Aptus Collared Investment Opportunity ETF
ACIO
36 hedge funds and large institutions have $510M invested in Aptus Collared Investment Opportunity ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 10 reducing their positions, and 4 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 10
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
16% more capital invested
Capital invested by funds: $439M → $510M (+$71.8M)
6% more funds holding
Funds holding: 34 → 36 (+2)
0.9% more ownership
Funds ownership: 95.58% → 96.49% (+0.9%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$12.8M |
| 2 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$4.48M |
| 3 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.58M |
| 4 |
DAM
Derbend Asset Management
Peachtree City,
Georgia
|
+$2.1M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$2.13M |
| 2 |
MFG
Menard Financial Group
Houston,
Texas
|
-$2.06M |
| 3 |
Jane Street
New York
|
-$1.19M |
| 4 |
SCFS
S.C. Financial Services
Scottsdale,
Arizona
|
-$538K |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
-$254K |
ACIO Hedge Fund Activity: Q4 2022 in Review
36 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2022, worth a combined $510M — up 16% from $439M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ACIO positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 10 trimmed.
The largest buyer was Compass Ion Advisors, adding an estimated $12.8M. The largest seller was Precision Wealth Strategies, cutting an estimated $2.13M.
- 36 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2022, up from 34 in Q3 2022.
- Funds reported $510M of Aptus Collared Investment Opportunity ETF stock for Q4 2022, up 16% quarter-over-quarter.
- 7 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2022 and 4 closed out, a net change of +3 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2022 was Compass Ion Advisors, an estimated $12.8M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q4 2022 was Precision Wealth Strategies, an estimated $2.13M sold.
Based on aggregated 13F filings for Q4 2022.