Aptus Deferred Income ETF
DEFR
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.
113.37% more ownership
Funds ownership: 0% → 113.37% (+113%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$34.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.96M |
| 3 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$4.99M |
| 4 |
WC
Waterloo Capital
Austin,
Texas
|
+$3.89M |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$2.98M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
1
Aptus Capital Advisors
Fairhope,
Alabama
| $34.9M | +$34.4M | +1,362,704 | New |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $6.06M | +$5.96M | +236,411 | New |
|
|
PPC
3
Park Place Capital
Homewood,
Alabama
| $5.06M | +$4.99M | +197,675 | New |
|
|
WC
4
Waterloo Capital
Austin,
Texas
| $3.95M | +$3.89M | +154,151 | New |
|
|
SOS
5
Silver Oak Securities
Jackson,
Tennessee
| $3.03M | +$2.98M | +118,010 | New |
|
|
OPOWM
6
One Plus One Wealth Management
Jupiter,
Florida
| $1.96M | +$1.93M | +76,385 | New |
|
7
Jane Street
New York
| $1.25M | +$1.23M | +48,697 | New |
|
|
SHFP
8
Second Half Financial Partners
Sebring,
Florida
| $1.13M | +$1.11M | +43,903 | New |
|
|
TVM
9
True Vision MN
Woodbury,
Minnesota
| $852K | +$838K | +33,219 | New |
|
|
SLC
10
Second Line Capital
Metairie,
Louisiana
| $792K | +$779K | +30,876 | New |
|
|
IWC
11
Integrated Wealth Concepts
Waltham,
Massachusetts
| $289K | +$285K | +11,288 | New |
|
|
CCP
12
Cushing Capital Partners
Delafield,
Wisconsin
| $259K | +$255K | +10,087 | New |
|
|
HI
13
Harbour Investments
Madison,
Wisconsin
| $16.8K | +$16.5K | +655 | New |
|
DEFR Hedge Fund Activity: Q2 2025 in Review
13 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Aptus Deferred Income ETF (DEFR) for Q2 2025, worth a combined $59.6M.
Buyers outnumbered sellers: 13 funds opened new DEFR positions and 0 closed out — a net gain of 13 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $34.4M.
- 13 institutional investors held Aptus Deferred Income ETF (DEFR) as of Q2 2025, up from 0 in Q1 2025.
- Funds reported $59.6M of Aptus Deferred Income ETF stock for Q2 2025.
- 13 funds opened new Aptus Deferred Income ETF positions in Q2 2025 and 0 closed out, a net change of +13 holders.
- The largest Aptus Deferred Income ETF buyer in Q2 2025 was Aptus Capital Advisors, an estimated $34.4M added.
Based on aggregated 13F filings for Q2 2025.