Aptus Collared Investment Opportunity ETF
ACIO
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.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
2.41% more ownership
Funds ownership: 93.17% → 95.58% (+2.4%)
2% more capital invested
Capital invested by funds: $407M → $414M (+$7.06M)
11% less funds holding
Funds holding: 38 → 34 (-4)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$16.2M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
+$7.72M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$7.02M |
| 4 |
BCM
Bienville Capital Management
New York
|
+$3.33M |
| 5 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
+$1.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$765K |
| 3 |
LPL Financial
San Diego,
California
|
-$727K |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$537K |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
-$366K |
ACIO Hedge Fund Activity: Q3 2022 in Review
34 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q3 2022, worth a combined $414M — up 1.7% from $407M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of ACIO and 5 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Aptus Capital Advisors, adding an estimated $16.2M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.75M sold.
- 34 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q3 2022, down from 38 in Q2 2022.
- Funds reported $414M of Aptus Collared Investment Opportunity ETF stock for Q3 2022, up 1.7% quarter-over-quarter.
- 5 funds opened new Aptus Collared Investment Opportunity ETF positions in Q3 2022 and 9 closed out, a net change of -4 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q3 2022 was Aptus Capital Advisors, an estimated $16.2M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q3 2022 was Old Mission Capital, an estimated $1.75M sold.
Based on aggregated 13F filings for Q3 2022.