Aptus Collared Investment Opportunity ETF
ACIO
9 hedge funds and large institutions have $158M 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.
5% more capital invested
Capital invested by funds: $151M → $158M (+$7.4M)
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%)
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$649K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
-$8.59M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$615K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$289K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$210K |
| 5 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$155K |
ACIO Hedge Fund Activity: Q1 2021 in Review
9 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2021, worth a combined $158M — up 4.9% 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 $158M of Aptus Collared Investment Opportunity ETF stock for Q1 2021, up 4.9% 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.