advisors
Kansas
$4.84M +$2.83M +66,918 +150%
MW
44
MBL Wealth
North Carolina
$4.6M -$1.35M -31,927 -23%
BCI
45
Brinker Capital Investments
Pennsylvania
$4.53M -$238K -5,632 -5%
SHFP
46
Second Half Financial Partners
Florida
$3.27M -$150K -3,536 -4%
AI
47
Atria Investments
North Carolina
$3.14M +$500K +11,837 +20%
PPG
48
Peak Planning Group
Colorado
$3.07M +$2.52M +59,686 +543%
NCM
49
NCM Capital Management
New Jersey
$2.77M +$171K +4,043 +7%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.76M +$557K +13,185 +26%
1
2
3 4 5

ACIO Hedge Fund Activity: Q3 2025 in Review

120 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q3 2025, worth a combined $2.25B — up 1.7% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new ACIO positions and 6 closed out — a net gain of 8 holders — while 56 added to existing stakes and 39 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $136M. The largest seller was Raymond James Financial, cutting an estimated $140M.

  • 120 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q3 2025, up from 115 in Q2 2025.
  • Funds reported $2.25B of Aptus Collared Investment Opportunity ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
  • 14 funds opened new Aptus Collared Investment Opportunity ETF positions in Q3 2025 and 6 closed out, a net change of +8 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $136M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q3 2025 was Raymond James Financial, an estimated $140M sold.

Based on aggregated 13F filings for Q3 2025.