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Aptus Collared Investment Opportunity ETF

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.

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
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$258M 8,533,456 +1,893,473 +29%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$76.4M 2,531,198 +132,957 +6%
SWM
3
Sugarloaf Wealth Management
Georgia
$50.4M 1,669,179 +75,933 +5%
BF
4
Brogan Financial
Tennessee
$44.8M 1,484,931 +14,990 +1%
CIA
5
Compass Ion Advisors
Pennsylvania
$42.2M 1,397,824 +186,144 +15%
FP
6
Fiduciary Planning
Florida
$32.4M 1,071,831 +43,595 +4%
FHC
7
First Heartland Consultants
Missouri
$27.1M 899,058 -13,103 -1%
WC
8
Waterloo Capital
Texas
$14.4M 477,825 +477,825 New
ARC
9
Advisor Resource Council
Texas
$13.9M 460,312 +410,227 +819%
DAM
10
Derbend Asset Management
Georgia
$11.7M 387,757 +6,192 +2%
TA
11
TrueWealth Advisors
Alabama
$8.2M 271,713 +271,713 New
MCM
12
MAI Capital Management
Ohio
$8.13M 269,324 +72,402 +37%
LC
13
Legacy CG
Texas
$7.85M 260,180 -3,115 -1%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.79M 258,012 +258,012 New
SOS
15
Silver Oak Securities
Tennessee
$7.22M 239,126 +11,649 +5%
MFG
16
Menard Financial Group
Texas
$7M 231,846 -33,395 -13%
ASN
17
Advisory Services Network
Georgia
$6.99M 231,632 +165,140 +248%
BCM
18
Bienville Capital Management
New York
$6.55M 216,929 +198 +0.1%
SAG
19
Spotlight Asset Group
Illinois
$6.08M 209,618 +209,618 New
OPOWM
20
One Plus One Wealth Management
Florida
$2.97M 98,212 +17,894 +22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.75M 90,953 -1,389 -2%
MWM
22
MBE Wealth Management
Wisconsin
$1.93M 63,987 +13,200 +26%
Citadel Advisors
23
Citadel Advisors
Florida
$1.49M 49,454 +49,454 New
Osaic Holdings
24
Osaic Holdings
Arizona
$1.37M 45,125 -6,856 -13%
AFG
25
Atomi Financial Group
New York
$1.15M 38,225 +38,225 New