Aptus Collared Investment Opportunity ETF
ACIO
9 hedge funds and large institutions have $130M invested in Aptus Collared Investment Opportunity ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
6.78% less ownership
Funds ownership: 84.28% → 77.5% (-6.8%)
14% less capital invested
Capital invested by funds: $151M → $130M (-$21.4M)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$649K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$266K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $116M | +$649K | +23,353 | +0.6% |
|
|
PWS
2
Precision Wealth Strategies
Saint Louis,
Missouri
| $8.43M | -$155K | -5,569 | -2% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $3.09M | -$289K | -10,387 | -9% |
|
|
OPOWM
4
One Plus One Wealth Management
Jupiter,
Florida
| $1.19M | +$1.17M | +42,026 | New |
|
|
OMC
5
Old Mission Capital
Chicago,
Illinois
| $271K | +$266K | +9,560 | New |
|
|
GWM
6
Geneos Wealth Management
Englewood,
Colorado
| $263K | -$68.5K | -2,463 | -22% |
|
|
PFGIA
7
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $99K | – | – | – |
|
|
SWM
8
Sugarloaf Wealth Management
Duluth,
Georgia
| $28.8K | -$8.59M | -309,026 | -35% |
|
9
Wolverine Trading
Chicago,
Illinois
| – | -$615K | -22,235 | Closed |
|
10
Truist Financial
Charlotte,
North Carolina
| – | -$210K | -7,552 | Closed |
|
ACIO Hedge Fund Activity: Q1 2021 in Review
9 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2021, worth a combined $130M — down 14% from $151M a quarter earlier.
Fund positioning in ACIO was balanced in Q1 2021: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 4 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $649K. The largest seller was Sugarloaf Wealth Management, cutting an estimated $8.59M.
- 9 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $130M of Aptus Collared Investment Opportunity ETF stock for Q1 2021, down 14% quarter-over-quarter.
- 2 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2021 and 2 closed out, a net change of 0 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $649K added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q1 2021 was Sugarloaf Wealth Management, an estimated $8.59M sold.
Based on aggregated 13F filings for Q1 2021.