Aptus Deferred Income ETF
DEFR
24 hedge funds and large institutions have $78.9M invested in Aptus Deferred Income ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 1 closing their positions.
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $64.2M → $78.9M (+$14.7M)
20% more funds holding
Funds holding: 20 → 24 (+4)
0.1% less ownership
Funds ownership: 78.86% → 78.76% (-0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$14.3M |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$1.01M |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$987K |
| 4 |
PPC
Park Place Capital
Homewood,
Alabama
|
+$716K |
| 5 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
+$592K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.8M |
| 2 |
Jane Street
New York
|
-$115K |
| 3 |
RB
Renasant Bank
Tupelo,
Mississippi
|
-$8.21K |
DEFR Hedge Fund Activity: Q4 2025 in Review
24 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Aptus Deferred Income ETF (DEFR) for Q4 2025, worth a combined $78.9M — up 23% from $64.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new DEFR positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $14.3M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $6.8M sold.
- 24 institutional investors held Aptus Deferred Income ETF (DEFR) as of Q4 2025, up from 20 in Q3 2025.
- Funds reported $78.9M of Aptus Deferred Income ETF stock for Q4 2025, up 23% quarter-over-quarter.
- 5 funds opened new Aptus Deferred Income ETF positions in Q4 2025 and 1 closed out, a net change of +4 holders.
- The largest Aptus Deferred Income ETF buyer in Q4 2025 was Aptus Capital Advisors, an estimated $14.3M added.
- The largest Aptus Deferred Income ETF seller in Q4 2025 was Envestnet Asset Management, an estimated $6.8M sold.
Based on aggregated 13F filings for Q4 2025.