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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

64 hedge funds and large institutions have $850M invested in Aptus Collared Investment Opportunity ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.93%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
20
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$40.6M
2
ACA
2
Aptus Capital Advisors
Alabama
$293M
3
SFG
3
Sunburst Financial Group
Alabama
$10.5M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$48.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.3M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
MFG
2
Menard Financial Group
Texas
$0
3
FHC
3
First Heartland Consultants
Missouri
$28.4M
4
KA
4
Kure Advisory
Minnesota
$0
5
D
5
Diversified
Delaware
$912K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
51
Atria Wealth Solutions
New York
$257K +$257K +7,134 New
PWM
52
Perigon Wealth Management
California
$237K +$4.86K +135 +2%
VCM
53
Virtue Capital Management
Tennessee
$225K -$33.9K -952 -13%
FFA
54
Farther Finance Advisors
California
$223K +$139K +3,855 +165%
CASC
55
Coppell Advisory Solutions Corp
Texas
$220K +$220K +6,111 New
GRP
56
Global Retirement Partners
California
$216K -$64.5K -1,790 -23%
TCG
57
Transcendent Capital Group
Oklahoma
$169K +$169K +4,700 New
Morgan Stanley
58
Morgan Stanley
New York
$142K +$141K +3,927 +24,544%
RCM
59
Raleigh Capital Management
North Carolina
$131K +$131K +3,627 New
AWM
60
Avior Wealth Management
Nebraska
$124K +$124K +3,452 New
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$99.3K – – –
CA
62
CoreCap Advisors
Michigan
$22.5K +$22.5K +623 New
SAM
63
Smartleaf Asset Management
Massachusetts
$971 -$16.1K -448 -94%
Wells Fargo
64
Wells Fargo
California
$34 -$34 -1 -50%
OP
65
ORG Partners
Indiana
– -$16.7M -503,995 Closed
MFG
66
Menard Financial Group
Texas
– -$6.42M -193,527 Closed
KA
67
Kure Advisory
Minnesota
– -$1.19M -35,975 Closed
Citadel Advisors
68
Citadel Advisors
Florida
– -$220K -6,628 Closed
FMP
69
Financial Management Professionals
Texas
– -$9K -259 Closed
Bank of America
70
Bank of America
North Carolina
– -$1.13K -34 Closed
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