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Aptus Collared Investment Opportunity ETF

115 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, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.87B → $2.21B (+$339M)

5% more funds holding

Funds holding: 110115 (+5)

2.47% more ownership

Funds ownership: 110.47%112.94% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
16
Increased
56
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$2.5M +$164K +4,170 +7%
NCM
52
NCM Capital Management
New Jersey
$2.48M +$617K +15,701 +36%
HI
53
Harbour Investments
Wisconsin
$2.47M -$33K -839 -1%
LCWP
54
Legacy Capital Wealth Partners
Arkansas
$2.2M -$373K -9,492 -15%
MML Investors Services
55
MML Investors Services
Massachusetts
$2.09M -$1.34M -34,098 -40%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$2.06M -$2.75M -70,000 -58%
LSWP
57
Liberty Square Wealth Partners
Pennsylvania
$1.97M +$548K +13,939 +42%
PCIA
58
Prime Capital Investment Advisors
Kansas
$1.85M +$1.75M +44,567 New
TC
59
TFR Capital
Texas
$1.68M +$206K +5,241 +15%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$1.47M -$96.4K -2,453 -6%
CI
61
CPR Investments
Michigan
$1.44M -$157K -3,984 -10%
FP
62
Fiduciary Planning
Florida
$1.4M +$472 +12 +0%
Two Sigma Investments
63
Two Sigma Investments
New York
$1.37M +$1.3M +33,000 New
IAA
64
Independent Advisor Alliance
North Carolina
$1.15M +$1.09M +27,787 New
LA
65
Lifeworks Advisors
Michigan
$1.09M +$15.4K +391 +2%
WP
66
WealthShield Partners
North Carolina
$1.08M +$92.8K +2,360 +10%
Betterment LLC
67
Betterment LLC
New York
$891K +$641K +16,312 +313%
BF
68
BOK Financial
Oklahoma
$888K +$170K +4,326 +25%
KAS
69
Kestra Advisory Services
Texas
$888K +$125K +3,181 +17%
LT
70
Legacy Trust
Michigan
$844K
FFA
71
Farther Finance Advisors
California
$841K +$470K +11,947 +143%
ARC
72
Advisor Resource Council
Texas
$794K -$4.23M -107,485 -85%
PWM
73
Perigon Wealth Management
California
$761K +$95.9K +2,438 +15%
RC
74
Rovin Capital
Arizona
$745K +$12.5K +319 +2%
BIG
75
Brookwood Investment Group
Arizona
$691K -$32.2K -820 -5%

ACIO Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2025, worth a combined $2.21B — up 18% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACIO positions and 10 closed out — a net gain of 6 holders — while 56 added to existing stakes and 32 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $49.7M. The largest seller was Naviter Wealth, exiting entirely with an estimated $13.9M sold.

  • 115 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $2.21B of Aptus Collared Investment Opportunity ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $49.7M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2025 was Naviter Wealth, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.