Aptus Collared Investment Opportunity ETF
ACIO
84 hedge funds and large institutions have $1.54B invested in Aptus Collared Investment Opportunity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 11 reducing their positions, and 5 closing their positions.
355% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 11
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
32% more capital invested
Capital invested by funds: $1.17B → $1.54B (+$373M)
32% more funds holding in top 10
Funds holding in top 10: 19 → 25 (+6)
14% more funds holding
Funds holding: 74 → 84 (+10)
0.69% less ownership
Funds ownership: 113.41% → 112.73% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$54.1M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$50.4M |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$35.8M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
+$23.4M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$1.91M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$241K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$158K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$128K |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$58.3K |
ACIO Hedge Fund Activity: Q3 2024 in Review
84 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q3 2024, worth a combined $1.54B — up 32% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new ACIO positions and 5 closed out — a net gain of 11 holders — while 50 added to existing stakes and 11 trimmed.
The largest buyer was Integrated Wealth Concepts, adding an estimated $54.1M. The largest seller was Golden State Equity Partners, exiting entirely with an estimated $1.91M sold.
- 84 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q3 2024, up from 74 in Q2 2024.
- Funds reported $1.54B of Aptus Collared Investment Opportunity ETF stock for Q3 2024, up 32% quarter-over-quarter.
- 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q3 2024 and 5 closed out, a net change of +11 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q3 2024 was Integrated Wealth Concepts, an estimated $54.1M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q3 2024 was Golden State Equity Partners, an estimated $1.91M sold.
Based on aggregated 13F filings for Q3 2024.