Aptus Collared Investment Opportunity ETF
ACIO
30 hedge funds and large institutions have $287M invested in Aptus Collared Investment Opportunity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
76% more funds holding
Funds holding: 17 → 30 (+13)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
32% more capital invested
Capital invested by funds: $217M → $287M (+$69.9M)
4.55% more ownership
Funds ownership: 74.68% → 79.23% (+4.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$18.4M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$4.84M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$4.5M |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.85M |
| 5 |
FP
Fiduciary Planning
Englewood,
Florida
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$3.15M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$831K |
| 3 |
Jane Street
New York
|
-$831K |
| 4 |
MFG
Menard Financial Group
Houston,
Texas
|
-$606K |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$149K |
ACIO Hedge Fund Activity: Q4 2021 in Review
30 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2021, worth a combined $287M — up 32% from $217M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ACIO positions and 1 closed out — a net gain of 13 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $18.4M. The largest seller was Precision Wealth Strategies, cutting an estimated $3.15M.
- 30 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2021, up from 17 in Q3 2021.
- Funds reported $287M of Aptus Collared Investment Opportunity ETF stock for Q4 2021, up 32% quarter-over-quarter.
- 14 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2021 and 1 closed out, a net change of +13 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2021 was First Heartland Consultants, an estimated $18.4M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q4 2021 was Precision Wealth Strategies, an estimated $3.15M sold.
Based on aggregated 13F filings for Q4 2021.