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Aptus Collared Investment Opportunity ETF

119 hedge funds and large institutions have $2.24B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 55 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$152K
JP Morgan Chase
102
JP Morgan Chase
New York
$150K
Comerica Bank
103
Comerica Bank
Texas
$148K
Corient Private Wealth
104
Corient Private Wealth
Florida
$141K
PTC
105
Private Trust Company
Ohio
$103K
Morgan Stanley
106
Morgan Stanley
New York
$70.3K
TWC
107
TD Waterhouse Canada
Ontario, Canada
$57.9K
AP
108
Advisors Preferred
Maryland
$47.4K
PS
109
Principal Securities
Iowa
$43.7K
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$40.3K
FWM
111
FSA Wealth Management
Massachusetts
$21.5K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$17.6K
AF
113
Allworth Financial
California
$17.6K
DF
114
Dunhill Financial
United Kingdom
$13.4K
AWM
115
AE Wealth Management
Kansas
$13.2K
CA
116
CoreCap Advisors
Michigan
$10.5K
IA
117
IFP Advisors
Florida
$9.77K
AssetMark Inc
118
AssetMark Inc
California
$1.61K
SAM
119
Smartleaf Asset Management
Massachusetts
$1.17K
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
OPWM
121
Oregon Pacific Wealth Management
Oregon
ARC
122
Advisor Resource Council
Texas
MPW
123
Magnolia Private Wealth
Pennsylvania
NCM
124
Northwest Capital Management
Oregon
BCMLT
125
Beacon Capital Management LLC (Tennessee)
Tennessee