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Aptus Collared Investment Opportunity ETF

114 hedge funds and large institutions have $2.21B invested in Aptus Collared Investment Opportunity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.53%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
16
Increased
56
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
51
NCM Capital Management
New Jersey
$2.48M +$652K +15,701 +36%
HI
52
Harbour Investments
Wisconsin
$2.47M -$34.7K -839 -1%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$2.2M -$393K -9,492 -15%
MML Investors Services
54
MML Investors Services
Massachusetts
$2.09M -$1.41M -34,098 -40%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$2.06M -$2.9M -70,000 -58%
LSWP
56
Liberty Square Wealth Partners
Pennsylvania
$1.97M +$577K +13,939 +42%
PCIA
57
Prime Capital Investment Advisors
Kansas
$1.85M +$1.85M +44,567 New
TC
58
TFR Capital
Texas
$1.68M +$217K +5,241 +15%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.66M +$1.35M +32,516 +433%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$1.47M -$102K -2,453 -6%
CI
61
CPR Investments
Michigan
$1.44M -$165K -3,984 -10%
FP
62
Fiduciary Planning
Florida
$1.4M +$497 +12 +0%
Two Sigma Investments
63
Two Sigma Investments
New York
$1.37M +$1.37M +33,000 New
IAA
64
Independent Advisor Alliance
North Carolina
$1.15M +$1.15M +27,787 New
LA
65
Lifeworks Advisors
Michigan
$1.09M +$16.2K +391 +2%
WP
66
WealthShield Partners
North Carolina
$1.08M +$97.7K +2,360 +10%
Betterment LLC
67
Betterment LLC
New York
$891K +$675K +16,312 +313%
BF
68
BOK Financial
Oklahoma
$888K +$179K +4,326 +25%
KAS
69
Kestra Advisory Services
Texas
$888K +$132K +3,181 +17%
LT
70
Legacy Trust
Michigan
$844K
FFA
71
Farther Finance Advisors
California
$841K +$495K +11,947 +143%
ARC
72
Advisor Resource Council
Texas
$794K -$4.45M -107,485 -85%
PWM
73
Perigon Wealth Management
California
$761K +$101K +2,438 +15%
RC
74
Rovin Capital
Arizona
$745K +$13.2K +319 +2%
BIG
75
Brookwood Investment Group
Arizona
$691K -$33.9K -820 -5%