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Aptus Collared Investment Opportunity ETF

132 hedge funds and large institutions have $2.38B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 64 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
101
Liberty Square Wealth Partners
Pennsylvania
$256K
LCM
102
Lunt Capital Management
Utah
$246K
CWS
103
Confluence Wealth Services
Pennsylvania
$244K
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$243K
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$241K
AAS
106
Ameritas Advisory Services
Nebraska
$233K
AFG
107
Atomi Financial Group
New York
$229K
FWP
108
Forefront Wealth Partners
Texas
$215K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$207K
GRP
110
Global Retirement Partners
California
$206K
TCG
111
Transcendent Capital Group
Oklahoma
$205K
APW
112
Axim Planning & Wealth
Ohio
$202K
PGAM
113
Princeton Global Asset Management
New Jersey
$188K
CWM
114
Consultiva Wealth Management
Puerto Rico
$179K
WT
115
Whittier Trust
California
$158K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$153K
OC
117
Optima Capital
Oregon
$150K
Comerica Bank
118
Comerica Bank
Texas
$149K
PTC
119
Private Trust Company
Ohio
$142K
CCM
120
Chilton Capital Management
Texas
$105K
Morgan Stanley
121
Morgan Stanley
New York
$70.8K
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$60.6K
TWC
123
TD Waterhouse Canada
Ontario, Canada
$58.1K
AWM
124
AE Wealth Management
Kansas
$47.4K
AF
125
Allworth Financial
California
$21.6K