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Aptus Collared Investment Opportunity ETF

103 hedge funds and large institutions have $1.89B invested in Aptus Collared Investment Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+20
Holders Change %
+24.1%
% of All Funds
1.37%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.36%
New
26
Increased
47
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APW
76
Axim Planning & Wealth
Ohio
$357K -$7.65K -190 -2%
VCM
77
Virtue Capital Management
Tennessee
$322K -$42.4K -1,054 -12%
ACM
78
Armbruster Capital Management
New York
$320K +$320K +7,958 New
Mariner
79
Mariner
Kansas
$313K +$35.9K +892 +13%
MC
80
Moors & Cabot
Massachusetts
$237K +$237K +5,900 New
LCGC
81
Legacy Capital Group California
California
$205K -$41.6K -1,035 -17%
GIA
82
Gladstone Institutional Advisory
Florida
$204K +$204K +5,077 New
GRP
83
Global Retirement Partners
California
$199K +$3.94K +98 +2%
TCG
84
Transcendent Capital Group
Oklahoma
$189K
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$145K -$63.7K -1,582 -31%
CAS
86
Coppell Advisory Solutions
Texas
$126K -$9.71K -241 -7%
AWM
87
Avior Wealth Management
Nebraska
$110K
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$87.4K +$87.4K +2,172 New
NCM
89
Northwest Capital Management
Oregon
$84.8K +$765 +19 +0.9%
CWM
90
Consultiva Wealth Management
Puerto Rico
$82.1K +$82.1K +2,040 New
Comerica Bank
91
Comerica Bank
Texas
$81.1K +$81.1K +2,015 New
Morgan Stanley
92
Morgan Stanley
New York
$72.9K -$38.5K -957 -35%
PTC
93
Private Trust Company
Ohio
$72.2K +$72.2K +1,793 New
AWM
94
AE Wealth Management
Kansas
$44.4K +$44.4K +1,103 New
MFG
95
Menard Financial Group
Texas
$39K +$39K +970 New
Bank of America
96
Bank of America
North Carolina
$29.3K +$29.3K +727 New
CA
97
CoreCap Advisors
Michigan
$9.75K
HI
98
Harbour Investments
Wisconsin
$9.62K +$9.62K +239 New
SAM
99
Synergy Asset Management
Washington
$5.8K +$5.8K +146 New
AssetMark Inc
100
AssetMark Inc
California
$5.43K +$5.43K +135 New