Aptus Collared Investment Opportunity ETF
ACIO
104 hedge funds and large institutions have $1.89B invested in Aptus Collared Investment Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
109% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 23
24% more funds holding
Funds holding: 84 → 104 (+20)
22% more capital invested
Capital invested by funds: $1.54B → $1.89B (+$345M)
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
5.54% more ownership
Funds ownership: 112.73% → 118.27% (+5.5%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
AssetMark Inc
Concord,
California
| $5.43K | +$5.47K | +135 | New |
|
|
BCMLT
102
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $4.67K | – | – | – |
|
|
SAM
103
Smartleaf Asset Management
Boston,
Massachusetts
| $1.09K | – | – | – |
|
104
Fidelity Investments
Boston,
Massachusetts
| $40 | -$50.2K | -1,240 | -100% |
|
|
ARC
105
Advisor Resource Council
Dallas,
Texas
| – | -$3.33M | -83,779 | Closed |
|
106
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1.06M | -26,552 | Closed |
|
|
MFC
107
Morris Financial Concepts
Mount Pleasant,
South Carolina
| – | -$367K | -9,247 | Closed |
|
|
EWA
108
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$48.1K | -1,210 | Closed |
|
ACIO Hedge Fund Activity: Q4 2024 in Review
104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2024, worth a combined $1.89B — up 22% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new ACIO positions and 4 closed out — a net gain of 22 holders — while 48 added to existing stakes and 23 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $116M. The largest seller was Delta Investment Management, cutting an estimated $7.36M.
- 104 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2024, up from 84 in Q3 2024.
- Funds reported $1.89B of Aptus Collared Investment Opportunity ETF stock for Q4 2024, up 22% quarter-over-quarter.
- 26 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2024 and 4 closed out, a net change of +22 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $116M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q4 2024 was Delta Investment Management, an estimated $7.36M sold.
Based on aggregated 13F filings for Q4 2024.