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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.

New
Increased
Maintained
Reduced
Closed

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)

6% more funds holding

Funds holding: 104 → 110 (+6)

1% less capital invested

Capital invested by funds: $1.89B → $1.87B (-$19.9M)

7.8% less ownership

Funds ownership: 118.27% → 110.47% (-7.8%)

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% 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
26
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
Raymond James Financial
Florida
+$11.8M
2
Wells Fargo
Wells Fargo
California
+$11.4M
3
DE
Diversified Enterprises
Delaware
+$8.69M
4
SAW
Signal Advisors Wealth
Michigan
+$7.6M
5
ASN
Advisory Services Network
Georgia
+$7.39M

Top Sellers

1
OP
ORG Partners
Indiana
-$28.1M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.66M
3
DIM
Delta Investment Management
California
-$7.81M
4
MCM
MAI Capital Management
Ohio
-$4.63M
5
MOS
MGO One Seven
Ohio
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$496M -$1.53M -38,151 -0.3%
IWC
2
Integrated Wealth Concepts
Massachusetts
$209M +$5.09M +126,743 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$181M +$11.8M +294,422 +7%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$154M +$3.46M +86,163 +2%
BF
5
Brogan Financial
Tennessee
$74.9M +$791K +19,675 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$56.8M +$6.74M +167,674 +13%
KWM
7
KFG Wealth Management
Indiana
$53.1M +$4.33M +107,809 +9%
SLC
8
Second Line Capital
Louisiana
$45.1M +$1.53M +38,176 +3%
CG
9
Clarus Group
Texas
$43.6M -$2.66M -66,059 -6%
BCM
10
Bienville Capital Management
New York
$41M +$1.15M +28,726 +3%
SFG
11
Sunburst Financial Group
Alabama
$33.3M +$3.51M +87,379 +11%
FHC
12
First Heartland Consultants
Missouri
$32.5M +$675K +16,790 +2%
WC
13
Waterloo Capital
Texas
$29.8M +$6.38M +158,699 +26%
PPC
14
Park Place Capital
Alabama
$29.5M +$3.08M +76,560 +11%
MCM
15
MAI Capital Management
Ohio
$26.4M -$4.63M -115,083 -14%
CIA
16
Compass Ion Advisors
Pennsylvania
$21.5M +$967K +24,064 +5%
ASN
17
Advisory Services Network
Georgia
$21.1M +$7.39M +183,951 +51%
SAW
18
Signal Advisors Wealth
Michigan
$20.7M +$7.6M +189,174 +55%
Wells Fargo
19
Wells Fargo
California
$18.7M +$11.4M +284,227 +142%
DE
20
Diversified Enterprises
Delaware
$18.3M +$8.69M +216,061 +84%
LPL Financial
21
LPL Financial
California
$17.7M +$864K +21,489 +5%
TA
22
TrueWealth Advisors
Alabama
$15.4M +$1.18M +29,385 +8%
NW
23
Naviter Wealth
Arkansas
$13.9M +$917K +22,811 +7%
PW
24
Pandora Wealth
Illinois
$12.8M +$13.3M +331,173 New
MWM
25
MBE Wealth Management
Wisconsin
$12.1M +$7.18M +178,560 +134%
1
2 3 4 5

ACIO Hedge Fund Activity: Q1 2025 in Review

110 of the 7,457 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 104 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.