ACIO icon

Aptus Collared Investment Opportunity ETF

132 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, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$441K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$3.7M
NCM
52
NCM Capital Management
New Jersey
$3.63M
SHFP
53
Second Half Financial Partners
Florida
$3.46M
AI
54
Atria Investments
North Carolina
$3.43M
MMM
55
Mendel Money Management
Illinois
$3.2M
Osaic Holdings
56
Osaic Holdings
Arizona
$3.18M
MML Investors Services
57
MML Investors Services
Massachusetts
$2.66M
CWP
58
Cyndeo Wealth Partners
Florida
$2.51M
DIM
59
Delta Investment Management
California
$2.38M
QCM
60
Quantinno Capital Management
New York
$2.22M
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.18M
TC
62
TFR Capital
Texas
$2.17M
GWM
63
Geneos Wealth Management
Colorado
$2.16M
TPW
64
Talon Private Wealth
Florida
$2.01M
MW
65
MBL Wealth
North Carolina
$1.99M
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.97M
VH
67
Visionary Horizons
Tennessee
$1.88M
DT
68
Diversified Trust
Tennessee
$1.74M
FFA
69
Farther Finance Advisors
California
$1.6M
LCM
70
Lunt Capital Management
Utah
$1.44M
RA
71
RFG Advisory
Alabama
$1.36M
CI
72
CPR Investments
Michigan
$1.34M
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.29M
FP
74
Fiduciary Planning
Florida
$1.2M
WP
75
WealthShield Partners
North Carolina
$1.07M