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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

45 hedge funds and large institutions have $442M invested in Aptus Defined Risk ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
0.79%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
14
Increased
20
Reduced
8
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MWM
MBE Wealth Management
Wisconsin
$21.8M
2
ACA
Aptus Capital Advisors
Alabama
$255M
3
PPW
Pasadena Private Wealth
California
$7.18M
4
AWM
AE Wealth Management
Kansas
$5.99M
5
SCM
Southport Capital Management
Tennessee
$2.32M

Top Sellers

1
SWM
Sugarloaf Wealth Management
Georgia
$66.6K
2
PWS
Precision Wealth Strategies
Missouri
$30.2M
3
SS
Simplicity Solutions
Minnesota
$0
4
AI
Atria Investments
North Carolina
$0
5
Jane Street
Jane Street
New York
$448K
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
26
Jacobi Capital Management
Pennsylvania
$1.23M +$1.23M +41,962 New
LNC
27
Lincoln National Corp
Pennsylvania
$1.18M +$1.18M +40,265 New
SG
28
StoneX Group
New York
$908K +$50.2K +1,714 +6%
PFS
29
Prospera Financial Services
Texas
$728K +$2.49K +85 +0.3%
RJA
30
Raymond James & Associates
Florida
$674K +$310K +10,584 +85%
Jane Street
31
Jane Street
New York
$448K -$1.36M -46,552 -75%
GWM
32
Geneos Wealth Management
Colorado
$409K -$112K -3,836 -22%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$378K +$378K +12,887 New
DAS
34
Dynamic Advisor Solutions
Arizona
$350K -$100K -3,420 -22%
FFA
35
Founders Financial Alliance
North Carolina
$315K +$315K +10,700 New
AIC
36
Ameritas Investment Company
Nebraska
$254K +$254K +8,675 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$249K +$249K +8,500 New
HI
38
Harbour Investments
Wisconsin
$239K +$239K +8,156 New
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$157K – – –
HR
40
Howe & Rusling
New York
$122K +$122K +4,164 New
SWM
41
Sugarloaf Wealth Management
Georgia
$66.6K -$1.16B -1,740,994 -100%
PCIA
42
Prime Capital Investment Advisors
Kansas
$66K -$84K -2,882 -56%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$40K +$40K +1,375 New
UBS Group
44
UBS Group
Switzerland
$15K +$15K +521 New
CFGS
45
Concourse Financial Group Securities
Alabama
$10K – – –
SS
46
Simplicity Solutions
Minnesota
– -$3.65M -124,181 Closed
AI
47
Atria Investments
North Carolina
– -$2.69M -91,756 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– -$1.23M -41,834 Closed
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
– -$1.12M -38,129 Closed
Truist Financial
50
Truist Financial
North Carolina
– -$431K -14,687 Closed
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