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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

52 hedge funds and large institutions have $702M invested in Aptus Collared Investment Opportunity ETF in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
52
Holders Change
+7
Holders Change %
+15.56%
% of All Funds
0.76%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
12
Increased
20
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWC
1
Integrated Wealth Concepts
Massachusetts
$35.2M
2
SLC
2
Second Line Capital
Louisiana
$31.9M
3
OP
3
ORG Partners
Indiana
$16.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$15.9M
5
BF
5
Brogan Financial
Tennessee
$59.1M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$250M
2
FP
2
Fiduciary Planning
Florida
$1.18M
3
DAM
3
Derbend Asset Management
Georgia
$0
4
ASN
4
Advisory Services Network
Georgia
$10.5M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$250M 7,538,424 -1,173,828 -13%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.9M 2,528,876 +68,477 +3%
BF
3
Brogan Financial
Tennessee
$59.1M 1,781,177 +271,435 +18%
IWC
4
Integrated Wealth Concepts
Massachusetts
$35.2M 1,060,568 +1,052,499 +13,044%
SLC
5
Second Line Capital
Louisiana
$31.9M 961,326 +961,326 New
SWM
6
Sugarloaf Wealth Management
Georgia
$31.7M 954,744 -46,376 -5%
FHC
7
First Heartland Consultants
Missouri
$27.4M 825,114 +13,945 +2%
WC
8
Waterloo Capital
Texas
$18.2M 549,487 -3,470 -0.6%
CIA
9
Compass Ion Advisors
Pennsylvania
$16.8M 507,721 +10,388 +2%
OP
10
ORG Partners
Indiana
$16.7M 503,995 +496,308 +6,456%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$15.9M 478,802 +353,622 +282%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$14.7M 442,976 +18,847 +4%
TA
13
TrueWealth Advisors
Alabama
$12.8M 386,803 +20,359 +6%
BCM
14
Bienville Capital Management
New York
$12M 361,130 -500 -0.1%
ASN
15
Advisory Services Network
Georgia
$10.5M 315,404 -110,025 -26%
MCM
16
MAI Capital Management
Ohio
$10.1M 306,074 +28,066 +10%
SAG
17
Spotlight Asset Group
Illinois
$7.87M 258,603 – –
MFG
18
Menard Financial Group
Texas
$6.42M 193,527 -21,718 -10%
LFAS
19
Level Four Advisory Services
Texas
$5.76M 173,584 +173,584 New
SOS
20
Silver Oak Securities
Tennessee
$5.39M 162,414 +22,969 +16%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$4.87M 146,875 -11,245 -7%
OPOWM
22
One Plus One Wealth Management
Florida
$3.32M 100,237 +712 +0.7%
LPL Financial
23
LPL Financial
California
$2.42M 72,968 +6,697 +10%
MWM
24
MBE Wealth Management
Wisconsin
$2.09M 62,880 +12,107 +24%
AI
25
Atria Investments
North Carolina
$1.73M 52,124 +52,124 New
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