Aptus Collared Investment Opportunity ETF
ACIO
9 hedge funds and large institutions have $151M invested in Aptus Collared Investment Opportunity ETF in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
125% more funds holding
Funds holding: 4 → 9 (+5)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
30% more capital invested
Capital invested by funds: $116M → $151M (+$35.1M)
0.86% less ownership
Funds ownership: 85.14% → 84.28% (-0.86%)
Top Buyers
Top Sellers
| 1 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$354K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$279K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $113M | +$17M | +625,690 | +18% |
|
|
SWM
2
Sugarloaf Wealth Management
Duluth,
Georgia
| $24.8M | +$710K | +26,115 | +3% |
|
|
PWS
3
Precision Wealth Strategies
Saint Louis,
Missouri
| $8.43M | +$8.24M | +302,952 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $3.29M | +$3.22M | +118,396 | New |
|
5
Wolverine Trading
Chicago,
Illinois
| $615K | +$605K | +22,235 | New |
|
6
Truist Financial
Charlotte,
North Carolina
| $210K | +$205K | +7,552 | New |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $97K | +$94.7K | +3,484 | New |
|
|
GWM
8
Geneos Wealth Management
Englewood,
Colorado
| $18K | +$308K | +11,327 | New |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| – | -$354K | -13,337 | Closed |
|
|
RJA
10
Raymond James & Associates
St Petersburg,
Florida
| – | -$279K | -10,467 | Closed |
|
11
Wells Fargo
San Francisco,
California
| – | +$27 | +1 | New |
|
ACIO Hedge Fund Activity: Q4 2020 in Review
9 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2020, worth a combined $151M — up 30% from $116M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ACIO positions and 2 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $17M. The largest seller was Advisornet Financial, exiting entirely with an estimated $354K sold.
- 9 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2020, up from 4 in Q3 2020.
- Funds reported $151M of Aptus Collared Investment Opportunity ETF stock for Q4 2020, up 30% quarter-over-quarter.
- 7 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2020 and 2 closed out, a net change of +5 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $17M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q4 2020 was Advisornet Financial, an estimated $354K sold.
Based on aggregated 13F filings for Q4 2020.