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Aptus Collared Investment Opportunity ETF

119 hedge funds and large institutions have $2.24B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
GIA
76
Gladstone Institutional Advisory
Florida
$578K
MWM
77
Mascagni Wealth Management
Mississippi
$576K
BAM
78
Belpointe Asset Management
Nevada
$469K
KCM
79
Kathmere Capital Management
Pennsylvania
$454K
GS
80
GTS Securities
New York
$400K
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$361K
AWM
82
Axxcess Wealth Management
California
$324K
MOS
83
MGO One Seven
Ohio
$322K
FIA
84
Foundations Investment Advisors
Arizona
$315K
MC
85
Moors & Cabot
Massachusetts
$300K
SEIA
86
Signature Estate & Investment Advisors
California
$298K
KPWS
87
Kestra Private Wealth Services
Texas
$297K
PA
88
Parallel Advisors
California
$279K
CGH
89
Crossmark Global Holdings
Texas
$266K
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$241K
GWM
91
Gibbs Wealth Management
Georgia
$233K
APW
92
Axim Planning & Wealth
Ohio
$228K
AFG
93
Atomi Financial Group
New York
$227K
VCM
94
Virtue Capital Management
Tennessee
$227K
AWM
95
Able Wealth Management
New Jersey
$215K
GRP
96
Global Retirement Partners
California
$206K
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$206K
TCG
98
Transcendent Capital Group
Oklahoma
$204K
BF
99
BOK Financial
Oklahoma
$188K
CWM
100
Consultiva Wealth Management
Puerto Rico
$173K