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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.47B invested in Aptus Collared Investment Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3.64% more ownership

Funds ownership: 113.64%117.28% (+3.6%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding

Funds holding: 133133 (0)

2% less capital invested

Capital invested by funds: $2.52B → $2.47B (-$49.5M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
19
Increased
51
Reduced
48
Closed
14
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$3.7M -$555K -12,783 -13%
NCM
52
NCM Capital Management
New Jersey
$3.63M +$518K +11,952 +16%
SHFP
53
Second Half Financial Partners
Florida
$3.46M +$279K +6,432 +8%
AI
54
Atria Investments
North Carolina
$3.43M -$59.5K -1,371 -2%
MMM
55
Mendel Money Management
Illinois
$3.2M +$703K +16,212 +27%
Osaic Holdings
56
Osaic Holdings
Arizona
$3.18M +$531K +12,250 +19%
MML Investors Services
57
MML Investors Services
Massachusetts
$2.66M -$694 -16 -0%
CWP
58
Cyndeo Wealth Partners
Florida
$2.51M +$130K +2,994 +5%
DIM
59
Delta Investment Management
California
$2.38M -$4.84M -111,462 -66%
QCM
60
Quantinno Capital Management
New York
$2.22M +$410K +9,457 +22%
AQR Capital Management
61
AQR Capital Management
Connecticut
$2.18M -$525K -12,109 -19%
TC
62
TFR Capital
Texas
$2.17M
GWM
63
Geneos Wealth Management
Colorado
$2.16M +$2.23M +51,401 New
TPW
64
Talon Private Wealth
Florida
$2.01M +$2.08M +47,968 New
MW
65
MBL Wealth
North Carolina
$1.99M -$547K -12,609 -21%
LCWP
66
Legacy Capital Wealth Partners
Arkansas
$1.97M -$294K -6,779 -13%
VH
67
Visionary Horizons
Tennessee
$1.88M +$245K +5,659 +14%
DT
68
Diversified Trust
Tennessee
$1.74M
FFA
69
Farther Finance Advisors
California
$1.6M +$517K +11,920 +46%
LCM
70
Lunt Capital Management
Utah
$1.44M +$1.24M +28,638 +510%
RA
71
RFG Advisory
Alabama
$1.36M +$1.41M +32,401 New
CI
72
CPR Investments
Michigan
$1.34M +$290K +6,681 +26%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$1.29M -$189K -4,360 -12%
FP
74
Fiduciary Planning
Florida
$1.2M -$231K -5,332 -16%
WP
75
WealthShield Partners
North Carolina
$1.07M +$5.94K +137 +0.5%