Aptus Collared Investment Opportunity ETF
ACIO
17 hedge funds and large institutions have $187M invested in Aptus Collared Investment Opportunity ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 1 closing their positions.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
89% more funds holding
Funds holding: 9 → 17 (+8)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
18% more capital invested
Capital invested by funds: $158M → $187M (+$28.9M)
5.23% more ownership
Funds ownership: 77.5% → 82.72% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$15.1M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$8.53M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$4.69M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.93M |
| 5 |
Jane Street
New York
|
+$1.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.19M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$770K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$263K |
| 4 |
PFGIA
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
-$17.8K |
ACIO Hedge Fund Activity: Q2 2021 in Review
17 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2021, worth a combined $187M — up 18% from $158M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ACIO positions and 1 closed out — a net gain of 8 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Sugarloaf Wealth Management, adding an estimated $15.1M. The largest seller was Precision Wealth Strategies, cutting an estimated $1.19M.
- 17 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2021, up from 9 in Q1 2021.
- Funds reported $187M of Aptus Collared Investment Opportunity ETF stock for Q2 2021, up 18% quarter-over-quarter.
- 9 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2021 and 1 closed out, a net change of +8 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2021 was Sugarloaf Wealth Management, an estimated $15.1M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q2 2021 was Precision Wealth Strategies, an estimated $1.19M sold.
Based on aggregated 13F filings for Q2 2021.