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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
TA
26
TrueWealth Advisors
Alabama
$12.8M +$1.18M +42,211 +10%
UWP
27
Uniting Wealth Partners
Kansas
$11.7M +$11.9M +425,551 New
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$9.96M -$1.09M -38,914 -10%
SOS
29
Silver Oak Securities
Tennessee
$9.76M +$680K +24,222 +7%
PC
30
Purewater Capital
Texas
$9.1M +$9.34M +332,857 New
CCP
31
Cushing Capital Partners
Wisconsin
$8.24M +$400K +14,252 +5%
UAG
32
United Advisor Group
Ohio
$8.05M +$466K +16,598 +6%
MWM
33
MBE Wealth Management
Wisconsin
$7.99M +$207K +7,360 +3%
LRWM
34
Lord & Richards Wealth Management
Colorado
$7.84M +$85.6K +3,049 +1%
EC
35
EdgeRock Capital
Colorado
$7.16M -$92.6K -3,301 -1%
PCIA
36
Prime Capital Investment Advisors
Kansas
$7M +$1.01M +35,943 +16%
FGG
37
Financial Guidance Group
Florida
$6.81M +$286K +10,192 +4%
IAA
38
Independent Advisor Alliance
North Carolina
$6.37M +$3.78M +134,530 +137%
MWM
39
Maripau Wealth Management
Indiana
$5.55M +$123K +4,398 +2%
SP
40
SWS Partners
Ohio
$5.22M +$901K +32,097 +20%
OPOWM
41
One Plus One Wealth Management
Florida
$4.61M +$198K +7,047 +4%
RIA
42
Regal Investment Advisors
Michigan
$3.63M +$180K +6,413 +5%
MMM
43
Mendel Money Management
Illinois
$3.55M +$1.08M +38,526 +42%
CW
44
Code Waechter
Florida
$3.45M +$181K +6,459 +5%
RB
45
Renasant Bank
Mississippi
$3.29M +$140K +5,005 +4%
SHFP
46
Second Half Financial Partners
Florida
$3.23M +$263K +9,367 +9%
AI
47
Atria Investments
North Carolina
$2.68M +$82.3K +2,931 +3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.61M -$59K -2,103 -2%
CWP
49
Cyndeo Wealth Partners
Florida
$2.55M +$370K +13,187 +16%
LIM
50
Leavell Investment Management
Alabama
$2.35M