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Aptus Defined Risk ETF

80 hedge funds and large institutions have $1.44B invested in Aptus Defined Risk ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 44 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PW
26
Pandora Wealth
Illinois
$10.7M
SOS
27
Silver Oak Securities
Tennessee
$9.38M
Jane Street
28
Jane Street
New York
$8.88M
CCP
29
Cushing Capital Partners
Wisconsin
$8.13M
LRWM
30
Lord & Richards Wealth Management
Colorado
$7.85M
UAG
31
United Advisor Group
Ohio
$7.81M
MWM
32
MBE Wealth Management
Wisconsin
$7.75M
EC
33
EdgeRock Capital
Colorado
$7.6M
FGG
34
Financial Guidance Group
Florida
$5.49M
PCIA
35
Prime Capital Investment Advisors
Kansas
$5.42M
MWM
36
Maripau Wealth Management
Indiana
$5.08M
OPOWM
37
One Plus One Wealth Management
Florida
$4.53M
SP
38
SWS Partners
Ohio
$4.4M
RB
39
Renasant Bank
Mississippi
$3.87M
CW
40
Code Waechter
Florida
$3.65M
SHFP
41
Second Half Financial Partners
Florida
$3.09M
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2.99M
LIM
43
Leavell Investment Management
Alabama
$2.48M
AI
44
Atria Investments
North Carolina
$2.37M
TVM
45
True Vision MN
Minnesota
$1.86M
MMM
46
Mendel Money Management
Illinois
$1.71M
Osaic Holdings
47
Osaic Holdings
Arizona
$1.54M
KAS
48
Kestra Advisory Services
Texas
$1.41M
RIA
49
Regal Investment Advisors
Michigan
$1.14M
IAA
50
Independent Advisor Alliance
North Carolina
$822K