Aptus Collared Investment Opportunity ETF
ACIO
110 hedge funds and large institutions have $1.87B invested in Aptus Collared Investment Opportunity ETF in 2025 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 26 reducing their positions, and 14 closing their positions.
145% more capital inflows, than outflows
Capital inflows: $170M | Capital outflows: $69.6M
119% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 26
57% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 14
7% more funds holding in top 10
Funds holding in top 10: 27 → 29 (+2)
5% more funds holding
Funds holding: 105 → 110 (+5)
34% less ownership
Funds ownership: 136.24% → 102.24% (-34%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
+$11.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$11.4M |
| 3 |
Diversified Enterprises
Wilmington,
Delaware
|
+$8.69M |
| 4 |
Signal Advisors Wealth
Detroit,
Michigan
|
+$7.6M |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$7.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
ORG Partners
Roanoke,
Indiana
|
-$28.1M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.7M |
| 3 |
Delta Investment Management
San Francisco,
California
|
-$7.81M |
| 4 |
MAI Capital Management
Independence,
Ohio
|
-$4.63M |
| 5 |
MGO One Seven
Beachwood,
Ohio
|
-$2.8M |
ACIO Hedge Fund Activity: Q1 2025 in Review
110 of the 7,481 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q1 2025, worth a combined $1.87B — down 1.1% from $1.89B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new ACIO positions and 14 closed out — a net gain of 8 holders — while 57 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial, adding an estimated $11.8M. The largest seller was ORG Partners, exiting entirely with an estimated $28.1M sold.
- 110 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q1 2025, up from 105 in Q4 2024.
- Funds reported $1.87B of Aptus Collared Investment Opportunity ETF stock for Q1 2025, down 1.1% quarter-over-quarter.
- 22 funds opened new Aptus Collared Investment Opportunity ETF positions in Q1 2025 and 14 closed out, a net change of +8 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q1 2025 was Raymond James Financial, an estimated $11.8M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q1 2025 was ORG Partners, an estimated $28.1M sold.
Based on aggregated 13F filings for Q1 2025.