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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

73 hedge funds and large institutions have $1.17B invested in Aptus Collared Investment Opportunity ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

Holders
73
Holders Change
+9
Holders Change %
+14.06%
% of All Funds
1.06%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
15
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$137M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$110M
3
CG
3
Clarus Group
Texas
$32.3M
4
OP
4
ORG Partners
Indiana
$23.7M
5
ACA
5
Aptus Capital Advisors
Alabama
$327M

Top Sellers

1
ASN
1
Advisory Services Network
Georgia
$3.93M
2
Jane Street
2
Jane Street
New York
$0
3
PAG
3
Private Advisor Group
New Jersey
$0
4
ARC
4
Advisor Resource Council
Texas
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$451K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$327M 8,686,305 +565,461 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$137M 3,651,158 +2,525,695 +224%
IWC
3
Integrated Wealth Concepts
Massachusetts
$110M 2,915,507 +1,569,862 +117%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$102M 2,710,739 +86,373 +3%
BF
5
Brogan Financial
Tennessee
$71M 1,888,068 +26,610 +1%
SLC
6
Second Line Capital
Louisiana
$40.4M 1,072,533 +62,825 +6%
SWM
7
Sugarloaf Wealth Management
Georgia
$39.7M 1,054,886 +14,531 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$37.4M 992,739 +319,345 +47%
BCM
9
Bienville Capital Management
New York
$33.2M 881,468 +520,838 +144%
CG
10
Clarus Group
Texas
$32.3M 859,517 +851,132 +10,151%
OP
11
ORG Partners
Indiana
$23.7M 627,130 +627,130 New
MCM
12
MAI Capital Management
Ohio
$21.6M 574,307 +208,929 +57%
WC
13
Waterloo Capital
Texas
$21.4M 569,718 +1,287 +0.2%
SFG
14
Sunburst Financial Group
Alabama
$20.3M 538,832 +247,621 +85%
CIA
15
Compass Ion Advisors
Pennsylvania
$18.2M 505,127 +6,196 +1%
TA
16
TrueWealth Advisors
Alabama
$18M 478,915 +73,947 +18%
PPC
17
Park Place Capital
Alabama
$16.4M 434,834 +312,610 +256%
SAG
18
Spotlight Asset Group
Illinois
$11.7M 311,848 -5,785 -2%
LPL Financial
19
LPL Financial
California
$11.5M 304,996 +172,049 +129%
SOS
20
Silver Oak Securities
Tennessee
$7.69M 204,458 +30,952 +18%
UAG
21
United Advisor Group
Ohio
$7.43M 197,570 +63,304 +47%
LFAS
22
Level Four Advisory Services
Texas
$6.85M 182,039 +2,055 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5.93M 157,533 +16,048 +11%
OPOWM
24
One Plus One Wealth Management
Florida
$4.2M 111,575 +3,421 +3%
ASN
25
Advisory Services Network
Georgia
$3.93M 104,536 -266,787 -72%
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