We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

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.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

23% more funds holding

Funds holding: 52 → 64 (+12)

21% more capital invested

Capital invested by funds: $702M → $850M (+$148M)

0.84% more ownership

Funds ownership: 116.18% → 117.02% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.92%
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
Raymond James Financial Services Advisors
Florida
+$22.3M
2
ACA
Aptus Capital Advisors
Alabama
+$20.1M
3
SFG
Sunburst Financial Group
Alabama
+$10.1M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$9.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.96M

Top Sellers

1
OP
ORG Partners
Indiana
-$16.7M
2
MFG
Menard Financial Group
Texas
-$6.42M
3
FHC
First Heartland Consultants
Missouri
-$1.27M
4
KA
Kure Advisory
Minnesota
-$1.19M
5
D
Diversified
Delaware
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$257K +$246K +7,134 New
PWM
52
Perigon Wealth Management
California
$237K +$4.66K +135 +2%
VCM
53
Virtue Capital Management
Tennessee
$225K -$32.9K -952 -13%
FFA
54
Farther Finance Advisors
California
$223K +$133K +3,855 +165%
CASC
55
Coppell Advisory Solutions Corp
Texas
$220K +$211K +6,111 New
GRP
56
Global Retirement Partners
California
$216K -$61.8K -1,790 -23%
TCG
57
Transcendent Capital Group
Oklahoma
$169K +$162K +4,700 New
Morgan Stanley
58
Morgan Stanley
New York
$142K +$136K +3,927 +24,544%
RCM
59
Raleigh Capital Management
North Carolina
$131K +$125K +3,627 New
AWM
60
Avior Wealth Management
Nebraska
$124K +$119K +3,452 New
JP Morgan Chase
61
JP Morgan Chase
New York
$99.3K – – –
CA
62
CoreCap Advisors
Michigan
$22.5K +$21.5K +623 New
SAM
63
Smartleaf Asset Management
Massachusetts
$971 -$15.5K -448 -94%
Wells Fargo
64
Wells Fargo
California
$34 -$35 -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
1 2
3

ACIO Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2024, worth a combined $850M — up 21% from $702M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACIO positions and 6 closed out — a net gain of 14 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $22.3M. The largest seller was ORG Partners, exiting entirely with an estimated $16.7M sold.

  • 64 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $850M of Aptus Collared Investment Opportunity ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 20 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2024 and 6 closed out, a net change of +14 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $22.3M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q1 2024 was ORG Partners, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.