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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

29 hedge funds and large institutions have $268M invested in Aptus Collared Investment Opportunity ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+13
Holders Change %
+81.25%
% of All Funds
0.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
14
Increased
9
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
1
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.8M
2
ACA
2
Aptus Capital Advisors
Alabama
$148M
3
MCM
3
MAI Capital Management
Ohio
$4.64M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$38.7M
5
FP
5
Fiduciary Planning
Florida
$22.5M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$6.95M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.2M
3
Jane Street
3
Jane Street
New York
$1.54M
4
MFG
4
Menard Financial Group
Texas
$14M
5
JCM
5
Jacobi Capital Management
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$148M 4,546,363 +153,034 +3%
SWM
2
Sugarloaf Wealth Management
Georgia
$38.7M 1,187,532 +58,549 +5%
FP
3
Fiduciary Planning
Florida
$22.5M 689,578 +49,544 +8%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.8M 483,846 +483,846 New
MFG
5
Menard Financial Group
Texas
$14M 430,292 -19,155 -4%
PWS
6
Precision Wealth Strategies
Missouri
$6.95M 212,986 -99,646 -32%
MCM
7
MAI Capital Management
Ohio
$4.64M 142,176 +142,176 New
OPOWM
8
One Plus One Wealth Management
Florida
$2.41M 74,005 +4,190 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.2M 67,385 -26,285 -28%
Jane Street
10
Jane Street
New York
$1.54M 47,319 -26,280 -36%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.41M 43,241 +10,173 +31%
OMC
12
Old Mission Capital
Illinois
$1.27M 38,978 +38,978 New
RC
13
Rovin Capital
Arizona
$1.23M 37,777 +37,777 New
ASN
14
Advisory Services Network
Georgia
$1.1M 33,600 +33,600 New
BCM
15
Bienville Capital Management
New York
$1.07M 32,716 +32,716 New
LPL Financial
16
LPL Financial
California
$1.04M 31,915 +13,746 +76%
Wolverine Trading
17
Wolverine Trading
Illinois
$844K 25,772 +25,772 New
SCFS
18
S.C. Financial Services
Arizona
$836K 26,176 +26,176 New
VCM
19
Virtue Capital Management
Tennessee
$632K 19,362 +12,137 +168%
MWM
20
MBE Wealth Management
Wisconsin
$321K 9,843 +1,846 +23%
Citadel Advisors
21
Citadel Advisors
Florida
$258K 7,922 +7,922 New
AA
22
Advisory Alpha
Michigan
$207K 6,339 +6,339 New
AWM
23
Aspire Wealth Management
Massachusetts
$123K 3,762 +3,762 New
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$94K 2,884 – –
CA
25
CoreCap Advisors
Michigan
$82K 2,529 +2,529 New
1
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