DEFR

Aptus Deferred Income ETF

26 hedge funds and large institutions have $103M invested in Aptus Deferred Income ETF in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$48.3M
6SA
2
6th Street Advisors
Alabama
$8.44M
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.15M
PPC
4
Park Place Capital
Alabama
$6.93M
WC
5
Waterloo Capital
Texas
$4.29M
CIA
6
Compass Ion Advisors
Pennsylvania
$3.95M
IWC
7
Integrated Wealth Concepts
Massachusetts
$3.74M
SOS
8
Silver Oak Securities
Tennessee
$3.58M
PCIA
9
Prime Capital Investment Advisors
Kansas
$3.09M
OPOWM
10
One Plus One Wealth Management
Florida
$2.3M
RIA
11
Regal Investment Advisors
Michigan
$1.59M
SLC
12
Second Line Capital
Louisiana
$1.4M
SHFP
13
Second Half Financial Partners
Florida
$1.28M
MWM
14
MBE Wealth Management
Wisconsin
$1.27M
AI
15
Atria Investments
North Carolina
$1.05M
RB
16
Renasant Bank
Mississippi
$933K
Jane Street
17
Jane Street
New York
$853K
MWM
18
Meridian Wealth Management
Kentucky
$754K
GSAM
19
Grant Street Asset Management
Pennsylvania
$612K
Osaic Holdings
20
Osaic Holdings
Arizona
$394K
CCP
21
Cushing Capital Partners
Wisconsin
$323K
IAA
22
Independent Advisor Alliance
North Carolina
$308K
UAG
23
United Advisor Group
Ohio
$255K
HI
24
Harbour Investments
Wisconsin
$60.2K
ASN
25
Advisory Services Network
Georgia
$59K