Aptus Collared Investment Opportunity ETF
ACIO
134 hedge funds and large institutions have $2.38B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 35 reducing their positions, and 8 closing their positions.
188% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 8
86% more repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 35
14% more funds holding in top 10
Funds holding in top 10: 28 → 32 (+4)
12% more funds holding
Funds holding: 120 → 134 (+14)
6% more capital invested
Capital invested by funds: $2.25B → $2.38B (+$139M)
4.3% less ownership
Funds ownership: 111.67% → 107.37% (-4.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$63.7M |
| 2 |
SAI
Savvy Advisors Inc
New York
|
+$9.5M |
| 3 |
GL
Gerber LLC
Columbus,
Ohio
|
+$8.13M |
| 4 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$6.76M |
| 5 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$5.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$83.7M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$54.9M |
| 3 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
-$31.4M |
| 4 |
Two Sigma Investments
New York
|
-$6.19M |
| 5 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
-$5.34M |
ACIO Hedge Fund Activity: Q4 2025 in Review
134 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in Aptus Collared Investment Opportunity ETF (ACIO) for Q4 2025, worth a combined $2.38B — up 6.2% from $2.25B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ACIO positions and 8 closed out — a net gain of 15 holders — while 65 added to existing stakes and 35 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $63.7M. The largest seller was Envestnet Asset Management, cutting an estimated $83.7M.
- 134 institutional investors held Aptus Collared Investment Opportunity ETF (ACIO) as of Q4 2025, up from 120 in Q3 2025.
- Funds reported $2.38B of Aptus Collared Investment Opportunity ETF stock for Q4 2025, up 6.2% quarter-over-quarter.
- 23 funds opened new Aptus Collared Investment Opportunity ETF positions in Q4 2025 and 8 closed out, a net change of +15 holders.
- The largest Aptus Collared Investment Opportunity ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $63.7M added.
- The largest Aptus Collared Investment Opportunity ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $83.7M sold.
Based on aggregated 13F filings for Q4 2025.