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Aptus Collared Investment Opportunity ETF

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 15 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
114
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
29
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
VCM
76
Virtue Capital Management
Tennessee
$637K
AWA
77
ARQ Wealth Advisors
Arizona
$596K
EH
78
Equitable Holdings
New York
$567K
MWM
79
Mascagni Wealth Management
Mississippi
$549K
GIA
80
Gladstone Institutional Advisory
Florida
$493K
BAM
81
Belpointe Asset Management
Nevada
$453K
KCM
82
Kathmere Capital Management
Pennsylvania
$433K
GS
83
GTS Securities
New York
$381K
MOS
84
MGO One Seven
Ohio
$312K
MPW
85
Magnolia Private Wealth
Pennsylvania
$298K
MC
86
Moors & Cabot
Massachusetts
$286K
SEIA
87
Signature Estate & Investment Advisors
California
$284K
APW
88
Axim Planning & Wealth
Ohio
$280K
AAS
89
Avantax Advisory Services
Texas
$276K
KPWS
90
Kestra Private Wealth Services
Texas
$271K
CGH
91
Crossmark Global Holdings
Texas
$253K
AFG
92
Atomi Financial Group
New York
$234K
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$231K
GWM
94
Gibbs Wealth Management
Georgia
$222K
Comerica Bank
95
Comerica Bank
Texas
$198K
GRP
96
Global Retirement Partners
California
$198K
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$186K
CWM
98
Consultiva Wealth Management
Puerto Rico
$155K
AP
99
Advisors Preferred
Maryland
$143K
NCM
100
Northwest Capital Management
Oregon
$89.7K