Aptus Collared Investment Opportunity ETF
ACIO
4 hedge funds and large institutions have $116M invested in Aptus Collared Investment Opportunity ETF in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
5% more capital invested
Capital invested by funds: $111M → $116M (+$5.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.7% less ownership
Funds ownership: 86.84% → 85.14% (-1.7%)
20% less funds holding
Funds holding: 5 → 4 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$276K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$32.4K |
Top Sellers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$2.23M |
| 2 |
Jane Street
New York
|
-$408K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$318K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $92M | -$2.23M | -84,668 | -2% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $23.1M | +$1.54M | +58,624 | +7% |
|
|
AF
3
Advisornet Financial
Minnetonka,
Minnesota
| $354K | +$32.4K | +1,229 | +10% |
|
|
RJA
4
Raymond James & Associates
St Petersburg,
Florida
| $279K | +$276K | +10,467 | New |
|
|
5
Jane Street
New York
| – | -$408K | -16,178 | Closed |
|
|
6
Wolverine Trading
Chicago,
Illinois
| – | -$318K | -12,738 | Closed |
|
ACIO Hedge Fund Activity: Q3 2020 in Review
4 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q3 2020, worth a combined $116M — up 4.7% from $111M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ACIO and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Sugarloaf Wealth Management, adding an estimated $1.54M. The largest seller was Aptus Capital Advisors, cutting an estimated $2.23M.
- 4 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q3 2020, down from 5 in Q2 2020.
- Funds reported $116M of Aptus Collared Investment Opportunity ETF stock for Q3 2020, up 4.7% quarter-over-quarter.
- 1 fund opened new Aptus Collared Investment Opportunity ETF positions in Q3 2020 and 2 closed out, a net change of -1 holder.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q3 2020 was Sugarloaf Wealth Management, an estimated $1.54M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q3 2020 was Aptus Capital Advisors, an estimated $2.23M sold.
Based on aggregated 13F filings for Q3 2020.