DEFR

Aptus Deferred Income ETF
DEFR

20 hedge funds and large institutions have $64.2M invested in Aptus Deferred Income ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and closing their positions.

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New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding: →

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

Holders
20
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$2.24M
2
+$1.44M
3
+$906K
4
CIA
Compass Ion Advisors
Pennsylvania
+$838K
5
AI
Atria Investments
North Carolina
+$807K

Top Sellers

1
-$5.24M
2
-$705K
3
-$59.1K
4
TVM
True Vision MN
Minnesota
-$3.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$30.5M
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.8M
PPC
3
Park Place Capital
Alabama
$5.73M
WC
4
Waterloo Capital
Texas
$4.15M
SOS
5
Silver Oak Securities
Tennessee
$3.26M
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.53M
OPOWM
7
One Plus One Wealth Management
Florida
$2.11M
PCIA
8
Prime Capital Investment Advisors
Kansas
$1.44M
SHFP
9
Second Half Financial Partners
Florida
$1.09M
RB
10
Renasant Bank
Mississippi
$906K
TVM
11
True Vision MN
Minnesota
$869K
SLC
12
Second Line Capital
Louisiana
$843K
CIA
13
Compass Ion Advisors
Pennsylvania
$838K
AI
14
Atria Investments
North Carolina
$807K
Jane Street
15
Jane Street
New York
$573K
RIA
16
Regal Investment Advisors
Michigan
$557K
MWM
17
MBE Wealth Management
Wisconsin
$462K
Osaic Holdings
18
Osaic Holdings
Arizona
$362K
CCP
19
Cushing Capital Partners
Wisconsin
$281K
HI
20
Harbour Investments
Wisconsin
$17.2K