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Aptus Collared Investment Opportunity ETF

34 hedge funds and large institutions have $414M invested in Aptus Collared Investment Opportunity ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.59%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.21%
New
5
Increased
15
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$185M 6,571,452 +544,278 +9%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$67.6M 2,406,913 -6,488 -0.3%
SWM
3
Sugarloaf Wealth Management
Georgia
$40.5M 1,440,365 +10,962 +0.8%
FP
4
Fiduciary Planning
Florida
$28.1M 1,001,224 +9,567 +1%
CIA
5
Compass Ion Advisors
Pennsylvania
$21.7M 773,961 +32,024 +4%
MFG
6
Menard Financial Group
Texas
$9.44M 335,756 +4,848 +1%
DAM
7
Derbend Asset Management
Georgia
$8.7M 309,711 +53,631 +21%
PWS
8
Precision Wealth Strategies
Missouri
$7.34M 251,554 -5,996 -2%
LC
9
Legacy CG
Texas
$7.27M 258,759 +258,759 New
SAG
10
Spotlight Asset Group
Illinois
$6.08M 209,618 +209,618 New
MCM
11
MAI Capital Management
Ohio
$5.73M 203,859 +29,856 +17%
BCM
12
Bienville Capital Management
New York
$4.61M 164,032 +111,503 +212%
SOS
13
Silver Oak Securities
Tennessee
$4.24M 139,445 -17,991 -11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.67M 95,025 +47,710 +101%
OPOWM
15
One Plus One Wealth Management
Florida
$2.26M 80,532 +92 +0.1%
ASN
16
Advisory Services Network
Georgia
$1.35M 48,107 -801 -2%
MWM
17
MBE Wealth Management
Wisconsin
$1.31M 46,594 +2,932 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.23M 43,671 -9,130 -17%
Jane Street
19
Jane Street
New York
$1.19M 42,374 +42,374 New
APW
20
Axim Planning & Wealth
Ohio
$969K 34,476 +388 +1%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$917K 32,616 +32,616 New
GRP
22
Global Retirement Partners
California
$890K 30,159 +7,148 +31%
ARC
23
Advisor Resource Council
Texas
$803K 28,576 +28,576 New
LPL Financial
24
LPL Financial
California
$755K 26,864 -24,362 -48%
RC
25
Rovin Capital
Arizona
$754K 26,842 -4,109 -13%