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Aptus Collared Investment Opportunity ETF

38 hedge funds and large institutions have $407M invested in Aptus Collared Investment Opportunity ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 0 closing their positions.

Holders
38
Holders Change
+10
Holders Change %
+35.71%
% of All Funds
0.64%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.17%
New
10
Increased
14
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$174M 6,027,174 +447,681 +8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.6M 2,413,401 +1,839,171 +320%
SWM
3
Sugarloaf Wealth Management
Georgia
$41.2M 1,429,403 +130,660 +10%
FP
4
Fiduciary Planning
Florida
$28.6M 991,657 +192,103 +24%
CIA
5
Compass Ion Advisors
Pennsylvania
$21.4M 741,937 +741,937 New
FHC
6
First Heartland Consultants
Missouri
$18.3M 636,468 +635,869 +106,155%
MFG
7
Menard Financial Group
Texas
$9.54M 330,908 -4,622 -1%
PWS
8
Precision Wealth Strategies
Missouri
$7.44M 257,550 -40,929 -14%
DAM
9
Derbend Asset Management
Georgia
$7.38M 256,080 +256,080 New
MCM
10
MAI Capital Management
Ohio
$5.02M 174,003 +22,053 +15%
SOS
11
Silver Oak Securities
Tennessee
$4.67M 157,436 +104,161 +196%
OPOWM
12
One Plus One Wealth Management
Florida
$2.32M 80,440 -8,335 -9%
OMC
13
Old Mission Capital
Illinois
$1.75M 60,663 +60,663 New
Osaic Holdings
14
Osaic Holdings
Arizona
$1.53M 52,801 -26,588 -33%
BCM
15
Bienville Capital Management
New York
$1.51M 52,529 +19,813 +61%
LPL Financial
16
LPL Financial
California
$1.48M 51,226 -3,108 -6%
ASN
17
Advisory Services Network
Georgia
$1.41M 48,908 -769 -2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.36M 47,315 -3,056 -6%
MWM
19
MBE Wealth Management
Wisconsin
$1.26M 43,662 +424 +1%
APW
20
Axim Planning & Wealth
Ohio
$983K 34,088 +34,088 New
RC
21
Rovin Capital
Arizona
$892K 30,951 -7,692 -20%
SPC
22
Sigma Planning Corp
Michigan
$830K 28,772 +7,081 +33%
Citadel Advisors
23
Citadel Advisors
Florida
$765K 26,546 +16,496 +164%
Wolverine Trading
24
Wolverine Trading
Illinois
$715K 24,620 +24,620 New
GRP
25
Global Retirement Partners
California
$663K 23,011 +632 +3%