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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

109 hedge funds and large institutions have $1.87B invested in Aptus Collared Investment Opportunity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.48%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
22
Increased
57
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$181M
2
Wells Fargo
2
Wells Fargo
California
$18.7M
3
DE
3
Diversified Enterprises
Delaware
$18.3M
4
SAW
4
Signal Advisors Wealth
Michigan
$20.7M
5
ASN
5
Advisory Services Network
Georgia
$21.1M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DIM
3
Delta Investment Management
California
$9.47M
4
MCM
4
MAI Capital Management
Ohio
$26.4M
5
MOS
5
MGO One Seven
Ohio
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
76
Fermata Advisors
California
$536K -$2.68M -69,308 -83%
MOS
77
MGO One Seven
Ohio
$458K -$2.69M -69,542 -85%
BAM
78
Belpointe Asset Management
Nevada
$437K -$181K -4,672 -29%
TC
79
TownSquare Capital
Utah
$416K -$232 -6 -0.1%
GS
80
GTS Securities
New York
$356K – – –
MPW
81
Magnolia Private Wealth
Pennsylvania
$344K -$243K -6,293 -41%
VCM
82
Virtue Capital Management
Tennessee
$333K +$23.5K +608 +8%
FFA
83
Farther Finance Advisors
California
$324K -$277K -7,126 -46%
AFG
84
Atomi Financial Group
New York
$317K -$358K -9,253 -53%
Mariner
85
Mariner
Kansas
$305K +$3.99K +103 +1%
Osaic Holdings
86
Osaic Holdings
Arizona
$290K -$536K -13,842 -65%
MC
87
Moors & Cabot
Massachusetts
$267K +$38.7K +1,000 +17%
APW
88
Axim Planning & Wealth
Ohio
$265K -$77.4K -2,000 -23%
SEIA
89
Signature Estate & Investment Advisors
California
$254K +$254K +6,576 New
RFA
90
Rollins Financial Advisors
New York
$250K +$250K +6,469 New
CGH
91
Crossmark Global Holdings
Texas
$237K +$237K +6,120 New
GIA
92
Gladstone Institutional Advisory
Florida
$210K +$13.8K +356 +7%
AAS
93
Ameritas Advisory Services
Nebraska
$206K +$206K +5,321 New
Betterment LLC
94
Betterment LLC
New York
$202K +$202K +5,213 New
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$187K +$187K +4,829 New
Comerica Bank
96
Comerica Bank
Texas
$169K +$91.2K +2,358 +117%
PTC
97
Private Trust Company
Ohio
$145K +$75.3K +1,946 +109%
CWM
98
Consultiva Wealth Management
Puerto Rico
$118K +$39.3K +1,015 +50%
NCM
99
Northwest Capital Management
Oregon
$82.7K +$1.12K +29 +1%
Morgan Stanley
100
Morgan Stanley
New York
$62.6K -$7.43K -192 -11%
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