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Aptus Collared Investment Opportunity ETF

133 hedge funds and large institutions have $2.47B invested in Aptus Collared Investment Opportunity ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

3.64% more ownership

Funds ownership: 113.64%117.28% (+3.6%)

6% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 48

0% more funds holding

Funds holding: 133133 (0)

2% less capital invested

Capital invested by funds: $2.52B → $2.47B (-$49.5M)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

Holders
133
Holders Change
Holders Change %
0%
% of All Funds
1.64%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
19
Increased
51
Reduced
48
Closed
14
Calls
$441K
Puts
Net Calls
+$441K
Net Calls Change
+$441K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$682M +$43.7M +1,008,407 +7%
IWC
2
Integrated Wealth Concepts
Massachusetts
$330M +$77.2M +1,779,082 +29%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$188M +$3.98M +91,824 +2%
Corient Private Wealth
4
Corient Private Wealth
Florida
$118M -$155M -3,584,195 -56%
BF
5
Brogan Financial
Tennessee
$81.7M +$1.07M +24,647 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$69.1M +$70.9M +1,635,346 +15,664%
KWM
7
KFG Wealth Management
Indiana
$66.4M -$9.12M -210,216 -12%
Raymond James Financial
8
Raymond James Financial
Florida
$63.8M +$1.45M +33,406 +2%
SLC
9
Second Line Capital
Louisiana
$57.3M +$679K +15,646 +1%
SAW
10
Signal Advisors Wealth
Michigan
$50.4M +$3.35M +77,332 +7%
FHC
11
First Heartland Consultants
Missouri
$46M +$1.07M +24,667 +2%
CG
12
Clarus Group
Texas
$45.2M -$239K -5,498 -0.5%
SFG
13
Sunburst Financial Group
Alabama
$44.9M +$1.06M +24,455 +2%
ASN
14
Advisory Services Network
Georgia
$44.5M +$874K +20,140 +2%
PPC
15
Park Place Capital
Alabama
$43.3M -$2.14M -49,369 -5%
BCM
16
Bienville Capital Management
New York
$43.2M +$3.74M +86,309 +9%
DE
17
Diversified Enterprises
Delaware
$42M +$3.4M +78,321 +8%
WC
18
Waterloo Capital
Texas
$32M +$113K +2,611 +0.3%
6SA
19
6th Street Advisors
Alabama
$27.2M +$28.1M +648,238 New
Wells Fargo
20
Wells Fargo
California
$27M -$1.87M -43,199 -6%
CIA
21
Compass Ion Advisors
Pennsylvania
$26.2M +$797K +18,362 +3%
LPL Financial
22
LPL Financial
California
$20.8M -$2.09M -48,193 -9%
MCM
23
MAI Capital Management
Ohio
$15.9M -$10.3M -236,808 -38%
UAG
24
United Advisor Group
Ohio
$15.3M +$947K +21,830 +6%
UWP
25
Uniting Wealth Partners
Kansas
$13.8M +$14.3M +329,385 New