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Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership

Aptus Collared Investment Opportunity ETF logo
$40.52 +0.04 (+0.10%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Aptus Collared Investment Opportunity ETF (BATS:ACIO)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$79.75M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.80M
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ACIO Institutional Buying and Selling by Quarter

Aptus Collared Investment Opportunity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/14/2024 Captrust Financial Advisors26,552$1.06M0.0%-11.1%0.109%
11/8/2024 Avior Wealth Management LLC2,741$109K0.0%-12.3%0.011%
11/7/2024 MAI Capital Management732,686$29.12M0.3%+27.6%3.005%
10/30/2024 United Advisor Group LLC233,268$9.27M2.1%+18.1%0.957%
10/29/2024 Farther Finance Advisors LLC16,131$641K0.0%+52.4%0.066%
10/22/2024 Maripau Wealth Management LLC78,821$3.13M2.7%+87.5%0.323%
10/11/2024 ORG Partners LLC686,480$27.28M4.4%+9.5%2.816%
10/8/2024 Sugarloaf Wealth Management LLC1,094,863$43.51M8.2%+3.8%4.491%
10/8/2024 Park Place Capital Corp536,190$21.31M6.1%+23.3%2.199%
8/12/2024 Waterloo Capital L.P.569,718$21.44M2.6%+0.2%2.337%
7/31/2024 Farther Finance Advisors LLC10,584$400K0.0%+70.9%0.043%
7/16/2024 ORG Partners LLC627,130$23.70M3.0%N/A2.572%
7/8/2024 Sugarloaf Wealth Management LLC1,054,886$39.70M8.0%+1.4%4.327%
7/2/2024 Park Place Capital Corp434,834$16.36M5.2%+255.8%1.784%
5/15/2024 Transcendent Capital Group LLC4,700$169K0.1%N/A0.019%
5/8/2024 MAI Capital Management365,378$13.17M0.1%+19.4%1.499%
4/23/2024 Sugarloaf Wealth Management LLC1,040,355$37.49M7.1%+9.0%4.832%
4/18/2024 Park Place Capital Corp122,224$4.40M1.6%N/A0.568%
2/14/2024 Waterloo Capital L.P.549,487$18.22M2.9%-0.6%2.986%
1/29/2024 ORG Partners LLC503,995$16.71M2.8%+6,456.5%2.739%
1/10/2024 Sugarloaf Wealth Management LLC954,744$31.66M6.9%-4.6%5.189%
11/13/2023 Sugarloaf Wealth Management LLC1,001,120$30.46M6.9%-41.2%5.441%
11/3/2023 ORG Partners LLC7,687$234K0.1%N/A0.042%
8/9/2023Spotlight Asset Group Inc.236,942$7.37M6.6%+13.0%1.288%
8/2/2023 MAI Capital Management262,466$8.17M0.1%-2.5%1.356%
7/18/2023 Virtue Capital Management LLC17,522$546K0.1%-5.2%0.091%
7/13/2023 Sugarloaf Wealth Management LLC1,703,450$52.99M12.4%+2.1%8.803%
5/10/2023 MAI Capital Management269,324$8.13M0.1%+36.8%1.392%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC6,874$208K0.0%N/A0.036%
5/5/2023 Silver Oak Securities Incorporated239,126$7.22M1.2%+5.1%1.236%
4/26/2023 Sugarloaf Wealth Management LLC1,669,179$50.39M12.4%+4.8%9.121%
2/10/2023 CoreCap Advisors LLC2,214$64K0.0%N/A0.000%
2/9/2023 MAI Capital Management196,922$5.68M0.1%-3.4%0.000%
2/3/2023 Sugarloaf Wealth Management LLC1,593,246$45.93M11.5%+10.6%0.000%
2/2/2023 Silver Oak Securities Incorporated227,477$6.56M1.2%+15.2%0.000%
(Data available from 1/1/2016 forward)

ACIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ACIO shares?

During the previous two years, 16 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($43.51M), MAI Capital Management ($29.12M), ORG Partners LLC ($27.28M), Waterloo Capital L.P. ($21.44M), Park Place Capital Corp ($21.31M), United Advisor Group LLC ($9.27M), and Spotlight Asset Group Inc. ($7.37M).Learn more on ACIO's institutional investors.

Which institutional investors have been buying Aptus Collared Investment Opportunity ETF stock?

Of the 13 institutional investors that purchased Aptus Collared Investment Opportunity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: ORG Partners LLC ($1.19M), Park Place Capital Corp ($536.19K), Sugarloaf Wealth Management LLC ($403.20K), MAI Capital Management ($290.09K), Silver Oak Securities Incorporated ($41.73K), Maripau Wealth Management LLC ($36.78K), and United Advisor Group LLC ($35.70K).

How much institutional buying is happening at Aptus Collared Investment Opportunity ETF?

Institutional investors have bought a total of 2,586,500 shares in the last 24 months. This purchase volume represents approximately $92.27M in transactions.

Which Aptus Collared Investment Opportunity ETF major shareholders have been selling company stock?

The following institutional investors have sold Aptus Collared Investment Opportunity ETF stock in the last 24 months: Sugarloaf Wealth Management LLC ($748.71K), MAI Capital Management ($13.80K), Waterloo Capital L.P. ($3.47K), Captrust Financial Advisors ($3.31K), Virtue Capital Management LLC ($963.00), and Avior Wealth Management LLC ($384.00).

How much institutional selling is happening at Aptus Collared Investment Opportunity ETF?

Institutional investors have sold a total of 770,632 shares in the last 24 months. This volume of shares sold represents approximately $23.61M in transactions.



This page (BATS:ACIO) was last updated on 11/21/2024 by MarketBeat.com Staff
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