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Aptus Collared Investment Opportunity ETF

120 hedge funds and large institutions have $2.25B invested in Aptus Collared Investment Opportunity ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 56 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 39

4% more funds holding

Funds holding: 115120 (+5)

2% more capital invested

Capital invested by funds: $2.21B → $2.25B (+$38.4M)

1.27% less ownership

Funds ownership: 112.94%111.67% (-1.3%)

3% less funds holding in top 10

Funds holding in top 10: 2928 (-1)

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.58%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.37%
New
14
Increased
56
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$599M -$9.95M -235,321 -2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$319M +$27.9M +660,265 +10%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$190M +$4.27M +101,087 +2%
BF
4
Brogan Financial
Tennessee
$85.7M -$454K -10,729 -0.5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$83.5M +$11.6M +273,933 +17%
KWM
6
KFG Wealth Management
Indiana
$71.1M +$6.94M +164,122 +11%
Raymond James Financial
7
Raymond James Financial
Florida
$65.2M -$140M -3,301,921 -69%
SLC
8
Second Line Capital
Louisiana
$53.1M +$558K +13,205 +1%
CG
9
Clarus Group
Texas
$48.9M +$364K +8,606 +0.8%
SAW
10
Signal Advisors Wealth
Michigan
$46.1M +$12.9M +304,057 +40%
FHC
11
First Heartland Consultants
Missouri
$45.5M +$1.76M +41,544 +4%
PPC
12
Park Place Capital
Alabama
$44.2M +$7.03M +166,174 +20%
SFG
13
Sunburst Financial Group
Alabama
$43.2M +$3.82M +90,429 +10%
ASN
14
Advisory Services Network
Georgia
$42M +$3.23M +76,505 +9%
BCM
15
Bienville Capital Management
New York
$41.4M -$2.04M -48,342 -5%
WC
16
Waterloo Capital
Texas
$36.5M +$66.5K +1,573 +0.2%
DE
17
Diversified Enterprises
Delaware
$34.4M +$5.21M +123,322 +18%
UWP
18
Uniting Wealth Partners
Kansas
$31.4M +$13M +306,726 +74%
MCM
19
MAI Capital Management
Ohio
$30.7M +$3.64M +85,989 +14%
CIA
20
Compass Ion Advisors
Pennsylvania
$25.6M +$1.08M +25,427 +5%
Wells Fargo
21
Wells Fargo
California
$25.6M +$2.31M +54,700 +10%
LPL Financial
22
LPL Financial
California
$23.8M +$2.97M +70,360 +15%
TA
23
TrueWealth Advisors
Alabama
$15M -$3.13M -74,132 -18%
UAG
24
United Advisor Group
Ohio
$14.7M +$1.34M +31,620 +10%
PW
25
Pandora Wealth
Illinois
$14.2M +$3.93K +93 +0%