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Aptus Collared Investment Opportunity ETF

115 hedge funds and large institutions have $2.21B invested in Aptus Collared Investment Opportunity ETF in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 32

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

18% more capital invested

Capital invested by funds: $1.87B → $2.21B (+$339M)

5% more funds holding

Funds holding: 110115 (+5)

2.47% more ownership

Funds ownership: 110.47%112.94% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 2929 (0)

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.51%
Holding in Top 10
29
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
16
Increased
56
Reduced
32
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$581M +$47.9M +1,217,144 +9%
IWC
2
Integrated Wealth Concepts
Massachusetts
$276M +$49.7M +1,263,526 +23%
Raymond James Financial
3
Raymond James Financial
Florida
$199M +$5.4M +137,396 +3%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$177M +$11.1M +283,439 +7%
BF
5
Brogan Financial
Tennessee
$82.2M +$1.94M +49,365 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$68.3M +$7.09M +180,278 +12%
KWM
7
KFG Wealth Management
Indiana
$61M +$3.96M +100,758 +7%
SLC
8
Second Line Capital
Louisiana
$50.1M +$1.76M +44,689 +4%
CG
9
Clarus Group
Texas
$46.2M -$397K -10,089 -0.9%
FHC
10
First Heartland Consultants
Missouri
$41.6M +$6.54M +166,307 +20%
BCM
11
Bienville Capital Management
New York
$41.5M -$2.29M -58,318 -5%
SFG
12
Sunburst Financial Group
Alabama
$37.5M +$1.79M +45,513 +5%
ASN
13
Advisory Services Network
Georgia
$37.2M +$13.6M +344,758 +63%
PPC
14
Park Place Capital
Alabama
$35.3M +$3.54M +89,943 +12%
WC
15
Waterloo Capital
Texas
$34.8M +$2.71M +68,989 +9%
SAW
16
Signal Advisors Wealth
Michigan
$31.3M +$8.73M +221,927 +41%
DE
17
Diversified Enterprises
Delaware
$27.7M +$7.64M +194,379 +41%
MCM
18
MAI Capital Management
Ohio
$25.7M -$2.48M -63,106 -9%
CIA
19
Compass Ion Advisors
Pennsylvania
$23.4M +$329K +8,374 +2%
Wells Fargo
20
Wells Fargo
California
$22.1M +$1.99M +50,514 +10%
LPL Financial
21
LPL Financial
California
$19.8M +$771K +19,598 +4%
TA
22
TrueWealth Advisors
Alabama
$17.4M +$884K +22,481 +6%
UWP
23
Uniting Wealth Partners
Kansas
$17.2M +$9.75M +248,052 +148%
WAT
24
Wealth Advisory Team
Kentucky
$14.7M +$14M +356,175 New
PW
25
Pandora Wealth
Illinois
$13.5M -$187K -4,752 -1%

ACIO Hedge Fund Activity: Q2 2025 in Review

115 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q2 2025, worth a combined $2.21B — up 18% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ACIO positions and 10 closed out — a net gain of 6 holders — while 56 added to existing stakes and 32 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $49.7M. The largest seller was Naviter Wealth, exiting entirely with an estimated $13.9M sold.

  • 115 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q2 2025, up from 110 in Q1 2025.
  • Funds reported $2.21B of Aptus Collared Investment Opportunity ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 16 funds opened new Aptus Collared Investment Opportunity ETF positions in Q2 2025 and 10 closed out, a net change of +6 holders.
  • The largest Aptus Collared Investment Opportunity ETF buyer in Q2 2025 was Integrated Wealth Concepts, an estimated $49.7M added.
  • The largest Aptus Collared Investment Opportunity ETF seller in Q2 2025 was Naviter Wealth, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.