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Aptus Collared Investment Opportunity ETF
ACIO

74 hedge funds and large institutions have $1.17B invested in Aptus Collared Investment Opportunity ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

38% more capital invested

Capital invested by funds: $850M → $1.17B (+$320M)

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more funds holding

Funds holding: 64 → 74 (+10)

3.6% less ownership

Funds ownership: 117.02% → 113.41% (-3.6%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
1.07%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
16
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$56.9M
3
CG
Clarus Group
Texas
+$30.8M
4
OP
ORG Partners
Indiana
+$22.7M
5
ACA
Aptus Capital Advisors
Alabama
+$20.5M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$9.66M
2
Jane Street
Jane Street
New York
-$1.37M
3
PAG
Private Advisor Group
New Jersey
-$1.28M
4
ARC
Advisor Resource Council
Texas
-$1.21M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$836K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
51
Farther Finance Advisors
California
$400K +$159K +4,391 +71%
GWM
52
Gibbs Wealth Management
Georgia
$348K +$335K +9,254 New
VCM
53
Virtue Capital Management
Tennessee
$348K +$98.5K +2,721 +43%
GS
54
GTS Securities
New York
$346K – – –
APW
55
Axim Planning & Wealth
Ohio
$341K -$219K -6,045 -40%
PWM
56
Perigon Wealth Management
California
$282K +$33.5K +925 +14%
SAW
57
Signal Advisors Wealth
Michigan
$266K -$553K -15,265 -68%
Mariner
58
Mariner
Kansas
$257K +$248K +6,843 New
GRP
59
Global Retirement Partners
California
$179K -$45K -1,242 -21%
TCG
60
Transcendent Capital Group
Oklahoma
$177K – – –
CAS
61
Coppell Advisory Solutions
Texas
$160K +$154K +4,256 New
Morgan Stanley
62
Morgan Stanley
New York
$148K – – –
AWM
63
Avior Wealth Management
Nebraska
$118K -$11.8K -327 -9%
JP Morgan Chase
64
JP Morgan Chase
New York
$104K – – –
NCM
65
Northwest Capital Management
Oregon
$75.2K +$72.4K +1,999 New
Wells Fargo
66
Wells Fargo
California
$48.2K +$46.3K +1,279 +127,900%
FHC
67
First Heartland Consultants
Missouri
$30.4K +$691K +19,069 +2%
TWP
68
Triad Wealth Partners
Kansas
$16K +$15.4K +425 New
Bank of America
69
Bank of America
North Carolina
$13.2K +$12.7K +350 New
CA
70
CoreCap Advisors
Michigan
$9.11K -$13.8K -381 -61%
BCMLT
71
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.37K +$4.2K +116 New
RCM
72
Raleigh Capital Management
North Carolina
$3.76K -$128K -3,527 -97%
SAM
73
Smartleaf Asset Management
Massachusetts
$1.02K – – –
SFC
74
Strategic Financial Concepts
Texas
$400 +$546K +15,080 New
Jane Street
75
Jane Street
New York
– -$1.37M -37,947 Closed
1 2
3
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ACIO Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2024, worth a combined $1.17B — up 38% from $850M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACIO positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $91.5M. The largest seller was Advisory Services Network, cutting an estimated $9.66M.

  • 74 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $1.17B of Aptus Collared Investment Opportunity ETF stock for Q2 2024, up 38% quarter-over-quarter.
  • 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2024 and 5 closed out, a net change of +11 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $91.5M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2024 was Advisory Services Network, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2024.