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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

28 hedge funds and large institutions have $321M invested in Aptus Collared Investment Opportunity ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 6 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.44%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
5
Increased
16
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$176M
2
SWM
2
Sugarloaf Wealth Management
Georgia
$41M
3
FP
3
Fiduciary Planning
Florida
$25.2M
4
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.1M
5
PWS
5
Precision Wealth Strategies
Missouri
$9.4M

Top Sellers

1
FHC
1
First Heartland Consultants
Missouri
$18.9M
2
MFG
2
Menard Financial Group
Texas
$10.6M
3
Jane Street
3
Jane Street
New York
$0
4
OMC
4
Old Mission Capital
Illinois
$0
5
Wolverine Trading
5
Wolverine Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$176M 5,579,493 +1,033,130 +23%
SWM
2
Sugarloaf Wealth Management
Georgia
$41M 1,298,743 +111,211 +9%
FP
3
Fiduciary Planning
Florida
$25.2M 799,554 +109,976 +16%
FHC
4
First Heartland Consultants
Missouri
$18.9M 599 -580,177 -100%
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.1M 574,230 +90,384 +19%
MFG
6
Menard Financial Group
Texas
$10.6M 335,530 -94,762 -22%
PWS
7
Precision Wealth Strategies
Missouri
$9.4M 298,479 +85,493 +40%
MCM
8
MAI Capital Management
Ohio
$4.78M 151,950 +9,774 +7%
OPOWM
9
One Plus One Wealth Management
Florida
$2.8M 88,775 +14,770 +20%
LPL Financial
10
LPL Financial
California
$1.71M 54,334 +22,419 +70%
SOS
11
Silver Oak Securities
Tennessee
$1.67M 53,275 +53,275 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.59M 50,371 +7,130 +16%
ASN
13
Advisory Services Network
Georgia
$1.56M 49,677 +16,077 +48%
MWM
14
MBE Wealth Management
Wisconsin
$1.36M 43,238 +33,395 +339%
RC
15
Rovin Capital
Arizona
$1.22M 38,643 +866 +2%
BCM
16
Bienville Capital Management
New York
$1.03M 32,716 – –
SCFS
17
S.C. Financial Services
Arizona
$796K 25,297 -879 -3%
VCM
18
Virtue Capital Management
Tennessee
$695K 22,093 +2,731 +14%
SPC
19
Sigma Planning Corp
Michigan
$683K 21,691 +21,691 New
GRP
20
Global Retirement Partners
California
$650K 22,379 +22,379 New
IA
21
IFP Advisors
Florida
$571K 22,703 +22,096 +3,640%
Citadel Advisors
22
Citadel Advisors
Florida
$316K 10,050 +2,128 +27%
BAM
23
Belpointe Asset Management
Nevada
$241K 7,662 +7,662 New
JCM
24
Jacobi Capital Management
Pennsylvania
$230K 7,307 +7,307 New
AWM
25
Aspire Wealth Management
Massachusetts
$118K 3,736 -26 -0.7%
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