Aptus Collared Investment Opportunity ETF
ACIO
6 hedge funds and large institutions have $106M invested in Aptus Collared Investment Opportunity ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, reducing their positions, and 3 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more capital invested
Capital invested by funds: $85.8M → $106M (+$20.7M)
7.54% more ownership
Funds ownership: 94.42% → 101.95% (+7.5%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$5.7M |
| 3 |
Jane Street
New York
|
+$338K |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$293K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$13.6K |
Top Sellers
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$415K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$23K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $79.9M | +$13M | +524,702 | +19% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $18.3M | +$5.7M | +231,071 | +43% |
|
|
WC
3
Waterloo Capital
Austin,
Texas
| $7.66M | +$7.87M | +319,003 | New |
|
|
4
Jane Street
New York
| $328K | +$338K | +13,677 | New |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $285K | +$293K | +11,861 | New |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $16K | +$13.6K | +551 | +471% |
|
|
7
Wolverine Trading
Chicago,
Illinois
| – | -$415K | -16,216 | Closed |
|
|
8
Bank of America
Charlotte,
North Carolina
| – | -$23K | -900 | Closed |
|
|
9
Wells Fargo
San Francisco,
California
| – | -$15K | -592 | Closed |
|
ACIO Hedge Fund Activity: Q1 2020 in Review
6 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2020, worth a combined $106M — up 24% from $85.8M a quarter earlier.
Fund positioning in ACIO was balanced in Q1 2020: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 0 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $13M. The largest seller was Wolverine Trading, exiting entirely with an estimated $415K sold.
- 6 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $106M of Aptus Collared Investment Opportunity ETF stock for Q1 2020, up 24% quarter-over-quarter.
- 3 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2020 and 3 closed out, a net change of 0 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2020 was Aptus Capital Advisors, an estimated $13M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q1 2020 was Wolverine Trading, an estimated $415K sold.
Based on aggregated 13F filings for Q1 2020.