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Aptus Collared Investment Opportunity ETF

16 hedge funds and large institutions have $217M invested in Aptus Collared Investment Opportunity ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 3 closing their positions.

Holders
16
Holders Change
-1
Holders Change %
-5.88%
% of All Funds
0.28%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
2
Increased
11
Reduced
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$132M 4,393,329 +133,130 +3%
SWM
2
Sugarloaf Wealth Management
Georgia
$33.8M 1,128,983 +35,428 +3%
FP
3
Fiduciary Planning
Florida
$19.2M 640,034 +352,287 +122%
MFG
4
Menard Financial Group
Texas
$13.5M 449,447 +449,447 New
PWS
5
Precision Wealth Strategies
Missouri
$9.36M 312,632 +55,568 +22%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.82M 93,670 +11,664 +14%
Jane Street
7
Jane Street
New York
$2.2M 73,599 +32,673 +80%
OPOWM
8
One Plus One Wealth Management
Florida
$2.09M 69,815 +5,061 +8%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$990K 33,068 +14,794 +81%
LPL Financial
10
LPL Financial
California
$544K 18,169 +9,465 +109%
MWM
11
MBE Wealth Management
Wisconsin
$240K 7,997 +160 +2%
VCM
12
Virtue Capital Management
Tennessee
$216K 7,225 +7,225 New
JCM
13
Jacobi Capital Management
Pennsylvania
$149K 4,980 +1,630 +49%
PFGIA
14
Patriot Financial Group Insurance Agency
Massachusetts
$86K 2,884
IA
15
IFP Advisors
Florida
$18K 607
OMC
16
Old Mission Capital
Illinois
-74,844 Closed
UBS Group
17
UBS Group
Switzerland
-1,513 Closed
ASN
18
Advisory Services Network
Georgia
-100 Closed
Wells Fargo
19
Wells Fargo
California
$0 1
CFGS
20
Concourse Financial Group Securities
Alabama