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Aptus Collared Investment Opportunity ETF
ACIO

104 hedge funds and large institutions have $1.89B invested in Aptus Collared Investment Opportunity ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

24% more funds holding

Funds holding: 84 → 104 (+20)

22% more capital invested

Capital invested by funds: $1.54B → $1.89B (+$345M)

8% more funds holding in top 10

Funds holding in top 10: 25 → 27 (+2)

5.54% more ownership

Funds ownership: 112.73% → 118.27% (+5.5%)

Holders
104
Holders Change
+20
Holders Change %
+23.81%
% of All Funds
1.37%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.36%
New
26
Increased
48
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$116M
2
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$43M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$39.1M
4
KWM
KFG Wealth Management
Indiana
+$13.6M
5
CG
Clarus Group
Texas
+$12.1M

Top Sellers

1
DIM
Delta Investment Management
California
-$7.36M
2
TA
TrueWealth Advisors
Alabama
-$5.26M
3
ARC
Advisor Resource Council
Texas
-$3.33M
4
FHC
First Heartland Consultants
Missouri
-$1.28M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$517M +$116M +2,858,183 +29%
IWC
2
Integrated Wealth Concepts
Massachusetts
$213M +$39.1M +965,771 +22%
Raymond James Financial
3
Raymond James Financial
Florida
$176M +$177M +4,371,008 New
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$157M +$43M +1,061,082 +37%
BF
5
Brogan Financial
Tennessee
$77.1M -$833K -20,570 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$52.4M +$4.98M +122,975 +10%
KWM
7
KFG Wealth Management
Indiana
$50.9M +$13.6M +335,300 +36%
CG
8
Clarus Group
Texas
$48M +$12.1M +298,612 +33%
SLC
9
Second Line Capital
Louisiana
$45.4M +$917K +22,659 +2%
SWM
10
Sugarloaf Wealth Management
Georgia
$45M +$903K +22,304 +2%
BCM
11
Bienville Capital Management
New York
$41.5M +$5.39M +133,223 +15%
FHC
12
First Heartland Consultants
Missouri
$33.1M -$1.28M -31,607 -4%
MCM
13
MAI Capital Management
Ohio
$32.1M +$2.65M +65,403 +9%
SFG
14
Sunburst Financial Group
Alabama
$31.1M +$3.82M +94,331 +14%
OP
15
ORG Partners
Indiana
$28.1M +$525K +12,959 +2%
PPC
16
Park Place Capital
Alabama
$27.6M +$6.05M +149,346 +28%
WC
17
Waterloo Capital
Texas
$24.6M +$731K +18,042 +3%
CIA
18
Compass Ion Advisors
Pennsylvania
$21.4M +$211K +5,204 +1%
DIM
19
Delta Investment Management
California
$17.7M -$7.36M -181,711 -29%
LPL Financial
20
LPL Financial
California
$17.6M +$2.1M +51,850 +13%
TA
21
TrueWealth Advisors
Alabama
$14.8M -$5.26M -129,812 -26%
ASN
22
Advisory Services Network
Georgia
$14.6M +$10.4M +257,589 +246%
SAW
23
Signal Advisors Wealth
Michigan
$13.9M +$8.03M +198,209 +134%
NW
24
Naviter Wealth
Arkansas
$13.5M -$131K -3,228 -1%
UAG
25
United Advisor Group
Ohio
$10.9M +$1.52M +37,485 +16%
1
2 3 4 5

ACIO Hedge Fund Activity: Q4 2024 in Review

104 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2024, worth a combined $1.89B — up 22% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new ACIO positions and 4 closed out — a net gain of 22 holders — while 48 added to existing stakes and 23 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $116M. The largest seller was Delta Investment Management, cutting an estimated $7.36M.

  • 104 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2024, up from 84 in Q3 2024.
  • Funds reported $1.89B of Aptus Collared Investment Opportunity ETF stock for Q4 2024, up 22% quarter-over-quarter.
  • 26 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2024 and 4 closed out, a net change of +22 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $116M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q4 2024 was Delta Investment Management, an estimated $7.36M sold.

Based on aggregated 13F filings for Q4 2024.