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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$56M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$12.1M |
| 3 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$8.03M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.63M |
| 5 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWS
Precision Wealth Strategies
Saint Louis,
Missouri
|
-$4.74M |
| 2 |
MFG
Menard Financial Group
Houston,
Texas
|
-$988K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$983K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$646K |
| 5 |
BWA
Burt Wealth Advisors
North Bethesda,
Maryland
|
-$484K |
ACIO Hedge Fund Activity: Q1 2023 in Review
43 of the 6,283 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.