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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

109 hedge funds and large institutions have $1.87B invested in Aptus Collared Investment Opportunity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.48%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
22
Increased
57
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$181M
2
Wells Fargo
2
Wells Fargo
California
$18.7M
3
DE
3
Diversified Enterprises
Delaware
$18.3M
4
SAW
4
Signal Advisors Wealth
Michigan
$20.7M
5
ASN
5
Advisory Services Network
Georgia
$21.1M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DIM
3
Delta Investment Management
California
$9.47M
4
MCM
4
MAI Capital Management
Ohio
$26.4M
5
MOS
5
MGO One Seven
Ohio
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCWP
51
Legacy Capital Wealth Partners
Arkansas
$2.43M +$1.98M +51,127 +440%
HI
52
Harbour Investments
Wisconsin
$2.34M +$2.33M +60,329 +25,242%
TVM
53
True Vision MN
Minnesota
$2.25M -$1.43K -37 -0.1%
AI
54
Atria Investments
North Carolina
$2.18M +$52.6K +1,359 +2%
NCM
55
NCM Capital Management
New Jersey
$1.7M +$362K +9,350 +27%
CI
56
CPR Investments
Michigan
$1.5M +$1.5M +38,843 New
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$1.47M +$63.2K +1,633 +4%
TC
58
TFR Capital
Texas
$1.37M +$1.37M +35,379 New
FP
59
Fiduciary Planning
Florida
$1.31M +$503 +13 +0%
LSWP
60
Liberty Square Wealth Partners
Pennsylvania
$1.3M +$468K +12,097 +56%
LA
61
Lifeworks Advisors
Michigan
$1M +$1M +25,920 New
WP
62
WealthShield Partners
North Carolina
$917K +$917K +23,705 New
Jane Street
63
Jane Street
New York
$896K -$1.05M -27,032 -54%
GL
64
Gerber LLC
Ohio
$877K +$877K +22,675 New
LT
65
Legacy Trust
Michigan
$788K +$146K +3,779 +23%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$714K +$575K +14,864 +414%
KAS
67
Kestra Advisory Services
Texas
$707K +$132K +3,406 +23%
RC
68
Rovin Capital
Arizona
$684K +$55.7K +1,439 +9%
BIG
69
Brookwood Investment Group
Arizona
$677K +$677K +17,500 New
BF
70
BOK Financial
Oklahoma
$663K +$663K +17,130 New
PWM
71
Perigon Wealth Management
California
$617K +$30.6K +791 +5%
AWA
72
ARQ Wealth Advisors
Arizona
$596K +$596K +15,413 New
MWM
73
Mascagni Wealth Management
Mississippi
$577K – – –
AP
74
Advisors Preferred
Maryland
$552K +$552K +14,232 New
EH
75
Equitable Holdings
New York
$543K +$99.3K +2,567 +22%
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3
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