Aptus Defined Risk ETF
DRSK
39 hedge funds and large institutions have $442M invested in Aptus Defined Risk ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
113% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 8
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
35% more capital invested
Capital invested by funds: $328M → $442M (+$115M)
30% more funds holding
Funds holding: 30 → 39 (+9)
11.16% more ownership
Funds ownership: 73.29% → 84.46% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$42.2M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.69M |
| 3 |
EDRIA
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
|
+$8.39M |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$4.77M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$1.54M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$779K |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$550K |
| 4 |
RJT
Raymond James Trust
St. Petersburg,
Florida
|
-$240K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$204K |
DRSK Hedge Fund Activity: Q4 2020 in Review
39 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q4 2020, worth a combined $442M — up 35% from $328M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new DRSK positions and 4 closed out — a net gain of 9 holders — while 17 added to existing stakes and 8 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $42.2M. The largest seller was LPL Financial, cutting an estimated $1.54M.
- 39 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $442M of Aptus Defined Risk ETF stock for Q4 2020, up 35% quarter-over-quarter.
- 13 funds opened new Aptus Defined Risk ETF positions in Q4 2020 and 4 closed out, a net change of +9 holders.
- The largest Aptus Defined Risk ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $42.2M added.
- The largest Aptus Defined Risk ETF seller in Q4 2020 was LPL Financial, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2020.