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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

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.

Holders
64
Holders Change
+12
Holders Change %
+23.08%
% of All Funds
0.93%
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
1
Raymond James Financial Services Advisors
Florida
$40.6M
2
ACA
2
Aptus Capital Advisors
Alabama
$293M
3
SFG
3
Sunburst Financial Group
Alabama
$10.5M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$48.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.3M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
MFG
2
Menard Financial Group
Texas
$0
3
FHC
3
First Heartland Consultants
Missouri
$28.4M
4
KA
4
Kure Advisory
Minnesota
$0
5
D
5
Diversified
Delaware
$912K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$293M 8,120,844 +582,420 +8%
GWANC
2
Guardian Wealth Advisors (North Carolina)
North Carolina
$94.6M 2,624,366 +95,490 +4%
BF
3
Brogan Financial
Tennessee
$67.1M 1,861,458 +80,281 +5%
IWC
4
Integrated Wealth Concepts
Massachusetts
$48.5M 1,345,645 +285,077 +27%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$40.6M 1,125,463 +646,661 +135%
SWM
6
Sugarloaf Wealth Management
Georgia
$37.5M 1,040,355 +85,611 +9%
SLC
7
Second Line Capital
Louisiana
$36.4M 1,009,708 +48,382 +5%
FHC
8
First Heartland Consultants
Missouri
$28.4M 788,431 -36,683 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$24.3M 673,394 +230,418 +52%
WC
10
Waterloo Capital
Texas
$20.5M 568,431 +18,944 +3%
CIA
11
Compass Ion Advisors
Pennsylvania
$18M 498,931 -8,790 -2%
TA
12
TrueWealth Advisors
Alabama
$14.6M 404,968 +18,165 +5%
ASN
13
Advisory Services Network
Georgia
$13.4M 371,323 +55,919 +18%
MCM
14
MAI Capital Management
Ohio
$13.2M 365,378 +59,304 +19%
BCM
15
Bienville Capital Management
New York
$13M 360,630 -500 -0.1%
SAG
16
Spotlight Asset Group
Illinois
$11.4M 317,633 +59,030 +23%
SFG
17
Sunburst Financial Group
Alabama
$10.5M 291,211 +291,211 New
SOS
18
Silver Oak Securities
Tennessee
$6.25M 173,506 +11,092 +7%
LFAS
19
Level Four Advisory Services
Texas
$5.97M 179,984 +6,400 +4%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$5.1M 141,485 -5,390 -4%
UAG
21
United Advisor Group
Ohio
$4.84M 134,266 +134,266 New
LPL Financial
22
LPL Financial
California
$4.79M 132,947 +59,979 +82%
PPC
23
Park Place Capital
Alabama
$4.4M 122,224 +122,224 New
OPOWM
24
One Plus One Wealth Management
Florida
$3.9M 108,154 +7,917 +8%
MWM
25
MBE Wealth Management
Wisconsin
$3.3M 91,547 +28,667 +46%
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