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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.47B invested in Aptus Collared Investment Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3.64% more ownership

Funds ownership: 113.64%117.28% (+3.6%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding

Funds holding: 133133 (0)

2% less capital invested

Capital invested by funds: $2.52B → $2.47B (-$49.5M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
19
Increased
51
Reduced
48
Closed
14
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$900K -$312K -7,200 -25%
KAS
77
Kestra Advisory Services
Texas
$884K -$63.9K -1,473 -7%
LT
78
Legacy Trust
Michigan
$824K
AWA
79
ARQ Wealth Advisors
Arizona
$811K +$45.2K +1,042 +6%
TC
80
Town Capital
Maryland
$660K -$586K -13,511 -46%
PB
81
Prosperity Bancshares
Texas
$648K -$942K -21,709 -58%
BIG
82
Brookwood Investment Group
Arizona
$600K -$118K -2,730 -16%
PWM
83
Perigon Wealth Management
California
$598K -$26.4K -608 -4%
EH
84
Equitable Holdings
New York
$578K -$7.94K -183 -1%
PPG
85
Peak Planning Group
Colorado
$549K -$3.96M -91,376 -87%
MWM
86
Mascagni Wealth Management
Mississippi
$526K -$1.26K -29 -0.2%
KCM
87
Kathmere Capital Management
Pennsylvania
$440K +$737 +17 +0.2%
IMC Chicago
88
IMC Chicago
Illinois
$415K +$429K +9,881 New
GS
89
GTS Securities
New York
$386K
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$372K -$535K -12,338 -58%
Bank of New York Mellon
91
Bank of New York Mellon
New York
$364K +$376K +8,674 New
SEIA
92
Signature Estate & Investment Advisors
California
$363K +$9.89K +228 +3%
NA
93
NewEdge Advisors
Louisiana
$361K +$373K +8,607 New
PA
94
Parallel Advisors
California
$353K +$33.8K +779 +10%
VCM
95
Virtue Capital Management
Tennessee
$309K -$42.6K -983 -12%
XPN
96
XY Planning Network
Montana
$302K +$311K +7,168 New
HF
97
HRT Financial
New York
$300K +$311K +7,173 New
MOS
98
MGO One Seven
Ohio
$290K -$7.76K -179 -3%
KPWS
99
Kestra Private Wealth Services
Texas
$288K +$217 +5 +0.1%
CGPCS
100
Capital Group Private Client Services
California
$281K +$290K +6,685 New