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Aptus Collared Investment Opportunity ETF

117 hedge funds and large institutions have $2.24B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
76
Gladstone Institutional Advisory
Florida
$578K
MWM
77
Mascagni Wealth Management
Mississippi
$576K
VCM
78
Virtue Capital Management
Tennessee
$531K
BAM
79
Belpointe Asset Management
Nevada
$469K
KCM
80
Kathmere Capital Management
Pennsylvania
$454K
GS
81
GTS Securities
New York
$400K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$361K
AWM
83
Axxcess Wealth Management
California
$324K
MOS
84
MGO One Seven
Ohio
$322K
FIA
85
Foundations Investment Advisors
Arizona
$315K
MC
86
Moors & Cabot
Massachusetts
$300K
SEIA
87
Signature Estate & Investment Advisors
California
$298K
KPWS
88
Kestra Private Wealth Services
Texas
$297K
PA
89
Parallel Advisors
California
$279K
CGH
90
Crossmark Global Holdings
Texas
$266K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$241K
GWM
92
Gibbs Wealth Management
Georgia
$233K
APW
93
Axim Planning & Wealth
Ohio
$228K
AFG
94
Atomi Financial Group
New York
$227K
AWM
95
Able Wealth Management
New Jersey
$215K
GRP
96
Global Retirement Partners
California
$206K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$206K
TCG
98
Transcendent Capital Group
Oklahoma
$204K
BF
99
BOK Financial
Oklahoma
$188K
CWM
100
Consultiva Wealth Management
Puerto Rico
$173K