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Aptus Defined Risk ETF

89 hedge funds and large institutions have $1.69B invested in Aptus Defined Risk ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 19

7.27% more ownership

Funds ownership: 111.05%118.32% (+7.3%)

5% more capital invested

Capital invested by funds: $1.6B → $1.69B (+$87M)

4% more funds holding in top 10

Funds holding in top 10: 2526 (+1)

6% less funds holding

Funds holding: 9589 (-6)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

Holders
89
Holders Change
-6
Holders Change %
-6.32%
% of All Funds
1.1%
Holding in Top 10
26
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4%
% of All Funds
0.32%
New
12
Increased
47
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$475M +$48.7M +1,734,629 +11%
IWC
2
Integrated Wealth Concepts
Massachusetts
$202M +$40M +1,426,392 +24%
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$123M +$4.33M +154,409 +4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$56.2M +$57.7M +2,055,006 New
Corient Private Wealth
5
Corient Private Wealth
Florida
$51.9M -$64.7M -2,305,104 -55%
KWM
6
KFG Wealth Management
Indiana
$51.8M +$5.05M +179,989 +10%
DE
7
Diversified Enterprises
Delaware
$50.1M +$2.68M +95,421 +5%
SLC
8
Second Line Capital
Louisiana
$41.7M +$3.47M +123,608 +9%
CIA
9
Compass Ion Advisors
Pennsylvania
$37.4M -$217K -7,742 -0.6%
TPW
10
Talon Private Wealth
Florida
$37.2M +$38.2M +1,360,788 New
SFG
11
SevenBridge Financial Group
Pennsylvania
$35.4M +$2.55M +90,912 +8%
GL
12
Gerber LLC
Ohio
$35.1M +$1.48M +52,619 +4%
CG
13
Clarus Group
Texas
$34.6M +$26.1K +931 +0.1%
BCM
14
Brookstone Capital Management
Illinois
$30M +$577K +20,558 +2%
SAW
15
Signal Advisors Wealth
Michigan
$29.5M +$2.56M +91,312 +9%
Raymond James Financial
16
Raymond James Financial
Florida
$29.4M -$693K -24,701 -2%
BF
17
Brogan Financial
Tennessee
$27.5M +$507K +18,078 +2%
FHC
18
First Heartland Consultants
Missouri
$27M +$648K +23,079 +2%
ASN
19
Advisory Services Network
Georgia
$23.1M +$1.35M +48,158 +6%
SFG
20
Sunburst Financial Group
Alabama
$21.1M +$556K +19,819 +3%
PPC
21
Park Place Capital
Alabama
$20.7M +$2.8M +99,779 +15%
6SA
22
6th Street Advisors
Alabama
$20.7M +$21.2M +755,996 New
WC
23
Waterloo Capital
Texas
$19.6M +$1.08M +38,594 +6%
LPL Financial
24
LPL Financial
California
$18.2M -$5.53M -197,084 -23%
BCM
25
Bienville Capital Management
New York
$17.1M +$1.08M +38,425 +7%