Aptus Collared Investment Opportunity ETF
ACIO
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.
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: 6 → 5 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.13M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.04M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$309K |
| 4 |
Jane Street
New York
|
+$60.6K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$5.98K |
Top Sellers
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$16.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $89.2M | +$5.13M | +211,732 | +6% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $20.3M | +$1.04M | +42,722 | +6% |
|
|
3
Jane Street
New York
| $408K | +$60.6K | +2,501 | +18% |
|
|
4
Wolverine Trading
Chicago,
Illinois
| $318K | +$309K | +12,738 | New |
|
|
AF
5
Advisornet Financial
Minnetonka,
Minnesota
| $305K | +$5.98K | +247 | +2% |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| – | -$16.2K | -668 | Closed |
|
ACIO Hedge Fund Activity: Q2 2020 in Review
5 of the 4,877 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.