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Aptus Collared Investment Opportunity ETF
ACIO

110 hedge funds and large institutions have $1.87B invested in Aptus Collared Investment Opportunity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 26

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

7% more funds holding in top 10

Funds holding in top 10: 27 → 29 (+2)

6% more funds holding

Funds holding: 104 → 110 (+6)

1% less capital invested

Capital invested by funds: $1.89B → $1.87B (-$19.9M)

7.8% less ownership

Funds ownership: 118.27% → 110.47% (-7.8%)

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.48%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
22
Increased
57
Reduced
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$11.8M
2
Wells Fargo
Wells Fargo
California
+$11.4M
3
DE
Diversified Enterprises
Delaware
+$8.69M
4
SAW
Signal Advisors Wealth
Michigan
+$7.6M
5
ASN
Advisory Services Network
Georgia
+$7.39M

Top Sellers

1
OP
ORG Partners
Indiana
-$28.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.66M
3
DIM
Delta Investment Management
California
-$7.81M
4
MCM
MAI Capital Management
Ohio
-$4.63M
5
MOS
MGO One Seven
Ohio
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
101
Morgan Stanley
New York
$62.6K -$7.72K -192 -11%
TWC
102
TD Waterhouse Canada
Ontario, Canada
$51.6K -$533K -13,252 -91%
PA
103
Parallel Advisors
California
$32.2K -$326K -8,107 -91%
CA
104
CoreCap Advisors
Michigan
$9.37K – – –
AWM
105
AE Wealth Management
Kansas
$8.51K -$35.5K -883 -80%
RFG
106
REAP Financial Group
Texas
$7.31K +$7.6K +189 New
BCMLT
107
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.49K – – –
CWP
108
Concord Wealth Partners
Virginia
$2.32K +$2.41K +60 New
AssetMark Inc
109
AssetMark Inc
California
$1.43K -$3.94K -98 -73%
SAM
110
Smartleaf Asset Management
Massachusetts
$1.04K – – –
OP
111
ORG Partners
Indiana
– -$28.1M -699,439 Closed
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
– -$9.66M -239,974 Closed
FEM
113
Fulcrum Equity Management
Texas
– -$1.11M -27,642 Closed
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
– -$994K -24,706 Closed
ACM
115
Armbruster Capital Management
New York
– -$320K -7,958 Closed
LCGC
116
Legacy Capital Group California
California
– -$205K -5,087 Closed
TCG
117
Transcendent Capital Group
Oklahoma
– -$189K -4,700 Closed
CAS
118
Coppell Advisory Solutions
Texas
– -$126K -3,127 Closed
AWM
119
Avior Wealth Management
Nebraska
– -$110K -2,741 Closed
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
– -$87.4K -2,172 Closed
MFG
121
Menard Financial Group
Texas
– -$39K -970 Closed
Bank of America
122
Bank of America
North Carolina
– -$29.3K -727 Closed
SAM
123
Synergy Asset Management
Washington
– -$5.8K -146 Closed
Fidelity Investments
124
Fidelity Investments
Massachusetts
– -$40 -1 Closed
1 2 3 4
5

ACIO Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2025, worth a combined $1.87B — down 1.1% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new ACIO positions and 14 closed out — a net gain of 8 holders — while 57 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $11.8M. The largest seller was ORG Partners, exiting entirely with an estimated $28.1M sold.

  • 110 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2025, up from 104 in Q4 2024.
  • Funds reported $1.87B of Aptus Collared Investment Opportunity ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
  • 22 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2025 and 14 closed out, a net change of +8 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2025 was Raymond James Financial, an estimated $11.8M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q1 2025 was ORG Partners, an estimated $28.1M sold.

Based on aggregated 13F filings for Q1 2025.