ACIO icon

Aptus Collared Investment Opportunity ETF
ACIO

Overview Fund Activity

109 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, 25 reducing their positions, and 14 closing their positions.

Holders
109
Holders Change
+6
Holders Change %
+5.83%
% of All Funds
1.48%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
22
Increased
57
Reduced
25
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$181M
2
Wells Fargo
2
Wells Fargo
California
$18.7M
3
DE
3
Diversified Enterprises
Delaware
$18.3M
4
SAW
4
Signal Advisors Wealth
Michigan
$20.7M
5
ASN
5
Advisory Services Network
Georgia
$21.1M

Top Sellers

1
OP
1
ORG Partners
Indiana
$0
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$0
3
DIM
3
Delta Investment Management
California
$9.47M
4
MCM
4
MAI Capital Management
Ohio
$26.4M
5
MOS
5
MGO One Seven
Ohio
$458K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$496M 12,813,316 -38,151 -0.3%
IWC
2
Integrated Wealth Concepts
Massachusetts
$209M 5,411,427 +126,743 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$181M 4,665,430 +294,422 +7%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$154M 3,983,609 +86,163 +2%
BF
5
Brogan Financial
Tennessee
$74.9M 1,935,771 +19,675 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$56.8M 1,468,948 +167,674 +13%
KWM
7
KFG Wealth Management
Indiana
$53.1M 1,373,229 +107,809 +9%
SLC
8
Second Line Capital
Louisiana
$45.1M 1,165,331 +38,176 +3%
CG
9
Clarus Group
Texas
$43.6M 1,126,987 -66,059 -6%
BCM
10
Bienville Capital Management
New York
$41M 1,060,353 +28,726 +3%
SFG
11
Sunburst Financial Group
Alabama
$33.3M 859,881 +87,379 +11%
FHC
12
First Heartland Consultants
Missouri
$32.5M 839,558 +16,790 +2%
WC
13
Waterloo Capital
Texas
$29.8M 770,605 +158,699 +26%
PPC
14
Park Place Capital
Alabama
$29.5M 762,096 +76,560 +11%
MCM
15
MAI Capital Management
Ohio
$26.4M 683,006 -115,083 -14%
CIA
16
Compass Ion Advisors
Pennsylvania
$21.5M 556,052 +24,064 +5%
ASN
17
Advisory Services Network
Georgia
$21.1M 546,076 +183,951 +51%
SAW
18
Signal Advisors Wealth
Michigan
$20.7M 535,020 +189,174 +55%
Wells Fargo
19
Wells Fargo
California
$18.7M 484,239 +284,227 +142%
DE
20
Diversified Enterprises
Delaware
$18.3M 473,814 +216,061 +84%
LPL Financial
21
LPL Financial
California
$17.7M 458,551 +21,489 +5%
TA
22
TrueWealth Advisors
Alabama
$15.4M 398,008 +29,385 +8%
NW
23
Naviter Wealth
Arkansas
$13.9M 358,884 +22,811 +7%
PW
24
Pandora Wealth
Illinois
$12.8M 331,173 +331,173 New
MWM
25
MBE Wealth Management
Wisconsin
$12.1M 311,465 +178,560 +134%
1
2 3 4 5