DEFR

Aptus Deferred Income ETF
DEFR

Overview Fund Activity

13 hedge funds and large institutions have $59.6M invested in Aptus Deferred Income ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
13
Holders Change
+13
Holders Change %
–
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
+$34.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.06M
3
PPC
Park Place Capital
Alabama
+$5.06M
4
WC
Waterloo Capital
Texas
+$3.95M
5
SOS
Silver Oak Securities
Tennessee
+$3.03M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$34.9M +$34.9M +1,362,704 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.06M +$6.06M +236,411 New
PPC
3
Park Place Capital
Alabama
$5.06M +$5.06M +197,675 New
WC
4
Waterloo Capital
Texas
$3.95M +$3.95M +154,151 New
SOS
5
Silver Oak Securities
Tennessee
$3.03M +$3.03M +118,010 New
OPOWM
6
One Plus One Wealth Management
Florida
$1.96M +$1.96M +76,385 New
Jane Street
7
Jane Street
New York
$1.25M +$1.25M +48,697 New
SHFP
8
Second Half Financial Partners
Florida
$1.13M +$1.13M +43,903 New
TVM
9
True Vision MN
Minnesota
$852K +$852K +33,219 New
SLC
10
Second Line Capital
Louisiana
$792K +$792K +30,876 New
IWC
11
Integrated Wealth Concepts
Massachusetts
$289K +$289K +11,288 New
CCP
12
Cushing Capital Partners
Wisconsin
$259K +$259K +10,087 New
HI
13
Harbour Investments
Wisconsin
$16.8K +$16.8K +655 New