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Aptus Collared Investment Opportunity ETF

83 hedge funds and large institutions have $1.54B invested in Aptus Collared Investment Opportunity ETF in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
83
Holders Change
+10
Holders Change %
+13.7%
% of All Funds
1.2%
Holding in Top 10
25
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+31.58%
% of All Funds
0.36%
New
16
Increased
50
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$397M 9,993,284 +1,306,979 +15%
IWC
2
Integrated Wealth Concepts
Massachusetts
$172M 4,318,913 +1,403,406 +48%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$163M 4,096,687 +445,529 +12%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$113M 2,836,364 +125,625 +5%
BF
5
Brogan Financial
Tennessee
$77M 1,936,666 +48,598 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$46.8M 1,178,299 +185,560 +19%
SLC
7
Second Line Capital
Louisiana
$43.9M 1,104,496 +31,963 +3%
SWM
8
Sugarloaf Wealth Management
Georgia
$43.5M 1,094,863 +39,977 +4%
KWM
9
KFG Wealth Management
Indiana
$37M 930,120 +930,120 New
BCM
10
Bienville Capital Management
New York
$35.7M 898,404 +16,936 +2%
CG
11
Clarus Group
Texas
$35.5M 894,434 +34,917 +4%
FHC
12
First Heartland Consultants
Missouri
$34M 854,375 +46,875 +6%
MCM
13
MAI Capital Management
Ohio
$29.1M 732,686 +158,379 +28%
OP
14
ORG Partners
Indiana
$27.3M 686,480 +59,350 +9%
SFG
15
Sunburst Financial Group
Alabama
$27M 678,171 +139,339 +26%
DIM
16
Delta Investment Management
California
$24.7M 620,828 +607,599 +4,593%
WC
17
Waterloo Capital
Texas
$23.6M 593,864 +24,146 +4%
PPC
18
Park Place Capital
Alabama
$21.3M 536,190 +101,356 +23%
CIA
19
Compass Ion Advisors
Pennsylvania
$20.9M 526,784 +21,657 +4%
TA
20
TrueWealth Advisors
Alabama
$19.8M 498,435 +19,520 +4%
LPL Financial
21
LPL Financial
California
$15.3M 385,212 +80,216 +26%
NW
22
Naviter Wealth
Arkansas
$13.5M 339,301 +339,301 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$9.96M 250,548 +250,548 New
UAG
24
United Advisor Group
Ohio
$9.27M 233,268 +35,698 +18%
SOS
25
Silver Oak Securities
Tennessee
$8.9M 224,853 +20,395 +10%