Aptus Deferred Income ETF
DEFR
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 4 closing their positions.
1,800% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
31% more capital invested
Capital invested by funds: $78.9M → $103M (+$24.1M)
13.98% more ownership
Funds ownership: 78.76% → 92.74% (+14%)
8% more funds holding
Funds holding: 24 → 26 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.21M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$3.08M |
| 3 |
CIA
Compass Ion Advisors
Conshohocken,
Pennsylvania
|
+$2.59M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$856K |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$632K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TVM
True Vision MN
Woodbury,
Minnesota
|
-$886K |
| 2 |
TC
Town Capital
Bel Air,
Maryland
|
-$254K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$62.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$8.76K |
| 5 |
Rockefeller Capital Management
New York
|
-$4.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
26
Farther Finance Advisors
San Francisco,
California
| $29.5K | +$29.8K | +1,110 | New |
|
|
TVM
27
True Vision MN
Woodbury,
Minnesota
| – | -$886K | -33,164 | Closed |
|
|
TC
28
Town Capital
Bel Air,
Maryland
| – | -$254K | -9,528 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$8.76K | -328 | Closed |
|
|
30
Rockefeller Capital Management
New York
| – | -$4.35K | -163 | Closed |
|
DEFR Hedge Fund Activity: Q1 2026 in Review
26 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Aptus Deferred Income ETF (DEFR) for Q1 2026, worth a combined $103M — up 31% from $78.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DEFR positions and 4 closed out — a net gain of 2 holders — while 19 added to existing stakes and 1 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $7.21M. The largest seller was True Vision MN, exiting entirely with an estimated $886K sold.
- 26 institutional investors held Aptus Deferred Income ETF (DEFR) as of Q1 2026, up from 24 in Q4 2025.
- Funds reported $103M of Aptus Deferred Income ETF stock for Q1 2026, up 31% quarter-over-quarter.
- 6 funds opened new Aptus Deferred Income ETF positions in Q1 2026 and 4 closed out, a net change of +2 holders.
- The largest Aptus Deferred Income ETF buyer in Q1 2026 was Envestnet Asset Management, an estimated $7.21M added.
- The largest Aptus Deferred Income ETF seller in Q1 2026 was True Vision MN, an estimated $886K sold.
Based on aggregated 13F filings for Q1 2026.