We are live on ! Find out more
ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

64 hedge funds and large institutions have $850M invested in Aptus Collared Investment Opportunity ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

23% more funds holding

Funds holding: 52 → 64 (+12)

21% more capital invested

Capital invested by funds: $702M → $850M (+$148M)

0.84% more ownership

Funds ownership: 116.18% → 117.02% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 15 → 15 (0)

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.92%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
20
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$22.3M
2
ACA
Aptus Capital Advisors
Alabama
+$20.1M
3
SFG
Sunburst Financial Group
Alabama
+$10.1M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$9.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.96M

Top Sellers

1
OP
ORG Partners
Indiana
-$16.7M
2
MFG
Menard Financial Group
Texas
-$6.42M
3
FHC
First Heartland Consultants
Missouri
-$1.27M
4
KA
Kure Advisory
Minnesota
-$1.19M
5
D
Diversified
Delaware
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$293M +$20.1M +582,420 +8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$94.6M +$3.3M +95,490 +4%
BF
3
Brogan Financial
Tennessee
$67.1M +$2.77M +80,281 +5%
IWC
4
Integrated Wealth Concepts
Massachusetts
$48.5M +$9.85M +285,077 +27%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$40.6M +$22.3M +646,661 +135%
SWM
6
Sugarloaf Wealth Management
Georgia
$37.5M +$2.96M +85,611 +9%
SLC
7
Second Line Capital
Louisiana
$36.4M +$1.67M +48,382 +5%
FHC
8
First Heartland Consultants
Missouri
$28.4M -$1.27M -36,683 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.3M +$7.96M +230,418 +52%
WC
10
Waterloo Capital
Texas
$20.5M +$654K +18,944 +3%
CIA
11
Compass Ion Advisors
Pennsylvania
$18M -$304K -8,790 -2%
TA
12
TrueWealth Advisors
Alabama
$14.6M +$627K +18,165 +5%
ASN
13
Advisory Services Network
Georgia
$13.4M +$1.93M +55,919 +18%
MCM
14
MAI Capital Management
Ohio
$13.2M +$2.05M +59,304 +19%
BCM
15
Bienville Capital Management
New York
$13M -$17.3K -500 -0.1%
SAG
16
Spotlight Asset Group
Illinois
$11.4M +$2.04M +59,030 +23%
SFG
17
Sunburst Financial Group
Alabama
$10.5M +$10.1M +291,211 New
SOS
18
Silver Oak Securities
Tennessee
$6.25M +$383K +11,092 +7%
LFAS
19
Level Four Advisory Services
Texas
$5.97M +$221K +6,400 +4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$5.1M -$186K -5,390 -4%
UAG
21
United Advisor Group
Ohio
$4.84M +$4.64M +134,266 New
LPL Financial
22
LPL Financial
California
$4.79M +$2.07M +59,979 +82%
PPC
23
Park Place Capital
Alabama
$4.4M +$4.22M +122,224 New
OPOWM
24
One Plus One Wealth Management
Florida
$3.9M +$273K +7,917 +8%
MWM
25
MBE Wealth Management
Wisconsin
$3.3M +$990K +28,667 +46%
1
2 3

ACIO Hedge Fund Activity: Q1 2024 in Review

64 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2024, worth a combined $850M — up 21% from $702M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ACIO positions and 6 closed out — a net gain of 14 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $22.3M. The largest seller was ORG Partners, exiting entirely with an estimated $16.7M sold.

  • 64 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2024, up from 52 in Q4 2023.
  • Funds reported $850M of Aptus Collared Investment Opportunity ETF stock for Q1 2024, up 21% quarter-over-quarter.
  • 20 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2024 and 6 closed out, a net change of +14 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $22.3M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q1 2024 was ORG Partners, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2024.