ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

114 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, 31 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.53%
Holding in Top 10
29
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
16
Increased
56
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$276M
2
ACA
2
Aptus Capital Advisors
Alabama
$581M
3
WAT
3
Wealth Advisory Team
Kentucky
$14.7M
4
ASN
4
Advisory Services Network
Georgia
$37.2M
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$177M

Top Sellers

1
NW
1
Naviter Wealth
Arkansas
$0
2
ARC
2
Advisor Resource Council
Texas
$794K
3
GSEP
3
Golden State Equity Partners
California
$0
4
IA
4
IFP Advisors
Florida
$19.6K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$2.06M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
76
Virtue Capital Management
Tennessee
$637K 15,393 +6,791 +79%
AWA
77
ARQ Wealth Advisors
Arizona
$596K 15,413 – –
EH
78
Equitable Holdings
New York
$567K 13,703 -320 -2%
MWM
79
Mascagni Wealth Management
Mississippi
$549K 13,255 -1,666 -11%
GIA
80
Gladstone Institutional Advisory
Florida
$493K 11,903 +6,470 +119%
BAM
81
Belpointe Asset Management
Nevada
$453K 10,954 -328 -3%
KCM
82
Kathmere Capital Management
Pennsylvania
$433K 10,456 +10,456 New
GS
83
GTS Securities
New York
$381K 9,202 – –
MOS
84
MGO One Seven
Ohio
$312K 7,538 -4,309 -36%
MPW
85
Magnolia Private Wealth
Pennsylvania
$298K 7,203 -1,700 -19%
MC
86
Moors & Cabot
Massachusetts
$286K 6,900 – –
SEIA
87
Signature Estate & Investment Advisors
California
$284K 6,854 +278 +4%
APW
88
Axim Planning & Wealth
Ohio
$280K 6,766 -95 -1%
AAS
89
Avantax Advisory Services
Texas
$276K 6,671 +6,671 New
KPWS
90
Kestra Private Wealth Services
Texas
$271K 6,555 +6,555 New
CGH
91
Crossmark Global Holdings
Texas
$253K 6,120 – –
AFG
92
Atomi Financial Group
New York
$234K 5,652 -2,540 -31%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$231K 5,525 +5,525 New
GWM
94
Gibbs Wealth Management
Georgia
$222K 5,357 +5,357 New
Comerica Bank
95
Comerica Bank
Texas
$198K 4,779 +406 +9%
GRP
96
Global Retirement Partners
California
$198K 4,779 +4,779 New
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$186K 4,501 -328 -7%
CWM
98
Consultiva Wealth Management
Puerto Rico
$155K 3,735 +680 +22%
AP
99
Advisors Preferred
Maryland
$143K 3,447 -10,785 -76%
NCM
100
Northwest Capital Management
Oregon
$89.7K 2,167 +30 +1%
1 2 3
4
5