Aptus Collared Investment Opportunity ETF
ACIO
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.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
50% more capital inflows, than outflows
Capital inflows: $273M | Capital outflows: $182M
44% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 39
4% more funds holding
Funds holding: 115 → 120 (+5)
1.15% less ownership
Funds ownership: 112.82% → 111.67% (-1.1%)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$136M |
| 2 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$27.9M |
| 3 |
Uniting Wealth Partners
Mission,
Kansas
|
+$13M |
| 4 |
Signal Advisors Wealth
Detroit,
Michigan
|
+$12.9M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$140M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
-$9.9M |
| 3 |
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$5.2M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.02M |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$3.13M |
ACIO Hedge Fund Activity: Q3 2025 in Review
120 of the 7,650 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q3 2025, worth a combined $2.25B — up 1.7% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ACIO positions and 6 closed out — a net gain of 8 holders — while 56 added to existing stakes and 39 trimmed.
The largest buyer was Corient Private Wealth, opening a new position worth an estimated $136M. The largest seller was Raymond James Financial, cutting an estimated $140M.
- 120 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q3 2025, up from 115 in Q2 2025.
- Funds reported $2.25B of Aptus Collared Investment Opportunity ETF stock for Q3 2025, up 1.7% quarter-over-quarter.
- 14 funds opened new Aptus Collared Investment Opportunity ETF positions in Q3 2025 and 6 closed out, a net change of +8 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $136M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q3 2025 was Raymond James Financial, an estimated $140M sold.
Based on aggregated 13F filings for Q3 2025.