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Aptus Collared Investment Opportunity ETF

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: 115120 (+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: 2928 (-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
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%