Aptus Collared Investment Opportunity ETF
ACIO

$38.16

1.01%

Market Cap: $1.23B

0

Funds holding %

of 6,686 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

37% more capital invested

Capital invested by funds: $850M [Q1] → $1.17B (+$319M) [Q2]

27% more funds holding in top 10

Funds holding in top 10: 15 [Q1] → 19 (+4) [Q2]

14% more funds holding

Funds holding: 63 [Q1] → 72 (+9) [Q2]

3.68% less ownership

Funds ownership: 116.97% [Q1] → 113.29% (-3.68%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for ACIO.

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Financial journalist opinion

ACIO: Not Ideal For Fixed Income, But Still A Buy

The Aptus Collared Investment Opportunity ETF is a liquid ETF with $1.14 billion AUM, offering downside protection ideal for fixed income investors. ACIO employs a collared strategy by selling calls on individual holdings and buying puts on a basket of equities, enhancing net credit. The ETF has underperformed the broader market but offers downside risk protection, making it a reasonable Buy for investors seeking stability in a volatile economy.

ACIO: Not Ideal For Fixed Income, But Still A Buy

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