Aptus Collared Investment Opportunity ETF
ACIO
6 hedge funds and large institutions have $85.8M invested in Aptus Collared Investment Opportunity ETF in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
43% more capital invested
Capital invested by funds: $60.1M → $85.8M (+$25.7M)
20% more funds holding
Funds holding: 5 → 6 (+1)
9.02% more ownership
Funds ownership: 85.39% → 94.42% (+9%)
Top Buyers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$10.7M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$81.6K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$22.6K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$14.9K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$803 |
Top Sellers
| 1 |
Jane Street
New York
|
-$1.11M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $71.7M | +$10.7M | +425,514 | +18% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $13.6M | +$13.4M | +532,879 | New |
|
|
3
Wolverine Trading
Chicago,
Illinois
| $415K | +$81.6K | +3,252 | +25% |
|
|
4
Bank of America
Charlotte,
North Carolina
| $23K | +$22.6K | +900 | New |
|
|
5
Wells Fargo
San Francisco,
California
| $15K | +$14.9K | +592 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $3K | +$803 | +32 | +38% |
|
|
7
Jane Street
New York
| – | -$1.11M | -44,858 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$5K | -217 | Closed |
|
ACIO Hedge Fund Activity: Q4 2019 in Review
6 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2019, worth a combined $85.8M — up 43% from $60.1M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ACIO positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $10.7M. The largest seller was Jane Street, exiting entirely with an estimated $1.11M sold.
- 6 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2019, up from 5 in Q3 2019.
- Funds reported $85.8M of Aptus Collared Investment Opportunity ETF stock for Q4 2019, up 43% quarter-over-quarter.
- 3 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2019 and 2 closed out, a net change of +1 holder.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2019 was Aptus Capital Advisors, an estimated $10.7M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q4 2019 was Jane Street, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2019.