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DEFR

Aptus Deferred Income ETF

29 hedge funds and large institutions have $131M invested in Aptus Deferred Income ETF in 2026 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

28% more capital invested

Capital invested by funds: $103M → $131M (+$28.4M)

12% more funds holding

Funds holding: 2629 (+3)

1.72% more ownership

Funds ownership: 92.74%94.47% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
20
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UAG
26
United Advisor Group
Ohio
$274K +$17.8K +670 +7%
VFA
27
Valeo Financial Advisors
Indiana
$212K +$211K +7,913 New
HI
28
Harbour Investments
Wisconsin
$68.5K +$7.98K +300 +13%
FFA
29
Farther Finance Advisors
California
$29K -$639 -24 -2%
ASN
30
Advisory Services Network
Georgia
-$59K -2,217 Closed

DEFR Hedge Fund Activity: Q2 2026 in Review

29 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Aptus Deferred Income ETF (DEFR) for Q2 2026, worth a combined $131M — up 28% from $103M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DEFR positions and 1 closed out — a net gain of 3 holders — while 20 added to existing stakes and 5 trimmed.

The largest buyer was Bienville Capital Management, opening a new position worth an estimated $13.9M. The largest seller was Jane Street, cutting an estimated $195K.

  • 29 institutional investors held Aptus Deferred Income ETF (DEFR) as of Q2 2026, up from 26 in Q1 2026.
  • Funds reported $131M of Aptus Deferred Income ETF stock for Q2 2026, up 28% quarter-over-quarter.
  • 4 funds opened new Aptus Deferred Income ETF positions in Q2 2026 and 1 closed out, a net change of +3 holders.
  • The largest Aptus Deferred Income ETF buyer in Q2 2026 was Bienville Capital Management, an estimated $13.9M added.
  • The largest Aptus Deferred Income ETF seller in Q2 2026 was Jane Street, an estimated $195K sold.

Based on aggregated 13F filings for Q2 2026.