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Aptus Collared Investment Opportunity ETF

5 hedge funds and large institutions have $111M invested in Aptus Collared Investment Opportunity ETF in 2020 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $106M → $111M (+$4.12M)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

15.12% less ownership

Funds ownership: 101.95%86.84% (-15%)

17% less funds holding

Funds holding: 65 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
5
Holders Change
-1
Holders Change %
-16.67%
% of All Funds
0.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
1
Increased
4
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

ACIO Hedge Fund Activity: Q2 2020 in Review

5 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2020, worth a combined $111M — up 3.9% from $106M a quarter earlier.

Fund positioning in ACIO was balanced in Q2 2020: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 0 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $5.13M. The largest seller was IFP Advisors, exiting entirely with an estimated $16.2K sold.

  • 5 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2020, down from 6 in Q1 2020.
  • Funds reported $111M of Aptus Collared Investment Opportunity ETF stock for Q2 2020, up 3.9% quarter-over-quarter.
  • 1 fund opened new Aptus Collared Investment Opportunity ETF positions in Q2 2020 and 1 closed out, a net change of 0 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $5.13M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2020 was IFP Advisors, an estimated $16.2K sold.

Based on aggregated 13F filings for Q2 2020.