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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

52 hedge funds and large institutions have $702M invested in Aptus Collared Investment Opportunity ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
12
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$35.2M
2
OP
2
ORG Partners
Indiana
$16.7M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$15.9M
4
BF
4
Brogan Financial
Tennessee
$59.1M
5
LFAS
5
Level Four Advisory Services
Texas
$5.76M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$250M
2
FP
2
Fiduciary Planning
Florida
$1.18M
3
DAM
3
Derbend Asset Management
Georgia
$0
4
ASN
4
Advisory Services Network
Georgia
$10.5M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
51
Morgan Stanley
New York
$540 +$540 +16 New
Wells Fargo
52
Wells Fargo
California
$56 +$56 +2 New
DAM
53
Derbend Asset Management
Georgia
– -$3.92M -128,884 Closed
OMC
54
Old Mission Capital
Illinois
– -$1.77M -58,167 Closed
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
– -$1.19M -39,060 Closed
Wolverine Trading
56
Wolverine Trading
Illinois
– -$666K -21,896 Closed
Jane Street
57
Jane Street
New York
– -$516K -16,946 Closed
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