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Aptus Defined Risk ETF

94 hedge funds and large institutions have $1.54B invested in Aptus Defined Risk ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 49 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$51.7M
2 -$18.2M
3 -$13.8M
4
Jane Street
Jane Street
New York
-$8.27M
5
CG
Clarus Group
Texas
-$848K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
26
Brookwood Investment Group
Arizona
$11M
PW
27
Pandora Wealth
Illinois
$10.6M
SOS
28
Silver Oak Securities
Tennessee
$9.52M
CCP
29
Cushing Capital Partners
Wisconsin
$8.18M
MWM
30
MBE Wealth Management
Wisconsin
$8.11M
LRWM
31
Lord & Richards Wealth Management
Colorado
$8.08M
UAG
32
United Advisor Group
Ohio
$7.92M
EC
33
EdgeRock Capital
Colorado
$7.56M
FGG
34
Financial Guidance Group
Florida
$6.8M
PCIA
35
Prime Capital Investment Advisors
Kansas
$6.27M
MWM
36
Maripau Wealth Management
Indiana
$5.66M
SAI
37
Savvy Advisors Inc
New York
$4.91M
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$4.74M
OPOWM
39
One Plus One Wealth Management
Florida
$4.6M
SP
40
SWS Partners
Ohio
$4.53M
RIA
41
Regal Investment Advisors
Michigan
$3.59M
CW
42
Code Waechter
Florida
$3.41M
RB
43
Renasant Bank
Mississippi
$3.28M
SHFP
44
Second Half Financial Partners
Florida
$3.1M
IAA
45
Independent Advisor Alliance
North Carolina
$2.8M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$2.78M
AI
47
Atria Investments
North Carolina
$2.71M
MMM
48
Mendel Money Management
Illinois
$2.6M
LIM
49
Leavell Investment Management
Alabama
$2.45M
CWP
50
Cyndeo Wealth Partners
Florida
$2.28M