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Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

103 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, 47 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
103
Holders Change
+20
Holders Change %
+24.1%
% 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
47
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$176M
2
ACA
2
Aptus Capital Advisors
Alabama
$517M
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$157M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$213M
5
KWM
5
KFG Wealth Management
Indiana
$50.9M

Top Sellers

1
DIM
1
Delta Investment Management
California
$17.7M
2
TA
2
TrueWealth Advisors
Alabama
$14.8M
3
ARC
3
Advisor Resource Council
Texas
$0
4
FHC
4
First Heartland Consultants
Missouri
$33.1M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$517M 12,851,467 +2,858,183 +29%
IWC
2
Integrated Wealth Concepts
Massachusetts
$213M 5,284,684 +965,771 +22%
Raymond James Financial
3
Raymond James Financial
Florida
$176M 4,371,008 +4,371,008 New
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$157M 3,897,446 +1,061,082 +37%
BF
5
Brogan Financial
Tennessee
$77.1M 1,916,096 -20,570 -1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$52.4M 1,301,274 +122,975 +10%
KWM
7
KFG Wealth Management
Indiana
$50.9M 1,265,420 +335,300 +36%
CG
8
Clarus Group
Texas
$48M 1,193,046 +298,612 +33%
SLC
9
Second Line Capital
Louisiana
$45.4M 1,127,155 +22,659 +2%
SWM
10
Sugarloaf Wealth Management
Georgia
$45M 1,117,167 +22,304 +2%
BCM
11
Bienville Capital Management
New York
$41.5M 1,031,627 +133,223 +15%
FHC
12
First Heartland Consultants
Missouri
$33.1M 822,768 -31,607 -4%
MCM
13
MAI Capital Management
Ohio
$32.1M 798,089 +65,403 +9%
SFG
14
Sunburst Financial Group
Alabama
$31.1M 772,502 +94,331 +14%
OP
15
ORG Partners
Indiana
$28.1M 699,439 +12,959 +2%
PPC
16
Park Place Capital
Alabama
$27.6M 685,536 +149,346 +28%
WC
17
Waterloo Capital
Texas
$24.6M 611,906 +18,042 +3%
CIA
18
Compass Ion Advisors
Pennsylvania
$21.4M 531,988 +5,204 +1%
DIM
19
Delta Investment Management
California
$17.7M 439,117 -181,711 -29%
LPL Financial
20
LPL Financial
California
$17.6M 437,062 +51,850 +13%
TA
21
TrueWealth Advisors
Alabama
$14.8M 368,623 -129,812 -26%
ASN
22
Advisory Services Network
Georgia
$14.6M 362,125 +257,589 +246%
SAW
23
Signal Advisors Wealth
Michigan
$13.9M 345,846 +198,209 +134%
NW
24
Naviter Wealth
Arkansas
$13.5M 336,073 -3,228 -1%
UAG
25
United Advisor Group
Ohio
$10.9M 270,753 +37,485 +16%
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