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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.52B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

12% more capital invested

Capital invested by funds: $2.25B → $2.52B (+$278M)

11% more funds holding

Funds holding: 120133 (+13)

1.96% more ownership

Funds ownership: 111.67%113.64% (+2%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.62%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.39%
New
22
Increased
66
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$985K +$11.2K +255 +1%
RPGK
77
Retirement Planning Group (Kansas)
Kansas
$927K -$225K -5,153 -20%
LT
78
Legacy Trust
Michigan
$858K
AWA
79
ARQ Wealth Advisors
Arizona
$799K +$53.2K +1,217 +7%
RC
80
Rovin Capital
Arizona
$780K +$4.46K +102 +0.6%
BIG
81
Brookwood Investment Group
Arizona
$744K +$4.59K +105 +0.6%
HI
82
Harbour Investments
Wisconsin
$693K +$831 +19 +0.1%
PWM
83
Perigon Wealth Management
California
$649K -$58.7K -1,341 -8%
EH
84
Equitable Holdings
New York
$586K -$13.7K -313 -2%
MWM
85
Mascagni Wealth Management
Mississippi
$549K -$30.1K -688 -5%
Bank of America
86
Bank of America
North Carolina
$541K +$541K +12,370 New
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$516K +$517K +11,811 New
KCM
88
Kathmere Capital Management
Pennsylvania
$458K +$350 +8 +0.1%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$456K -$83.7M -1,912,719 -99%
BAM
90
Belpointe Asset Management
Nevada
$455K -$17K -388 -4%
GIA
91
Gladstone Institutional Advisory
Florida
$420K -$163K -3,716 -28%
GS
92
GTS Securities
New York
$402K
VCM
93
Virtue Capital Management
Tennessee
$371K +$335K +7,663 +922%
SEIA
94
Signature Estate & Investment Advisors
California
$368K +$68.3K +1,562 +23%
AWM
95
Able Wealth Management
New Jersey
$352K +$136K +3,113 +63%
PA
96
Parallel Advisors
California
$333K +$53.2K +1,215 +19%
AWM
97
Axxcess Wealth Management
California
$327K +$219 +5 +0.1%
MOS
98
MGO One Seven
Ohio
$309K -$14.2K -325 -4%
MC
99
Moors & Cabot
Massachusetts
$302K
KPWS
100
Kestra Private Wealth Services
Texas
$299K +$131 +3 +0%