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Aptus Collared Investment Opportunity ETF

132 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, 47 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$441K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$269K
OHWP
102
Oak Harbor Wealth Partners
North Carolina
$256K
AWM
103
Able Wealth Management
New Jersey
$247K
OMC
104
Old Mission Capital
Illinois
$242K
CWS
105
Confluence Wealth Services
Pennsylvania
$234K
JP Morgan Chase
106
JP Morgan Chase
New York
$231K
AAS
107
Ameritas Advisory Services
Nebraska
$223K
LSWP
108
Liberty Square Wealth Partners
Pennsylvania
$218K
FWP
109
Forefront Wealth Partners
Texas
$217K
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$216K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$200K
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$200K
PGAM
113
Princeton Global Asset Management
New Jersey
$172K
CWM
114
Consultiva Wealth Management
Puerto Rico
$172K
HI
115
Harbour Investments
Wisconsin
$161K
WT
116
Whittier Trust
California
$152K
PTC
117
Private Trust Company
Ohio
$141K
CCM
118
Chilton Capital Management
Texas
$101K
CIAS
119
Capital Investment Advisory Services
North Carolina
$95.8K
AP
120
Advisors Preferred
Maryland
$64.3K
TWC
121
TD Waterhouse Canada
Ontario, Canada
$56.1K
AWM
122
AE Wealth Management
Kansas
$45.6K
AF
123
Allworth Financial
California
$20.7K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$14K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$13.4K