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Aptus Collared Investment Opportunity ETF
ACIO

74 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 16 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

38% more capital invested

Capital invested by funds: $850M → $1.17B (+$320M)

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more funds holding

Funds holding: 64 → 74 (+10)

3.6% less ownership

Funds ownership: 117.02% → 113.41% (-3.6%)

Holders
74
Holders Change
+10
Holders Change %
+15.63%
% of All Funds
1.07%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
16
Increased
35
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$91.5M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$56.9M
3
CG
Clarus Group
Texas
+$30.8M
4
OP
ORG Partners
Indiana
+$22.7M
5
ACA
Aptus Capital Advisors
Alabama
+$20.5M

Top Sellers

1
ASN
Advisory Services Network
Georgia
-$9.66M
2
Jane Street
Jane Street
New York
-$1.37M
3
PAG
Private Advisor Group
New Jersey
-$1.28M
4
ARC
Advisor Resource Council
Texas
-$1.21M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$836K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$327M +$20.5M +565,461 +7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$137M +$91.5M +2,525,695 +224%
IWC
3
Integrated Wealth Concepts
Massachusetts
$110M +$56.9M +1,569,862 +117%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$102M +$3.13M +86,373 +3%
BF
5
Brogan Financial
Tennessee
$71M +$964K +26,610 +1%
SLC
6
Second Line Capital
Louisiana
$40.4M +$2.28M +62,825 +6%
SWM
7
Sugarloaf Wealth Management
Georgia
$39.7M +$526K +14,531 +1%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$37.4M +$11.6M +319,345 +47%
BCM
9
Bienville Capital Management
New York
$33.2M +$18.9M +520,838 +144%
CG
10
Clarus Group
Texas
$32.3M +$30.8M +851,132 +10,151%
OP
11
ORG Partners
Indiana
$23.7M +$22.7M +627,130 New
MCM
12
MAI Capital Management
Ohio
$21.6M +$7.57M +208,929 +57%
WC
13
Waterloo Capital
Texas
$21.4M +$46.6K +1,287 +0.2%
SFG
14
Sunburst Financial Group
Alabama
$20.3M +$8.97M +247,621 +85%
CIA
15
Compass Ion Advisors
Pennsylvania
$18.2M +$224K +6,196 +1%
TA
16
TrueWealth Advisors
Alabama
$18M +$2.68M +73,947 +18%
PPC
17
Park Place Capital
Alabama
$16.4M +$11.3M +312,610 +256%
SAG
18
Spotlight Asset Group
Illinois
$11.7M -$210K -5,785 -2%
LPL Financial
19
LPL Financial
California
$11.5M +$6.23M +172,049 +129%
SOS
20
Silver Oak Securities
Tennessee
$7.69M +$1.12M +30,952 +18%
UAG
21
United Advisor Group
Ohio
$7.43M +$2.29M +63,304 +47%
LFAS
22
Level Four Advisory Services
Texas
$6.85M +$74.4K +2,055 +1%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$5.93M +$581K +16,048 +11%
OPOWM
24
One Plus One Wealth Management
Florida
$4.2M +$124K +3,421 +3%
ASN
25
Advisory Services Network
Georgia
$3.93M -$9.66M -266,787 -72%
1
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ACIO Hedge Fund Activity: Q2 2024 in Review

74 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2024, worth a combined $1.17B — up 38% from $850M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACIO positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $91.5M. The largest seller was Advisory Services Network, cutting an estimated $9.66M.

  • 74 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2024, up from 64 in Q1 2024.
  • Funds reported $1.17B of Aptus Collared Investment Opportunity ETF stock for Q2 2024, up 38% quarter-over-quarter.
  • 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2024 and 5 closed out, a net change of +11 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2024 was Raymond James Financial Services Advisors, an estimated $91.5M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2024 was Advisory Services Network, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2024.