Aptus Collared Investment Opportunity ETF (ACIO) Institutional Ownership

$35.24
+0.07 (+0.20%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$31.13M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$23.27M
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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
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%
2/14/2024Waterloo Capital L.P.549,487$18.22M2.9%-0.6%2.986%
1/29/2024ORG 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%
11/3/2023ORG Partners LLC7,687$234K0.1%N/A0.042%
8/9/2023Spotlight Asset Group Inc.236,942$7.37M6.6%+13.0%1.288%
8/2/2023MAI Capital Management262,466$8.17M0.1%-2.5%1.356%
7/18/2023Virtue 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%
5/10/2023MAI Capital Management269,324$8.13M0.1%+36.8%1.392%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC6,874$208K0.0%N/A0.036%
5/5/2023Silver 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%
2/10/2023CoreCap Advisors LLC2,214$64K0.0%N/A0.000%
2/9/2023MAI 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%
2/2/2023Silver 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, 10 institutional investors and hedge funds held shares of Aptus Collared Investment Opportunity ETF. The most heavily invested institutionals were Sugarloaf Wealth Management LLC ($37.49M), Waterloo Capital L.P. ($18.22M), ORG Partners LLC ($16.71M), MAI Capital Management ($8.17M), Spotlight Asset Group Inc. ($7.37M), Silver Oak Securities Incorporated ($7.22M), and Park Place Capital Corp ($4.40M).Learn more on ACIO's institutional investors.

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

The following institutional investors have purchased Aptus Collared Investment Opportunity ETF stock in the last 24 months: ORG Partners LLC ($504.00K), Sugarloaf Wealth Management LLC ($348.70K), Park Place Capital Corp ($122.22K), MAI Capital Management ($72.40K), Silver Oak Securities Incorporated ($41.73K), Spotlight Asset Group Inc. ($27.32K), and Nelson Van Denburg & Campbell Wealth Management Group LLC ($6.87K).

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

Institutional investors have bought a total of 1,125,460 shares in the last 24 months. This purchase volume represents approximately $36.47M 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), and Virtue Capital Management LLC ($963.00).

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

Institutional investors have sold a total of 766,934 shares in the last 24 months. This volume of shares sold represents approximately $23.47M in transactions.


This page (BATS:ACIO) was last updated on 4/24/2024 by MarketBeat.com Staff

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