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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

73 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 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
15
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$137M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$110M
3
CG
3
Clarus Group
Texas
$32.3M
4
OP
4
ORG Partners
Indiana
$23.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$327M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$3.93M
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
ARC
4
Advisor Resource Council
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$451K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
51
Farther Finance Advisors
California
$400K +$166K +4,391 +71%
VCM
52
Virtue Capital Management
Tennessee
$348K +$104K +2,721 +43%
GS
53
GTS Securities
New York
$346K – – –
APW
54
Axim Planning & Wealth
Ohio
$341K -$227K -6,045 -40%
PWM
55
Perigon Wealth Management
California
$282K +$34.8K +925 +14%
SAW
56
Signal Advisors Wealth
Michigan
$266K -$574K -15,265 -68%
Mariner
57
Mariner
Kansas
$257K +$257K +6,843 New
GRP
58
Global Retirement Partners
California
$179K -$46.7K -1,242 -21%
TCG
59
Transcendent Capital Group
Oklahoma
$177K – – –
CAS
60
Coppell Advisory Solutions
Texas
$160K +$160K +4,256 New
Morgan Stanley
61
Morgan Stanley
New York
$148K – – –
AWM
62
Avior Wealth Management
Nebraska
$118K -$12.3K -327 -9%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$104K – – –
NCM
64
Northwest Capital Management
Oregon
$75.2K +$75.2K +1,999 New
Wells Fargo
65
Wells Fargo
California
$48.2K +$48.1K +1,279 +127,900%
FHC
66
First Heartland Consultants
Missouri
$30.4K +$718 +19,069 +2%
TWP
67
Triad Wealth Partners
Kansas
$16K +$16K +425 New
Bank of America
68
Bank of America
North Carolina
$13.2K +$13.2K +350 New
CA
69
CoreCap Advisors
Michigan
$9.11K -$14.3K -381 -61%
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.37K +$4.37K +116 New
RCM
71
Raleigh Capital Management
North Carolina
$3.76K -$133K -3,527 -97%
SAM
72
Smartleaf Asset Management
Massachusetts
$1.02K – – –
SFC
73
Strategic Financial Concepts
Texas
$400 +$400 +15,080 New
Jane Street
74
Jane Street
New York
– -$1.37M -37,947 Closed
ARC
75
Advisor Resource Council
Texas
– -$1.21M -36,466 Closed
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