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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

47 hedge funds and large institutions have $532M invested in Aptus Defined Risk ETF in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.82%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
8
Increased
20
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
Sugarloaf Wealth Management
Georgia
+$72M
2
FP
Fiduciary Planning
Florida
+$24M
3
ACA
Aptus Capital Advisors
Alabama
+$8.55M
4
MWM
MBE Wealth Management
Wisconsin
+$3.14M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
+$1.93M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$7.19M
2
PPW
Pasadena Private Wealth
California
-$6.95M
3
PWS
Precision Wealth Strategies
Missouri
-$5.78M
4
FAM
Formidable Asset Management
Ohio
-$2.99M
5
MFG
Menard Financial Group
Texas
-$2.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG
26
StoneX Group
New York
$969K +$52.1K +1,760 +6%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$893K +$641K +21,658 +255%
AIC
28
Ameritas Investment Company
Nebraska
$878K – – –
Koshinski Asset Management
29
Koshinski Asset Management
Illinois
$812K +$812K +27,425 New
PFS
30
Prospera Financial Services
Texas
$773K +$37.4K +1,263 +5%
OMC
31
Old Mission Capital
Illinois
$728K -$584K -19,747 -45%
Citadel Advisors
32
Citadel Advisors
Florida
$647K +$647K +21,842 New
FFA
33
Founders Financial Alliance
North Carolina
$603K +$288K +9,765 +91%
FAM
34
Formidable Asset Management
Ohio
$406K -$2.99M -100,387 -88%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$382K – – –
DAS
36
Dynamic Advisor Solutions
Arizona
$350K -$3.4K -115 -1%
PPW
37
Pasadena Private Wealth
California
$300K -$6.95M -234,812 -96%
SPC
38
Sigma Planning Corp
Michigan
$253K +$253K +8,531 New
MFG
39
Menard Financial Group
Texas
$223K -$2.98M -100,645 -93%
HI
40
Harbour Investments
Wisconsin
$215K -$26.5K -894 -11%
IA
41
IFP Advisors
Florida
$190K +$190K +6,413 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$159K – – –
UBS Group
43
UBS Group
Switzerland
$80K +$64.6K +2,193 +421%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$41K – – –
ASN
45
Advisory Services Network
Georgia
$30K +$30K +1,000 New
CFGS
46
Concourse Financial Group Securities
Alabama
$10K – – –
FCA
47
FinTrust Capital Advisors
South Carolina
$2K +$2K +80 New
CWM
48
Capital Wealth Management
Rhode Island
– -$2.36M -80,390 Closed
Jane Street
49
Jane Street
New York
– -$448K -15,281 Closed
GWM
50
Geneos Wealth Management
Colorado
– -$409K -13,950 Closed
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