Aptus Collared Investment Opportunity ETF
ACIO
17 hedge funds and large institutions have $217M invested in Aptus Collared Investment Opportunity ETF in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 0 reducing their positions, and 3 closing their positions.
1,387% more capital inflows, than outflows
Capital inflows: $34.3M | Capital outflows: $2.31M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0% more funds holding
Funds holding: 17 → 17 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
8.05% less ownership
Funds ownership: 82.72% → 74.68% (-8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Menard Financial Group
Houston,
Texas
|
+$13.8M |
| 2 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$10.8M |
| 3 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$4.09M |
| 4 |
Precision Wealth Strategies
Saint Louis,
Missouri
|
+$1.71M |
| 5 |
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
-$2.26M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$46K |
| 3 |
Advisory Services Network
Atlanta,
Georgia
|
-$3K |
ACIO Hedge Fund Activity: Q3 2021 in Review
17 of the 5,730 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q3 2021, worth a combined $217M — up 16% from $187M a quarter earlier.
Fund positioning in ACIO was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 0 trimmed.
The largest buyer was Menard Financial Group, opening a new position worth an estimated $13.8M. The largest seller was Old Mission Capital, exiting entirely with an estimated $2.26M sold.
- 17 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $217M of Aptus Collared Investment Opportunity ETF stock for Q3 2021, up 16% quarter-over-quarter.
- 3 funds opened new Aptus Collared Investment Opportunity ETF positions in Q3 2021 and 3 closed out, a net change of 0 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q3 2021 was Menard Financial Group, an estimated $13.8M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q3 2021 was Old Mission Capital, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2021.