DRSK icon

Aptus Defined Risk ETF
DRSK

Overview Fund Activity

38 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, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.67%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
13
Increased
17
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$237M
2
Osaic Holdings
Osaic Holdings
Arizona
$9.76M
3
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$10.4M
4
SWM
Sugarloaf Wealth Management
Georgia
$51.1M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.88M

Top Sellers

1
LPL Financial
LPL Financial
California
$4.19M
2
RJA
Raymond James & Associates
Florida
$364K
3
AF
Advisornet Financial
Minnesota
$0
4
RJT
Raymond James Trust
Florida
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
26
StoneX Group
New York
$859K +$16.7K +568 +2%
PFS
27
Prospera Financial Services
Texas
$726K +$726K +24,746 New
DAS
28
Dynamic Advisor Solutions
Arizona
$451K -$969 -33 -0.2%
Truist Financial
29
Truist Financial
North Carolina
$431K +$431K +14,687 New
RJA
30
Raymond James & Associates
Florida
$364K -$759K -25,874 -68%
IA
31
IFP Advisors
Florida
$347K -$61.8K -2,102 -15%
SCM
32
Southport Capital Management
Tennessee
$298K +$298K +10,155 New
MWM
33
MBE Wealth Management
Wisconsin
$227K +$227K +7,757 New
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$157K +$157K +5,365 New
PCIA
35
Prime Capital Investment Advisors
Kansas
$151K +$95.5K +3,253 +172%
GWM
36
Geneos Wealth Management
Colorado
$34K +$34K +17,786 New
Morgan Stanley
37
Morgan Stanley
New York
$15K -$16.3K -543 -52%
CFGS
38
Concourse Financial Group Securities
Alabama
$10K -$149K -4,988 -94%
AF
39
Advisornet Financial
Minnesota
– -$550K -17,870 Closed
RJT
40
Raymond James Trust
Florida
– -$240K -7,781 Closed
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
– -$204K -6,630 Closed
1
2