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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.52B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

12% more capital invested

Capital invested by funds: $2.25B → $2.52B (+$278M)

11% more funds holding

Funds holding: 120133 (+13)

1.96% more ownership

Funds ownership: 111.67%113.64% (+2%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.62%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.39%
New
22
Increased
66
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRS
26
Strong Retirement Solutions
Washington
$14M +$14M +320,939 New
CCP
27
Cushing Capital Partners
Wisconsin
$13.9M +$1.16M +26,450 +9%
GL
28
Gerber LLC
Ohio
$13.1M +$8.13M +185,886 +164%
MWM
29
MBE Wealth Management
Wisconsin
$12.4M +$482K +11,022 +4%
FGG
30
Financial Guidance Group
Florida
$11.8M +$2.24M +51,098 +23%
LRWM
31
Lord & Richards Wealth Management
Colorado
$11.2M +$385K +8,803 +4%
TA
32
TrueWealth Advisors
Alabama
$9.8M -$5.34M -122,147 -35%
EC
33
EdgeRock Capital
Colorado
$9.77M +$237K +5,407 +2%
SAI
34
Savvy Advisors Inc
New York
$9.49M +$9.5M +217,209 New
LFAS
35
Level Four Advisory Services
Texas
$8.66M -$531K -12,138 -6%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$8.51M +$91K +2,080 +1%
MWM
37
Maripau Wealth Management
Indiana
$8.43M +$625K +14,288 +8%
PCIA
38
Prime Capital Investment Advisors
Kansas
$7.37M +$2.5M +57,160 +51%
DIM
39
Delta Investment Management
California
$7.35M -$839K -19,181 -10%
S
40
Sunpointe
Missouri
$7.34M +$656K +15,002 +10%
RB
41
Renasant Bank
Mississippi
$7.04M -$1.03M -23,478 -13%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$6.62M -$110K -2,516 -2%
UBS Group
43
UBS Group
Switzerland
$6.57M +$58.6K +1,340 +0.9%
OPOWM
44
One Plus One Wealth Management
Florida
$5.33M +$49.8K +1,138 +0.9%
CBT
45
CoreFirst Bank & Trust
Kansas
$5.29M +$5.3M +121,065 New
RIA
46
Regal Investment Advisors
Michigan
$4.99M +$3.62M +82,729 +264%
PPG
47
Peak Planning Group
Colorado
$4.57M +$1.48M +33,786 +48%
BCI
48
Brinker Capital Investments
Pennsylvania
$4.41M -$143K -3,261 -3%
IAA
49
Independent Advisor Alliance
North Carolina
$3.97M +$2.76M +63,054 +228%
AI
50
Atria Investments
North Carolina
$3.64M +$477K +10,912 +15%