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Aptus Collared Investment Opportunity ETF

132 hedge funds and large institutions have $2.38B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$927K
LT
77
Legacy Trust
Michigan
$858K
AWA
78
ARQ Wealth Advisors
Arizona
$799K
RC
79
Rovin Capital
Arizona
$780K
BIG
80
Brookwood Investment Group
Arizona
$744K
HI
81
Harbour Investments
Wisconsin
$693K
PWM
82
Perigon Wealth Management
California
$649K
EH
83
Equitable Holdings
New York
$586K
MWM
84
Mascagni Wealth Management
Mississippi
$549K
Bank of America
85
Bank of America
North Carolina
$541K
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$516K
KCM
87
Kathmere Capital Management
Pennsylvania
$458K
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$456K
BAM
89
Belpointe Asset Management
Nevada
$455K
GIA
90
Gladstone Institutional Advisory
Florida
$420K
GS
91
GTS Securities
New York
$402K
VCM
92
Virtue Capital Management
Tennessee
$371K
SEIA
93
Signature Estate & Investment Advisors
California
$368K
AWM
94
Able Wealth Management
New Jersey
$352K
PA
95
Parallel Advisors
California
$333K
AWM
96
Axxcess Wealth Management
California
$327K
MOS
97
MGO One Seven
Ohio
$309K
MC
98
Moors & Cabot
Massachusetts
$302K
KPWS
99
Kestra Private Wealth Services
Texas
$299K
JP Morgan Chase
100
JP Morgan Chase
New York
$290K