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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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.

Holders
17
Holders Change
+8
Holders Change %
+88.89%
% of All Funds
0.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
9
Increased
4
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Sugarloaf Wealth Management
Georgia
$33M
2
FP
2
Fiduciary Planning
Florida
$8.68M
3
ACA
3
Aptus Capital Advisors
Alabama
$128M
4
OMC
4
Old Mission Capital
Illinois
$2.26M
5
Jane Street
5
Jane Street
New York
$1.23M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$7.75M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.49M
3
GWM
3
Geneos Wealth Management
Colorado
$0
4
PFGIA
4
Patriot Financial Group Insurance Agency
Massachusetts
$87K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$128M 4,260,199 +158,348 +4%
SWM
2
Sugarloaf Wealth Management
Georgia
$33M 1,093,555 +511,170 +88%
FP
3
Fiduciary Planning
Florida
$8.68M 287,747 +287,747 New
PWS
4
Precision Wealth Strategies
Missouri
$7.75M 257,064 -40,319 -14%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.49M 82,006 -26,003 -24%
OMC
6
Old Mission Capital
Illinois
$2.26M 74,844 +65,284 +683%
OPOWM
7
One Plus One Wealth Management
Florida
$1.95M 64,754 +22,728 +54%
Jane Street
8
Jane Street
New York
$1.23M 40,926 +40,926 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$551K 18,274 +18,274 New
LPL Financial
10
LPL Financial
California
$263K 8,704 +8,704 New
MWM
11
MBE Wealth Management
Wisconsin
$236K 7,837 +7,837 New
JCM
12
Jacobi Capital Management
Pennsylvania
$101K 3,350 +3,350 New
PFGIA
13
Patriot Financial Group Insurance Agency
Massachusetts
$87K 2,884 -600 -17%
UBS Group
14
UBS Group
Switzerland
$46K 1,513 +1,513 New
IA
15
IFP Advisors
Florida
$18K 607 +607 New
ASN
16
Advisory Services Network
Georgia
$3K 100 +100 New
GWM
17
Geneos Wealth Management
Colorado
– – -8,864 Closed
Wells Fargo
18
Wells Fargo
California
$0 1 – –
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –