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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.52B invested in Aptus Collared Investment Opportunity ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

94% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 34

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

12% more capital invested

Capital invested by funds: $2.25B → $2.52B (+$278M)

11% more funds holding

Funds holding: 120133 (+13)

1.96% more ownership

Funds ownership: 111.67%113.64% (+2%)

Holders
133
Holders Change
+13
Holders Change %
+10.83%
% of All Funds
1.62%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.39%
New
22
Increased
66
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$666M +$63.7M +1,456,136 +11%
Corient Private Wealth
2
Corient Private Wealth
Florida
$279M +$139M +3,170,680 +99%
IWC
3
Integrated Wealth Concepts
Massachusetts
$266M -$54.9M -1,255,719 -17%
GWANC
4
Guardian Wealth Advisors (North Carolina)
North Carolina
$191M +$544K +12,444 +0.3%
BF
5
Brogan Financial
Tennessee
$84M -$2.32M -53,091 -3%
KWM
6
KFG Wealth Management
Indiana
$78.3M +$6.76M +154,498 +9%
Raymond James Financial
7
Raymond James Financial
Florida
$65M -$559K -12,783 -0.9%
SLC
8
Second Line Capital
Louisiana
$54.7M +$1.22M +27,860 +2%
SAW
9
Signal Advisors Wealth
Michigan
$49.1M +$2.77M +63,235 +6%
CG
10
Clarus Group
Texas
$47.4M -$1.83M -41,859 -4%
PPC
11
Park Place Capital
Alabama
$47.3M +$2.81M +64,136 +6%
FHC
12
First Heartland Consultants
Missouri
$46.9M +$1.1M +25,147 +2%
SFG
13
Sunburst Financial Group
Alabama
$45.7M +$2.14M +48,974 +5%
ASN
14
Advisory Services Network
Georgia
$45.4M +$3.17M +72,522 +7%
BCM
15
Bienville Capital Management
New York
$41.3M -$412K -9,407 -1%
DE
16
Diversified Enterprises
Delaware
$40.3M +$5.75M +131,502 +17%
WC
17
Waterloo Capital
Texas
$33.2M -$3.58M -81,766 -10%
Wells Fargo
18
Wells Fargo
California
$30M +$4.29M +98,051 +17%
MCM
19
MAI Capital Management
Ohio
$27M -$3.9M -89,128 -13%
CIA
20
Compass Ion Advisors
Pennsylvania
$26.5M +$706K +16,140 +3%
LPL Financial
21
LPL Financial
California
$23.8M -$157K -3,589 -0.7%
WAT
22
Wealth Advisory Team
Kentucky
$15.7M +$15.7M +359,182 New
UAG
23
United Advisor Group
Ohio
$15M +$200K +4,578 +1%
PW
24
Pandora Wealth
Illinois
$14.2M -$29.4K -671 -0.2%
SOS
25
Silver Oak Securities
Tennessee
$14.1M +$532K +12,158 +4%