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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

45 hedge funds and large institutions have $607M invested in Aptus Collared Investment Opportunity ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 8 closing their positions.

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
9
Increased
17
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$12.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$265M
3
BCM
3
Bienville Capital Management
New York
$11M
4
TA
4
TrueWealth Advisors
Alabama
$11.2M
5
WC
5
Waterloo Capital
Texas
$16.8M

Top Sellers

1
CIA
1
Compass Ion Advisors
Pennsylvania
$15.1M
2
SWM
2
Sugarloaf Wealth Management
Georgia
$30.5M
3
DAM
3
Derbend Asset Management
Georgia
$3.92M
4
FP
4
Fiduciary Planning
Florida
$25.3M
5
SOS
5
Silver Oak Securities
Tennessee
$4.24M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$265M 8,712,252 +166,774 +2%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.9M 2,460,399 -98,142 -4%
BF
3
Brogan Financial
Tennessee
$45.9M 1,509,742 +2,975 +0.2%
SWM
4
Sugarloaf Wealth Management
Georgia
$30.5M 1,001,120 -702,330 -41%
FP
5
Fiduciary Planning
Florida
$25.3M 831,939 -250,768 -23%
FHC
6
First Heartland Consultants
Missouri
$24.7M 811,169 -76,513 -9%
WC
7
Waterloo Capital
Texas
$16.8M 552,957 +69,288 +14%
CIA
8
Compass Ion Advisors
Pennsylvania
$15.1M 497,333 -798,675 -62%
ASN
9
Advisory Services Network
Georgia
$12.9M 425,429 +18,240 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.9M 424,129 +424,129 New
TA
11
TrueWealth Advisors
Alabama
$11.2M 366,444 +87,306 +31%
BCM
12
Bienville Capital Management
New York
$11M 361,630 +144,701 +67%
MCM
13
MAI Capital Management
Ohio
$8.46M 278,008 +15,542 +6%
SAG
14
Spotlight Asset Group
Illinois
$7.87M 258,603 +21,661 +9%
MFG
15
Menard Financial Group
Texas
$6.55M 215,245 -16,089 -7%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$4.81M 158,120 -64,199 -29%
SOS
17
Silver Oak Securities
Tennessee
$4.24M 139,445 -99,663 -42%
DAM
18
Derbend Asset Management
Georgia
$3.92M 128,884 -275,860 -68%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.81M 125,180 +55,842 +81%
OPOWM
20
One Plus One Wealth Management
Florida
$3.03M 99,525 -2,227 -2%
LPL Financial
21
LPL Financial
California
$2.02M 66,271 +4,125 +7%
OMC
22
Old Mission Capital
Illinois
$1.77M 58,167 +28,914 +99%
MWM
23
MBE Wealth Management
Wisconsin
$1.55M 50,773 -33,439 -40%
MOS
24
MGO One Seven
Ohio
$1.35M 44,231 +12,821 +41%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.19M 39,060 +39,060 New
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