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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

109 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, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+6
Holders Change %
+5.83%
% 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
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$181M
2
Wells Fargo
2
Wells Fargo
California
$18.7M
3
DE
3
Diversified Enterprises
Delaware
$18.3M
4
SAW
4
Signal Advisors Wealth
Michigan
$20.7M
5
ASN
5
Advisory Services Network
Georgia
$21.1M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DIM
3
Delta Investment Management
California
$9.47M
4
MCM
4
MAI Capital Management
Ohio
$26.4M
5
MOS
5
MGO One Seven
Ohio
$458K
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
101
TD Waterhouse Canada
Ontario, Canada
$51.6K -$514K -13,252 -91%
PA
102
Parallel Advisors
California
$32.2K -$314K -8,107 -91%
CA
103
CoreCap Advisors
Michigan
$9.37K – – –
AWM
104
AE Wealth Management
Kansas
$8.51K -$34.2K -883 -80%
RFG
105
REAP Financial Group
Texas
$7.31K +$7.31K +189 New
BCMLT
106
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.49K – – –
CWP
107
Concord Wealth Partners
Virginia
$2.32K +$2.32K +60 New
AssetMark Inc
108
AssetMark Inc
California
$1.43K -$3.79K -98 -73%
SAM
109
Smartleaf Asset Management
Massachusetts
$1.04K – – –
OP
110
ORG Partners
Indiana
– -$28.1M -699,439 Closed
Thrivent Financial for Lutherans
111
Thrivent Financial for Lutherans
Minnesota
– -$9.66M -239,974 Closed
FEM
112
Fulcrum Equity Management
Texas
– -$1.11M -27,642 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$994K -24,706 Closed
ACM
114
Armbruster Capital Management
New York
– -$320K -7,958 Closed
LCGC
115
Legacy Capital Group California
California
– -$205K -5,087 Closed
TCG
116
Transcendent Capital Group
Oklahoma
– -$189K -4,700 Closed
CAS
117
Coppell Advisory Solutions
Texas
– -$126K -3,127 Closed
AWM
118
Avior Wealth Management
Nebraska
– -$110K -2,741 Closed
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
– -$87.4K -2,172 Closed
MFG
120
Menard Financial Group
Texas
– -$39K -970 Closed
Bank of America
121
Bank of America
North Carolina
– -$29.3K -727 Closed
SAM
122
Synergy Asset Management
Washington
– -$5.8K -146 Closed
Fidelity Investments
123
Fidelity Investments
Massachusetts
– -$40 -1 Closed
1 2 3 4
5