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Aptus Collared Investment Opportunity ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
NCM
51
NCM Capital Management
New Jersey
$2.48M 59,761 +15,701 +36%
HI
52
Harbour Investments
Wisconsin
$2.47M 59,729 -839 -1%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$2.2M 53,243 -9,492 -15%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.09M 50,390 -34,098 -40%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$2.06M 49,813 -70,000 -58%
LSWP
56
Liberty Square Wealth Partners
Pennsylvania
$1.97M 47,504 +13,939 +42%
PCIA
57
Prime Capital Investment Advisors
Kansas
$1.85M 44,567 +44,567 New
TC
58
TFR Capital
Texas
$1.68M 40,620 +5,241 +15%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.66M 40,018 +32,516 +433%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$1.47M 35,561 -2,453 -6%
CI
61
CPR Investments
Michigan
$1.44M 34,859 -3,984 -10%
FP
62
Fiduciary Planning
Florida
$1.4M 33,884 +12 +0%
Two Sigma Investments
63
Two Sigma Investments
New York
$1.37M 33,000 +33,000 New
IAA
64
Independent Advisor Alliance
North Carolina
$1.15M 27,787 +27,787 New
LA
65
Lifeworks Advisors
Michigan
$1.09M 26,311 +391 +2%
WP
66
WealthShield Partners
North Carolina
$1.08M 26,065 +2,360 +10%
Betterment LLC
67
Betterment LLC
New York
$891K 21,525 +16,312 +313%
BF
68
BOK Financial
Oklahoma
$888K 21,456 +4,326 +25%
KAS
69
Kestra Advisory Services
Texas
$888K 21,442 +3,181 +17%
LT
70
Legacy Trust
Michigan
$844K 20,379
FFA
71
Farther Finance Advisors
California
$841K 20,308 +11,947 +143%
ARC
72
Advisor Resource Council
Texas
$794K 19,180 -107,485 -85%
PWM
73
Perigon Wealth Management
California
$761K 18,387 +2,438 +15%
RC
74
Rovin Capital
Arizona
$745K 17,988 +319 +2%
BIG
75
Brookwood Investment Group
Arizona
$691K 16,680 -820 -5%