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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.47B invested in Aptus Collared Investment Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3.64% more ownership

Funds ownership: 113.64%117.28% (+3.6%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding

Funds holding: 133133 (0)

2% less capital invested

Capital invested by funds: $2.52B → $2.47B (-$49.5M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
19
Increased
51
Reduced
48
Closed
14
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
26
Purewater Capital
Texas
$13.6M +$14M +323,690 New
GL
27
Gerber LLC
Ohio
$13.3M +$782K +18,015 +6%
CCP
28
Cushing Capital Partners
Wisconsin
$12.7M -$731K -16,841 -5%
SOS
29
Silver Oak Securities
Tennessee
$12.3M -$1.2M -27,608 -9%
FGG
30
Financial Guidance Group
Florida
$12M +$671K +15,478 +6%
MWM
31
MBE Wealth Management
Wisconsin
$11.9M +$20K +462 +0.2%
SRS
32
Strong Retirement Solutions
Washington
$11.7M -$1.85M -42,681 -13%
LRWM
33
Lord & Richards Wealth Management
Colorado
$10.9M +$108K +2,497 +1%
EC
34
EdgeRock Capital
Colorado
$9.7M +$322K +7,416 +3%
IAA
35
Independent Advisor Alliance
North Carolina
$8.78M +$5.14M +118,423 +130%
MWM
36
Maripau Wealth Management
Indiana
$8.65M +$581K +13,404 +7%
PCIA
37
Prime Capital Investment Advisors
Kansas
$8.6M +$1.58M +36,409 +22%
LFAS
38
Level Four Advisory Services
Texas
$8.3M -$14.8K -341 -0.2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$7.95M -$226K -5,218 -3%
S
40
Sunpointe
Missouri
$7.32M +$284K +6,558 +4%
CBT
41
CoreFirst Bank & Trust
Kansas
$6.62M +$1.6M +36,792 +30%
WAP
42
Wealthcare Advisory Partners
Pennsylvania
$5.98M -$387K -8,917 -6%
RB
43
Renasant Bank
Mississippi
$5.65M -$1.14M -26,370 -16%
TA
44
TrueWealth Advisors
Alabama
$5.39M -$4.16M -95,807 -43%
OPOWM
45
One Plus One Wealth Management
Florida
$5.37M +$253K +5,822 +5%
RIA
46
Regal Investment Advisors
Michigan
$4.93M +$148K +3,407 +3%
UBS Group
47
UBS Group
Switzerland
$4.74M -$1.62M -37,343 -25%
SAI
48
Savvy Advisors Inc
New York
$4.52M -$4.75M -109,440 -50%
MWM
49
Meridian Wealth Management
Kentucky
$3.9M +$1.7M +39,216 +73%
WS
50
Wilian Securities
Minnesota
$3.84M +$426K +9,812 +12%