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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$13.4K +$14.1K +325 New
S
127
SignatureFD
Georgia
$13.1K +$13.5K +312 New
DF
128
Dunhill Financial
United Kingdom
$12.9K
CA
129
CoreCap Advisors
Michigan
$10.2K -$43 -1 -0.4%
IA
130
IFP Advisors
Florida
$9.44K
Morgan Stanley
131
Morgan Stanley
New York
$4.39K -$65.7K -1,515 -94%
AssetMark Inc
132
AssetMark Inc
California
$1.55K
SAM
133
Smartleaf Asset Management
Massachusetts
$556 -$607 -14 -52%
TVM
134
True Vision MN
Minnesota
-$2.44M -55,929 Closed
LA
135
Lifeworks Advisors
Michigan
-$1.3M -29,817 Closed
Bank of America
136
Bank of America
North Carolina
-$541K -12,370 Closed
Thrivent Financial for Lutherans
137
Thrivent Financial for Lutherans
Minnesota
-$516K -11,811 Closed
BAM
138
Belpointe Asset Management
Nevada
-$455K -10,417 Closed
GIA
139
Gladstone Institutional Advisory
Florida
-$420K -9,600 Closed
AWM
140
Axxcess Wealth Management
California
-$327K -7,475 Closed
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
-$243K -5,526 Closed
Cetera Investment Advisers
142
Cetera Investment Advisers
Illinois
-$241K -5,508 Closed
AFG
143
Atomi Financial Group
New York
-$229K -5,235 Closed
TCG
144
Transcendent Capital Group
Oklahoma
-$205K -4,700 Closed
APW
145
Axim Planning & Wealth
Ohio
-$202K -4,618 Closed
OC
146
Optima Capital
Oregon
-$150K -3,442 Closed
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
-$8.87K -203 Closed