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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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

54% more funds holding

Funds holding: 13 → 20 (+7)

8% more capital invested

Capital invested by funds: $59.6M → $64.2M (+$4.6M)

34.51% less ownership

Funds ownership: 113.37% → 78.86% (-35%)

Holders
20
Holders Change
+7
Holders Change %
+53.85%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
8
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWC
Integrated Wealth Concepts
Massachusetts
+$2.2M
2
PCIA
Prime Capital Investment Advisors
Kansas
+$1.42M
3
RB
Renasant Bank
Mississippi
+$893K
4
CIA
Compass Ion Advisors
Pennsylvania
+$826K
5
AI
Atria Investments
North Carolina
+$795K

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$5.16M
2
Jane Street
Jane Street
New York
-$695K
3
SHFP
Second Half Financial Partners
Florida
-$58.3K
4
TVM
True Vision MN
Minnesota
-$3.05K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$30.5M -$5.16M -199,358 -15%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$6.8M +$581K +22,428 +9%
PPC
3
Park Place Capital
Alabama
$5.73M +$535K +20,668 +10%
WC
4
Waterloo Capital
Texas
$4.15M +$105K +4,061 +3%
SOS
5
Silver Oak Securities
Tennessee
$3.26M +$161K +6,234 +5%
IWC
6
Integrated Wealth Concepts
Massachusetts
$2.53M +$2.2M +85,137 +754%
OPOWM
7
One Plus One Wealth Management
Florida
$2.11M +$105K +4,067 +5%
PCIA
8
Prime Capital Investment Advisors
Kansas
$1.44M +$1.42M +54,897 New
SHFP
9
Second Half Financial Partners
Florida
$1.09M -$58.3K -2,251 -5%
RB
10
Renasant Bank
Mississippi
$906K +$893K +34,508 New
TVM
11
True Vision MN
Minnesota
$869K -$3.05K -118 -0.4%
SLC
12
Second Line Capital
Louisiana
$843K +$31.6K +1,221 +4%
CIA
13
Compass Ion Advisors
Pennsylvania
$838K +$826K +31,893 New
AI
14
Atria Investments
North Carolina
$807K +$795K +30,723 New
Jane Street
15
Jane Street
New York
$573K -$695K -26,865 -55%
RIA
16
Regal Investment Advisors
Michigan
$557K +$549K +21,204 New
MWM
17
MBE Wealth Management
Wisconsin
$462K +$456K +17,604 New
Osaic Holdings
18
Osaic Holdings
Arizona
$362K +$357K +13,787 New
CCP
19
Cushing Capital Partners
Wisconsin
$281K +$16.1K +622 +6%
HI
20
Harbour Investments
Wisconsin
$17.2K – – –

DEFR Hedge Fund Activity: Q3 2025 in Review

20 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Deferred Income ETF (DEFR) for Q3 2025, worth a combined $64.2M — up 7.7% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DEFR positions and 0 closed out — a net gain of 7 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Integrated Wealth Concepts, adding an estimated $2.2M. The largest seller was Aptus Capital Advisors, cutting an estimated $5.16M.

  • 20 institutional investors held Aptus Deferred Income ETF (DEFR) as of Q3 2025, up from 13 in Q2 2025.
  • Funds reported $64.2M of Aptus Deferred Income ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 7 funds opened new Aptus Deferred Income ETF positions in Q3 2025 and 0 closed out, a net change of +7 holders.
  • The largest Aptus Deferred Income ETF buyer in Q3 2025 was Integrated Wealth Concepts, an estimated $2.2M added.
  • The largest Aptus Deferred Income ETF seller in Q3 2025 was Aptus Capital Advisors, an estimated $5.16M sold.

Based on aggregated 13F filings for Q3 2025.