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Aptus Collared Investment Opportunity ETF

115 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, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.87B → $2.21B (+$339M)

5% more funds holding

Funds holding: 110115 (+5)

2.47% more ownership

Funds ownership: 110.47%112.94% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
16
Increased
56
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
101
Northwest Capital Management
Oregon
$89.7K +$1.18K +30 +1%
PTC
102
Private Trust Company
Ohio
$81.3K -$69.8K -1,776 -47%
JP Morgan Chase
103
JP Morgan Chase
New York
$68K -$661K -16,814 -91%
Morgan Stanley
104
Morgan Stanley
New York
$67K -$39 -1 -0.1%
TWC
105
TD Waterhouse Canada
Ontario, Canada
$55.1K
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$45.5K +$43.2K +1,098 New
PA
107
Parallel Advisors
California
$34.5K
PS
108
Principal Securities
Iowa
$28.1K +$26.7K +678 New
FWM
109
FSA Wealth Management
Massachusetts
$20.5K +$19.4K +494 New
IA
110
IFP Advisors
Florida
$19.6K -$3.09M -78,524 -99%
AWM
111
AE Wealth Management
Kansas
$12.6K +$3.34K +85 +39%
CA
112
CoreCap Advisors
Michigan
$10K
BCMLT
113
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.82K
AssetMark Inc
114
AssetMark Inc
California
$1.53K
SAM
115
Smartleaf Asset Management
Massachusetts
$1.11K
NW
116
Naviter Wealth
Arkansas
-$13.9M -358,884 Closed
GSEP
117
Golden State Equity Partners
California
-$3.57M -92,253 Closed
Jane Street
118
Jane Street
New York
-$896K -23,164 Closed
FA
119
Fermata Advisors
California
-$536K -13,853 Closed
TC
120
TownSquare Capital
Utah
-$416K -10,761 Closed
Mariner
121
Mariner
Kansas
-$305K -7,888 Closed
RFA
122
Rollins Financial Advisors
New York
-$250K -6,469 Closed
AAS
123
Ameritas Advisory Services
Nebraska
-$206K -5,321 Closed
RFG
124
REAP Financial Group
Texas
-$7.31K -189 Closed
CWP
125
Concord Wealth Partners
Virginia
-$2.32K -60 Closed

ACIO Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2025, worth a combined $2.21B — up 18% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACIO positions and 10 closed out — a net gain of 6 holders — while 56 added to existing stakes and 32 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $49.7M. The largest seller was Naviter Wealth, exiting entirely with an estimated $13.9M sold.

  • 115 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $2.21B of Aptus Collared Investment Opportunity ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $49.7M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2025 was Naviter Wealth, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.