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Aptus Collared Investment Opportunity ETF

120 hedge funds and large institutions have $2.25B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115120 (+5)

2% more capital invested

Capital invested by funds: $2.21B → $2.25B (+$38.4M)

1.27% less ownership

Funds ownership: 112.94%111.67% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.37%
New
14
Increased
56
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$596K +$423 +10 +0.1%
GIA
77
Gladstone Institutional Advisory
Florida
$578K +$59.7K +1,413 +12%
MWM
78
Mascagni Wealth Management
Mississippi
$576K +$85 +2 +0%
BAM
79
Belpointe Asset Management
Nevada
$469K -$6.3K -149 -1%
KCM
80
Kathmere Capital Management
Pennsylvania
$454K +$254 +6 +0.1%
GS
81
GTS Securities
New York
$400K
Cetera Investment Advisers
82
Cetera Investment Advisers
Illinois
$361K +$351K +8,303 New
AWM
83
Axxcess Wealth Management
California
$324K +$316K +7,470 New
MOS
84
MGO One Seven
Ohio
$322K -$5.67K -134 -2%
FIA
85
Foundations Investment Advisors
Arizona
$315K +$307K +7,252 New
MC
86
Moors & Cabot
Massachusetts
$300K
SEIA
87
Signature Estate & Investment Advisors
California
$298K +$169 +4 +0.1%
KPWS
88
Kestra Private Wealth Services
Texas
$297K +$12.4K +293 +4%
PA
89
Parallel Advisors
California
$279K +$236K +5,583 +670%
CGH
90
Crossmark Global Holdings
Texas
$266K
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$241K
GWM
92
Gibbs Wealth Management
Georgia
$233K +$127 +3 +0.1%
APW
93
Axim Planning & Wealth
Ohio
$228K -$64.1K -1,515 -22%
AFG
94
Atomi Financial Group
New York
$227K -$17.8K -421 -7%
VCM
95
Virtue Capital Management
Tennessee
$227K -$616K -14,562 -95%
AWM
96
Able Wealth Management
New Jersey
$215K +$209K +4,947 New
GRP
97
Global Retirement Partners
California
$206K -$1.06K -25 -0.5%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$206K +$200K +4,735 New
TCG
99
Transcendent Capital Group
Oklahoma
$204K +$199K +4,700 New
BF
100
BOK Financial
Oklahoma
$188K -$724K -17,130 -80%