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Aptus Collared Investment Opportunity ETF

120 hedge funds and large institutions have $2.25B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115120 (+5)

2% more capital invested

Capital invested by funds: $2.21B → $2.25B (+$38.4M)

1.27% less ownership

Funds ownership: 112.94%111.67% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.37%
New
14
Increased
56
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$2.72M -$122K -2,881 -4%
TVM
52
True Vision MN
Minnesota
$2.54M -$91.5K -2,165 -4%
LCWP
53
Legacy Capital Wealth Partners
Arkansas
$2.32M +$7.36K +174 +0.3%
TC
54
TFR Capital
Texas
$2.15M +$377K +8,908 +22%
MMM
55
Mendel Money Management
Illinois
$1.98M +$1.93M +45,550 New
AQR Capital Management
56
AQR Capital Management
Connecticut
$1.59M +$1.55M +36,621 New
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$1.58M -$565K -13,374 -27%
FP
58
Fiduciary Planning
Florida
$1.47M +$254 +6 +0%
RIA
59
Regal Investment Advisors
Michigan
$1.36M +$1.33M +31,350 New
LSWP
60
Liberty Square Wealth Partners
Pennsylvania
$1.29M -$752K -17,783 -37%
IAA
61
Independent Advisor Alliance
North Carolina
$1.2M -$3.13K -74 -0.3%
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$1.15M -$389K -9,195 -26%
WP
63
WealthShield Partners
North Carolina
$1.13M
CI
64
CPR Investments
Michigan
$1.12M -$387K -9,153 -26%
LA
65
Lifeworks Advisors
Michigan
$1.11M -$28.5K -675 -3%
Betterment LLC
66
Betterment LLC
New York
$1.07M +$136K +3,221 +15%
KAS
67
Kestra Advisory Services
Texas
$968K +$35.6K +843 +4%
FFA
68
Farther Finance Advisors
California
$856K -$25.2K -597 -3%
LT
69
Legacy Trust
Michigan
$853K -$31.6K -747 -4%
RC
70
Rovin Capital
Arizona
$771K -$10.4K -246 -1%
AWA
71
ARQ Wealth Advisors
Arizona
$741K +$70K +1,656 +11%
BIG
72
Brookwood Investment Group
Arizona
$735K +$10.6K +250 +1%
PWM
73
Perigon Wealth Management
California
$703K -$92.8K -2,194 -12%
HI
74
Harbour Investments
Wisconsin
$688K -$1.86M -43,893 -73%
VH
75
Visionary Horizons
Tennessee
$677K +$659K +15,577 New