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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.52B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

12% more capital invested

Capital invested by funds: $2.25B → $2.52B (+$278M)

11% more funds holding

Funds holding: 120133 (+13)

1.96% more ownership

Funds ownership: 111.67%113.64% (+2%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.62%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.39%
New
22
Increased
66
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
51
Wilian Securities
Minnesota
$3.57M +$3.57M +81,616 New
SHFP
52
Second Half Financial Partners
Florida
$3.32M +$31.8K +726 +1%
NCM
53
NCM Capital Management
New Jersey
$3.26M +$473K +10,801 +17%
AQR Capital Management
54
AQR Capital Management
Connecticut
$2.8M +$1.2M +27,516 +75%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.77M +$33.4K +764 +1%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.77M -$11.8K -269 -0.4%
MW
57
MBL Wealth
North Carolina
$2.63M -$2.01M -45,879 -43%
MMM
58
Mendel Money Management
Illinois
$2.62M +$629K +14,382 +32%
CWP
59
Cyndeo Wealth Partners
Florida
$2.48M +$2.48M +56,713 New
TVM
60
True Vision MN
Minnesota
$2.44M -$113K -2,582 -4%
LCWP
61
Legacy Capital Wealth Partners
Arkansas
$2.35M +$11.9K +271 +0.5%
MWM
62
Meridian Wealth Management
Kentucky
$2.34M +$2.35M +53,641 New
TC
63
TFR Capital
Texas
$2.26M +$92K +2,102 +4%
QCM
64
Quantinno Capital Management
New York
$1.9M +$1.9M +43,414 New
DT
65
Diversified Trust
Tennessee
$1.81M +$1.81M +41,408 New
VH
66
Visionary Horizons
Tennessee
$1.71M +$1.03M +23,627 +152%
PB
67
Prosperity Bancshares
Texas
$1.62M +$1.63M +37,159 New
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.54M -$53.8K -1,230 -3%
FP
69
Fiduciary Planning
Florida
$1.48M +$306 +7 +0%
LA
70
Lifeworks Advisors
Michigan
$1.3M +$183K +4,181 +16%
TC
71
Town Capital
Maryland
$1.28M +$1.28M +29,239 New
Betterment LLC
72
Betterment LLC
New York
$1.25M +$170K +3,893 +16%
FFA
73
Farther Finance Advisors
California
$1.14M +$278K +6,362 +32%
WP
74
WealthShield Partners
North Carolina
$1.11M -$29.7K -678 -3%
CI
75
CPR Investments
Michigan
$1.11M -$16K -366 -1%