Aptus Collared Investment Opportunity ETF
ACIO
ACIO
45 hedge funds and large institutions have $607M invested in Aptus Collared Investment Opportunity ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
9% less capital invested
Capital invested by funds: $664M → $607M (-$57.2M)
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Holders
45
Holding in Top 10
13
Calls
–
Puts
–
Top Buyers
| 1 | +$12.9M | |
| 2 | +$5.07M | |
| 3 | +$4.4M | |
| 4 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$2.66M |
| 5 |
WC
Waterloo Capital
Austin,
Texas
|
+$2.11M |
Top Sellers
| 1 | -$24.3M | |
| 2 | -$21.4M | |
| 3 | -$8.39M | |
| 4 |
FP
Fiduciary Planning
Englewood,
Florida
|
-$7.63M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$3.03M |