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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$22.3M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$20.1M |
| 3 |
SFG
Sunburst Financial Group
Vestavia Hills,
Alabama
|
+$10.1M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$9.85M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$16.7M |
| 2 |
MFG
Menard Financial Group
Houston,
Texas
|
-$6.42M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$1.27M |
| 4 |
KA
Kure Advisory
Plymouth,
Minnesota
|
-$1.19M |
| 5 |
D
Diversified
Wilmington,
Delaware
|
-$610K |
ACIO Hedge Fund Activity: Q1 2024 in Review
64 of the 6,958 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.