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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
9
Increased
17
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$265M
3
BCM
3
Bienville Capital Management
New York
$11M
4
TA
4
TrueWealth Advisors
Alabama
$11.2M
5
WC
5
Waterloo Capital
Texas
$16.8M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$15.1M
2
SWM
2
Sugarloaf Wealth Management
Georgia
$30.5M
3
DAM
3
Derbend Asset Management
Georgia
$3.92M
4
FP
4
Fiduciary Planning
Florida
$25.3M
5
SOS
5
Silver Oak Securities
Tennessee
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Perigon Wealth Management
California
– -$200K -6,434 Closed
AWM
52
Avior Wealth Management
Nebraska
– -$11.6K -374 Closed
Morgan Stanley
53
Morgan Stanley
New York
– -$3.08K -99 Closed
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