Aptus Collared Investment Opportunity ETF
ACIO
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.
4,250% more capital inflows, than outflows
Capital inflows: $136M | Capital outflows: $3.12M
43% more funds holding in top 10
Funds holding in top 10: 7 → 10 (+3)
36% more funds holding
Funds holding: 28 → 38 (+10)
18.17% more ownership
Funds ownership: 75% → 93.17% (+18%)
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$55M |
| 2 |
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$22.2M |
| 3 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$19M |
| 4 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.4M |
| 5 |
Derbend Asset Management
Peachtree City,
Georgia
|
+$7.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$1.22M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$795K |
| 3 |
One Plus One Wealth Management
Jupiter,
Florida
|
-$249K |
| 4 |
Rovin Capital
Mesa,
Arizona
|
-$230K |
| 5 |
Virtue Capital Management
Brentwood,
Tennessee
|
-$148K |
ACIO Hedge Fund Activity: Q2 2022 in Review
38 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2022, worth a combined $407M — up 27% from $321M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new ACIO positions and 0 closed out — a net gain of 10 holders — while 14 added to existing stakes and 12 trimmed.
The largest buyer was Guardian Wealth Advisors (North Carolina), adding an estimated $55M. The largest seller was Precision Wealth Strategies, cutting an estimated $1.22M.
- 38 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2022, up from 28 in Q1 2022.
- Funds reported $407M of Aptus Collared Investment Opportunity ETF stock for Q2 2022, up 27% quarter-over-quarter.
- 10 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2022 and 0 closed out, a net change of +10 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2022 was Guardian Wealth Advisors (North Carolina), an estimated $55M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q2 2022 was Precision Wealth Strategies, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2022.