Aptus Collared Investment Opportunity ETF
ACIO
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.
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: 110 → 115 (+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: 29 → 29 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$49.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$47.9M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$13.6M |
| 4 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$11.1M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NW
Naviter Wealth
Little Rock,
Arkansas
|
-$13.9M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.23M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$3.57M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.09M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.75M |
ACIO Hedge Fund Activity: Q2 2025 in Review
115 of the 7,613 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.