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Aptus Collared Investment Opportunity ETF

114 hedge funds and large institutions have $2.21B invested in Aptus Collared Investment Opportunity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 10 closing their positions.

Holders
114
Holders Change
+5
Holders Change %
+4.59%
% of All Funds
1.53%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
16
Increased
56
Reduced
31
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PTC
101
Private Trust Company
Ohio
$81.3K 1,963 -1,776 -47%
JPMorgan Chase & Co
102
JPMorgan Chase & Co
New York
$68K 1,643 -16,814 -91%
Morgan Stanley
103
Morgan Stanley
New York
$67K 1,618 -1 -0.1%
TWC
104
TD Waterhouse Canada
Ontario, Canada
$55.1K 1,330
OSAM
105
O'Shaughnessy Asset Management
Connecticut
$45.5K 1,098 +1,098 New
PA
106
Parallel Advisors
California
$34.5K 833
PS
107
Principal Securities
Iowa
$28.1K 678 +678 New
FWM
108
FSA Wealth Management
Massachusetts
$20.5K 494 +494 New
IA
109
IFP Advisors
Florida
$19.6K 474 -78,524 -99%
AWM
110
AE Wealth Management
Kansas
$12.6K 305 +85 +39%
CA
111
CoreCap Advisors
Michigan
$10K 242
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.82K 116
AssetMark Inc
113
AssetMark Inc
California
$1.53K 37
SAM
114
Smartleaf Asset Management
Massachusetts
$1.11K 27
NW
115
Naviter Wealth
Arkansas
-358,884 Closed
GSEP
116
Golden State Equity Partners
California
-92,253 Closed
Jane Street
117
Jane Street
New York
-23,164 Closed
FA
118
Fermata Advisors
California
-13,853 Closed
TC
119
TownSquare Capital
Utah
-10,761 Closed
Mariner
120
Mariner
Kansas
-7,888 Closed
RFA
121
Rollins Financial Advisors
New York
-6,469 Closed
AAS
122
Ameritas Advisory Services
Nebraska
-5,321 Closed
RFG
123
REAP Financial Group
Texas
-189 Closed
CWP
124
Concord Wealth Partners
Virginia
-60 Closed