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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

44 hedge funds and large institutions have $664M invested in Aptus Collared Investment Opportunity ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.69%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
4
Increased
18
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$12.7M
2
LPL Financial
2
LPL Financial
California
$1.93M
3
SWM
3
Sugarloaf Wealth Management
Georgia
$53M
4
OMC
4
Old Mission Capital
Illinois
$910K
5
GWANC
5
Guardian Wealth Advisors (North Carolina)
North Carolina
$79.6M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$251K
2
LC
2
Legacy CG
Texas
$0
3
CIA
3
Compass Ion Advisors
Pennsylvania
$40.3M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$6.92M
5
SPC
5
Sigma Planning Corp
Michigan
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$266M 8,545,478 +12,022 +0.1%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$79.6M 2,558,541 +27,343 +1%
SWM
3
Sugarloaf Wealth Management
Georgia
$53M 1,703,450 +34,271 +2%
BF
4
Brogan Financial
Tennessee
$46.9M 1,506,767 +21,836 +1%
CIA
5
Compass Ion Advisors
Pennsylvania
$40.3M 1,296,008 -101,816 -7%
FP
6
Fiduciary Planning
Florida
$33.7M 1,082,707 +10,876 +1%
FHC
7
First Heartland Consultants
Missouri
$27.6M 887,682 -11,376 -1%
WC
8
Waterloo Capital
Texas
$15M 483,669 +5,844 +1%
ASN
9
Advisory Services Network
Georgia
$12.7M 407,189 +175,557 +76%
DAM
10
Derbend Asset Management
Georgia
$12.6M 404,744 +16,987 +4%
TA
11
TrueWealth Advisors
Alabama
$8.68M 279,138 +7,425 +3%
MCM
12
MAI Capital Management
Ohio
$8.17M 262,466 -6,858 -3%
SOS
13
Silver Oak Securities
Tennessee
$7.44M 239,108 -18 -0%
SAG
14
Spotlight Asset Group
Illinois
$7.37M 236,942 +27,324 +13%
MFG
15
Menard Financial Group
Texas
$7.2M 231,334 -512 -0.2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$6.92M 222,319 -35,693 -14%
BCM
17
Bienville Capital Management
New York
$6.75M 216,929 – –
OPOWM
18
One Plus One Wealth Management
Florida
$3.17M 101,752 +3,540 +4%
MWM
19
MBE Wealth Management
Wisconsin
$2.62M 84,212 +20,225 +32%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$2.16M 69,338 -21,615 -24%
LPL Financial
21
LPL Financial
California
$1.93M 62,146 +38,457 +162%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.46M 47,181 +2,056 +5%
Citadel Advisors
23
Citadel Advisors
Florida
$1.25M 40,325 -9,129 -18%
AFG
24
Atomi Financial Group
New York
$1.17M 37,603 -622 -2%
GRP
25
Global Retirement Partners
California
$1.15M 36,984 -1,227 -3%
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