Aptus Collared Investment Opportunity ETF
ACIO
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 43 → 44 (+1)
1% more capital invested
Capital invested by funds: $659M → $664M (+$5.05M)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
1.68% less ownership
Funds ownership: 113.14% → 111.46% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$5.33M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.17M |
| 3 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$1.04M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$888K |
| 5 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$13.7M |
| 2 |
LC
Legacy CG
Plano,
Texas
|
-$7.85M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
-$3.09M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$1.08M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$958K |
ACIO Hedge Fund Activity: Q2 2023 in Review
44 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2023, worth a combined $664M — up 0.77% from $659M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ACIO positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Advisory Services Network, adding an estimated $5.33M. The largest seller was Advisor Resource Council, cutting an estimated $13.7M.
- 44 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2023, up from 43 in Q1 2023.
- Funds reported $664M of Aptus Collared Investment Opportunity ETF stock for Q2 2023, up 0.77% quarter-over-quarter.
- 4 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2023 and 3 closed out, a net change of +1 holder.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2023 was Advisory Services Network, an estimated $5.33M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q2 2023 was Advisor Resource Council, an estimated $13.7M sold.
Based on aggregated 13F filings for Q2 2023.