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Aptus Collared Investment Opportunity ETF

120 hedge funds and large institutions have $2.25B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115120 (+5)

2% more capital invested

Capital invested by funds: $2.21B → $2.25B (+$38.4M)

1.27% less ownership

Funds ownership: 112.94%111.67% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.37%
New
14
Increased
56
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Consultiva Wealth Management
Puerto Rico
$173K +$10.1K +240 +6%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$152K -$42.3K -1,001 -22%
JP Morgan Chase
103
JP Morgan Chase
New York
$150K +$76.7K +1,814 +110%
Comerica Bank
104
Comerica Bank
Texas
$148K -$58.1K -1,375 -29%
Corient Private Wealth
105
Corient Private Wealth
Florida
$141K +$136M +3,216,860 New
PTC
106
Private Trust Company
Ohio
$103K +$17.5K +413 +21%
Morgan Stanley
107
Morgan Stanley
New York
$70.3K +$42 +1 +0.1%
TWC
108
TD Waterhouse Canada
Ontario, Canada
$57.9K
AP
109
Advisors Preferred
Maryland
$47.4K -$99.7K -2,358 -68%
PS
110
Principal Securities
Iowa
$43.7K +$13.9K +328 +48%
OSAM
111
O'Shaughnessy Asset Management
Connecticut
$40.3K -$7.14K -169 -15%
FWM
112
FSA Wealth Management
Massachusetts
$21.5K
AF
113
Allworth Financial
California
$17.6K +$17.2K +406 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$17.6K +$17.2K +406 New
DF
115
Dunhill Financial
United Kingdom
$13.4K +$13K +308 New
AWM
116
AE Wealth Management
Kansas
$13.2K
CA
117
CoreCap Advisors
Michigan
$10.5K
IA
118
IFP Advisors
Florida
$9.77K -$10.5K -249 -53%
AssetMark Inc
119
AssetMark Inc
California
$1.61K
SAM
120
Smartleaf Asset Management
Massachusetts
$1.17K
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
-$5.01M -121,133 Closed
OPWM
122
Oregon Pacific Wealth Management
Oregon
-$2.63M -63,627 Closed
ARC
123
Advisor Resource Council
Texas
-$794K -19,180 Closed
MPW
124
Magnolia Private Wealth
Pennsylvania
-$298K -7,203 Closed
NCM
125
Northwest Capital Management
Oregon
-$89.7K -2,167 Closed