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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.52B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

12% more capital invested

Capital invested by funds: $2.25B → $2.52B (+$278M)

11% more funds holding

Funds holding: 120133 (+13)

1.96% more ownership

Funds ownership: 111.67%113.64% (+2%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.62%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.39%
New
22
Increased
66
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$290K +$139K +3,182 +92%
LSWP
102
Liberty Square Wealth Partners
Pennsylvania
$256K -$1.04M -23,857 -80%
LCM
103
Lunt Capital Management
Utah
$246K +$246K +5,620 New
CWS
104
Confluence Wealth Services
Pennsylvania
$244K +$244K +5,580 New
Wealth Enhancement Advisory Services
105
Wealth Enhancement Advisory Services
Minnesota
$243K +$44 +1 +0%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$241K -$122K -2,795 -34%
AAS
107
Ameritas Advisory Services
Nebraska
$233K +$233K +5,321 New
AFG
108
Atomi Financial Group
New York
$229K +$175 +4 +0.1%
FWP
109
Forefront Wealth Partners
Texas
$215K +$216K +4,931 New
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$207K +$131 +3 +0.1%
GRP
111
Global Retirement Partners
California
$206K -$1.93K -44 -0.9%
TCG
112
Transcendent Capital Group
Oklahoma
$205K
APW
113
Axim Planning & Wealth
Ohio
$202K -$27.7K -633 -12%
PGAM
114
Princeton Global Asset Management
New Jersey
$188K +$188K +4,303 New
CWM
115
Consultiva Wealth Management
Puerto Rico
$179K +$5.03K +115 +3%
WT
116
Whittier Trust
California
$158K +$157K +3,596 New
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$153K
OC
118
Optima Capital
Oregon
$150K +$151K +3,442 New
Comerica Bank
119
Comerica Bank
Texas
$149K +$44 +1 +0%
PTC
120
Private Trust Company
Ohio
$142K +$38.1K +871 +37%
CCM
121
Chilton Capital Management
Texas
$105K +$106K +2,413 New
Morgan Stanley
122
Morgan Stanley
New York
$70.8K
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$60.6K +$20K +457 +49%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$58.1K
AWM
125
AE Wealth Management
Kansas
$47.4K +$34.2K +781 +256%