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Aptus Collared Investment Opportunity ETF

83 hedge funds and large institutions have $1.54B invested in Aptus Collared Investment Opportunity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.2%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.36%
New
16
Increased
50
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$1.06M -$132K -3,314 -11%
D
52
Diversified
Delaware
$867K +$397 +10 +0%
DE
53
Diversified Enterprises
Delaware
$867K +$867K +21,812 New
RC
54
Rovin Capital
Arizona
$660K -$18.1K -456 -3%
LT
55
Legacy Trust
Michigan
$660K +$660K +16,600 New
FFA
56
Farther Finance Advisors
California
$641K +$220K +5,547 +52%
BAM
57
Belpointe Asset Management
Nevada
$603K -$39.9K -1,004 -6%
Osaic Holdings
58
Osaic Holdings
Arizona
$599K -$163K -4,091 -21%
NCM
59
NCM Capital Management
New Jersey
$509K +$509K +12,810 New
TC
60
TownSquare Capital
Utah
$443K -$60.2K -1,514 -12%
MFC
61
Morris Financial Concepts
South Carolina
$367K +$367K +9,247 New
GS
62
GTS Securities
New York
$366K
APW
63
Axim Planning & Wealth
Ohio
$360K
VCM
64
Virtue Capital Management
Tennessee
$360K -$159 -4 -0%
EH
65
Equitable Holdings
New York
$319K +$319K +8,024 New
PWM
66
Perigon Wealth Management
California
$312K +$13.9K +349 +5%
PA
67
Parallel Advisors
California
$302K +$302K +7,602 New
LCWP
68
Legacy Capital Wealth Partners
Arkansas
$276K +$276K +6,942 New
Mariner
69
Mariner
Kansas
$274K +$1.99K +50 +0.7%
LCGC
70
Legacy Capital Group California
California
$243K +$243K +6,122 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$227K -$249K -6,264 -52%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$206K +$96.1K +2,418 +88%
GRP
73
Global Retirement Partners
California
$193K +$3.97K +100 +2%
TCG
74
Transcendent Capital Group
Oklahoma
$187K
CAS
75
Coppell Advisory Solutions
Texas
$133K -$35.2K -888 -21%