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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

103 hedge funds and large institutions have $1.89B invested in Aptus Collared Investment Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+20
Holders Change %
+24.1%
% of All Funds
1.37%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.36%
New
26
Increased
47
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$517M
2
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$157M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$213M
4
KWM
4
KFG Wealth Management
Indiana
$50.9M
5
CG
5
Clarus Group
Texas
$48M

Top Sellers

1
DIM
1
Delta Investment Management
California
$17.7M
2
TA
2
TrueWealth Advisors
Alabama
$14.8M
3
ARC
3
Advisor Resource Council
Texas
$0
4
FHC
4
First Heartland Consultants
Missouri
$33.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$2.21M -$68K -1,691 -3%
Jane Street
52
Jane Street
New York
$2.02M +$2.02M +50,196 New
RPGK
53
Retirement Planning Group (Kansas)
Kansas
$1.46M +$1.46M +36,381 New
NCM
54
NCM Capital Management
New Jersey
$1.4M +$881K +21,900 +171%
FP
55
Fiduciary Planning
Florida
$1.36M -$10.9K -270 -0.8%
FEM
56
Fulcrum Equity Management
Texas
$1.11M -$67.2K -1,671 -6%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$994K +$764K +18,990 +332%
LSWP
58
Liberty Square Wealth Partners
Pennsylvania
$885K +$885K +21,468 New
Osaic Holdings
59
Osaic Holdings
Arizona
$859K +$252K +6,267 +42%
AFG
60
Atomi Financial Group
New York
$702K -$955K -23,725 -58%
LT
61
Legacy Trust
Michigan
$668K – – –
RC
62
Rovin Capital
Arizona
$653K -$15.8K -393 -2%
BAM
63
Belpointe Asset Management
Nevada
$626K +$30.7K +782 +5%
FFA
64
Farther Finance Advisors
California
$623K -$25.9K -644 -4%
PWM
65
Perigon Wealth Management
California
$612K +$296K +7,315 +93%
MPW
66
Magnolia Private Wealth
Pennsylvania
$611K +$611K +15,196 New
KAS
67
Kestra Advisory Services
Texas
$598K +$598K +14,855 New
TWC
68
TD Waterhouse Canada
Ontario, Canada
$587K +$587K +14,582 New
TPW
69
Talon Private Wealth
Florida
$583K +$583K +14,478 New
MWM
70
Mascagni Wealth Management
Mississippi
$577K +$577K +14,921 New
LCWP
71
Legacy Capital Wealth Partners
Arkansas
$467K +$188K +4,666 +67%
EH
72
Equitable Holdings
New York
$461K +$138K +3,432 +43%
TC
73
TownSquare Capital
Utah
$433K -$15.3K -379 -3%
GS
74
GTS Securities
New York
$370K – – –
PA
75
Parallel Advisors
California
$360K +$53.8K +1,338 +18%
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3
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