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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.47B invested in Aptus Collared Investment Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3.64% more ownership

Funds ownership: 113.64%117.28% (+3.6%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding

Funds holding: 133133 (0)

2% less capital invested

Capital invested by funds: $2.52B → $2.47B (-$49.5M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
19
Increased
51
Reduced
48
Closed
14
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Moors & Cabot
Massachusetts
$273K -$17.4K -400 -6%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$269K +$278K +6,400 New
OHWP
103
Oak Harbor Wealth Partners
North Carolina
$256K +$265K +6,112 New
AWM
104
Able Wealth Management
New Jersey
$247K -$94.4K -2,175 -27%
OMC
105
Old Mission Capital
Illinois
$242K +$250K +5,771 New
CWS
106
Confluence Wealth Services
Pennsylvania
$234K
JP Morgan Chase
107
JP Morgan Chase
New York
$231K -$44.6K -1,027 -15%
AAS
108
Ameritas Advisory Services
Nebraska
$223K
LSWP
109
Liberty Square Wealth Partners
Pennsylvania
$218K -$29.5K -680 -12%
FWP
110
Forefront Wealth Partners
Texas
$217K +$10.2K +236 +5%
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$216K +$224K +5,155 New
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$200K +$1.34K +31 +0.7%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$200K +$54.8K +1,264 +36%
PGAM
114
Princeton Global Asset Management
New Jersey
$172K -$8.68K -200 -5%
CWM
115
Consultiva Wealth Management
Puerto Rico
$172K
HI
116
Harbour Investments
Wisconsin
$161K -$522K -12,028 -76%
WT
117
Whittier Trust
California
$152K
PTC
118
Private Trust Company
Ohio
$141K
CCM
119
Chilton Capital Management
Texas
$101K
CIAS
120
Capital Investment Advisory Services
North Carolina
$95.8K +$99K +2,282 New
AP
121
Advisors Preferred
Maryland
$64.3K +$60.8K +1,402 +1,078%
TWC
122
TD Waterhouse Canada
Ontario, Canada
$56.1K
AWM
123
AE Wealth Management
Kansas
$45.6K +$43 +1 +0.1%
AF
124
Allworth Financial
California
$20.7K
OSAM
125
O'Shaughnessy Asset Management
Connecticut
$14K -$45.6K -1,052 -76%