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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.58%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
7
Increased
18
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$34.9M
2
SWM
2
Sugarloaf Wealth Management
Georgia
$45.9M
3
SOS
3
Silver Oak Securities
Tennessee
$6.56M
4
DAM
4
Derbend Asset Management
Georgia
$11M
5
ACA
5
Aptus Capital Advisors
Alabama
$191M

Top Sellers

1
PWS
1
Precision Wealth Strategies
Missouri
$5.15M
2
MFG
2
Menard Financial Group
Texas
$7.65M
3
Jane Street
3
Jane Street
New York
$0
4
SCFS
4
S.C. Financial Services
Arizona
$0
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$191M +$1.98M +68,531 +1%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$69.1M -$250K -8,672 -0.4%
SWM
3
Sugarloaf Wealth Management
Georgia
$45.9M +$4.41M +152,881 +11%
BF
4
Brogan Financial
Tennessee
$42.4M +$42.4M +1,469,941 New
CIA
5
Compass Ion Advisors
Pennsylvania
$34.9M +$12.6M +437,719 +57%
FP
6
Fiduciary Planning
Florida
$29.6M +$779K +27,012 +3%
FHC
7
First Heartland Consultants
Missouri
$26.3M +$1.16M +40,388 +5%
DAM
8
Derbend Asset Management
Georgia
$11M +$2.07M +71,854 +23%
MFG
9
Menard Financial Group
Texas
$7.65M -$2.03M -70,515 -21%
LC
10
Legacy CG
Texas
$7.59M +$131K +4,536 +2%
SOS
11
Silver Oak Securities
Tennessee
$6.56M +$2.54M +88,032 +63%
BCM
12
Bienville Capital Management
New York
$6.25M +$1.52M +52,699 +32%
MCM
13
MAI Capital Management
Ohio
$5.68M -$200K -6,937 -3%
PWS
14
Precision Wealth Strategies
Missouri
$5.15M -$2.1M -72,759 -29%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.66M -$77.4K -2,683 -3%
OPOWM
16
One Plus One Wealth Management
Florida
$2.32M -$6.17K -214 -0.3%
ASN
17
Advisory Services Network
Georgia
$1.92M +$530K +18,385 +38%
UBS Group
18
UBS Group
Switzerland
$1.62M +$1.62M +56,143 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.5M +$240K +8,310 +19%
MWM
20
MBE Wealth Management
Wisconsin
$1.46M +$121K +4,193 +9%
ARC
21
Advisor Resource Council
Texas
$1.44M +$620K +21,509 +75%
GRP
22
Global Retirement Partners
California
$1.06M +$190K +6,587 +22%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$940K – – –
SPC
24
Sigma Planning Corp
Michigan
$914K +$279K +9,686 +44%
APW
25
Axim Planning & Wealth
Ohio
$821K -$173K -5,993 -17%
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