We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

43 hedge funds and large institutions have $659M invested in Aptus Collared Investment Opportunity ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

29% more capital invested

Capital invested by funds: $510M → $659M (+$149M)

25% more funds holding in top 10

Funds holding in top 10: 12 → 15 (+3)

19% more funds holding

Funds holding: 36 → 43 (+7)

16.65% more ownership

Funds ownership: 96.49% → 113.14% (+17%)

Holders
43
Holders Change
+7
Holders Change %
+19.44%
% of All Funds
0.69%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
12
Increased
19
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$56M
2
ARC
Advisor Resource Council
Texas
+$12.1M
3
TA
TrueWealth Advisors
Alabama
+$8.03M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$7.63M
5
CIA
Compass Ion Advisors
Pennsylvania
+$5.5M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
-$4.74M
2
MFG
Menard Financial Group
Texas
-$988K
3
UBS Group
UBS Group
Switzerland
-$983K
4
Wolverine Trading
Wolverine Trading
Illinois
-$646K
5
BWA
Burt Wealth Advisors
Maryland
-$484K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$258M +$56M +1,893,473 +29%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.4M +$3.93M +132,957 +6%
SWM
3
Sugarloaf Wealth Management
Georgia
$50.4M +$2.25M +75,933 +5%
BF
4
Brogan Financial
Tennessee
$44.8M +$443K +14,990 +1%
CIA
5
Compass Ion Advisors
Pennsylvania
$42.2M +$5.5M +186,144 +15%
FP
6
Fiduciary Planning
Florida
$32.4M +$1.29M +43,595 +4%
FHC
7
First Heartland Consultants
Missouri
$27.1M -$387K -13,103 -1%
WC
8
Waterloo Capital
Texas
$14.4M +$14.1M +477,825 New
ARC
9
Advisor Resource Council
Texas
$13.9M +$12.1M +410,227 +819%
DAM
10
Derbend Asset Management
Georgia
$11.7M +$183K +6,192 +2%
TA
11
TrueWealth Advisors
Alabama
$8.2M +$8.03M +271,713 New
MCM
12
MAI Capital Management
Ohio
$8.13M +$2.14M +72,402 +37%
LC
13
Legacy CG
Texas
$7.85M -$92.1K -3,115 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.79M +$7.63M +258,012 New
SOS
15
Silver Oak Securities
Tennessee
$7.22M +$344K +11,649 +5%
MFG
16
Menard Financial Group
Texas
$7M -$988K -33,395 -13%
ASN
17
Advisory Services Network
Georgia
$6.99M +$4.88M +165,140 +248%
BCM
18
Bienville Capital Management
New York
$6.55M +$5.86K +198 +0.1%
SAG
19
Spotlight Asset Group
Illinois
$6.08M +$6.2M +209,618 New
OPOWM
20
One Plus One Wealth Management
Florida
$2.97M +$529K +17,894 +22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.75M -$41.1K -1,389 -2%
MWM
22
MBE Wealth Management
Wisconsin
$1.93M +$390K +13,200 +26%
Citadel Advisors
23
Citadel Advisors
Florida
$1.49M +$1.46M +49,454 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M -$203K -6,856 -13%
AFG
25
Atomi Financial Group
New York
$1.15M +$1.13M +38,225 New
1
2

ACIO Hedge Fund Activity: Q1 2023 in Review

43 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2023, worth a combined $659M — up 29% from $510M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ACIO positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $56M. The largest seller was Precision Wealth Strategies, cutting an estimated $4.74M.

  • 43 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2023, up from 36 in Q4 2022.
  • Funds reported $659M of Aptus Collared Investment Opportunity ETF stock for Q1 2023, up 29% quarter-over-quarter.
  • 12 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2023 and 4 closed out, a net change of +8 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2023 was Aptus Capital Advisors, an estimated $56M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q1 2023 was Precision Wealth Strategies, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2023.