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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

62 hedge funds and large institutions have $673M invested in Aptus Defined Risk ETF in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.98%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
12
Increased
25
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$293M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$20.6M
3
CAC
Certified Advisory Corp
Florida
$8.08M
4
SI
Stephens Inc
Arkansas
$9.03M
5
SWM
Sugarloaf Wealth Management
Georgia
$86.6M

Top Sellers

1
WP
WealthPLAN Partners
Nebraska
$9.26M
2
MWM
MBE Wealth Management
Wisconsin
$2.7M
3
PWS
Precision Wealth Strategies
Missouri
$20.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$724K
5
OMC
Old Mission Capital
Illinois
$778K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
26
Formidable Asset Management
Ohio
$1.91M -$153K -5,470 -7%
ECA
27
Elevated Capital Advisors
Utah
$1.89M +$1.89M +67,692 New
BAM
28
Belpointe Asset Management
Nevada
$1.86M +$1.86M +66,624 New
SCM
29
Southport Capital Management
Tennessee
$1.72M -$23.8K -852 -1%
VCM
30
Virtue Capital Management
Tennessee
$1.69M +$222K +7,928 +15%
Jane Street
31
Jane Street
New York
$1.51M -$219K -7,829 -13%
LNC
32
Lincoln National Corp
Pennsylvania
$1.43M +$112 +4 +0%
GRP
33
Global Retirement Partners
California
$1.07M +$1.07M +39,585 New
CPP
34
Capasso Planning Partners
South Carolina
$1.06M – – –
IA
35
IFP Advisors
Florida
$1.03M +$862K +34,428 +525%
GWM
36
Geneos Wealth Management
Colorado
$1.02M +$1.02M +36,565 New
MFG
37
Menard Financial Group
Texas
$1.02M +$1.96K +70 +0.2%
BCM
38
Bienville Capital Management
New York
$974K – – –
SG
39
StoneX Group
New York
$958K -$38.6K -1,380 -4%
RC
40
Rovin Capital
Arizona
$855K +$34.9K +1,246 +4%
OMC
41
Old Mission Capital
Illinois
$778K -$1.45M -51,642 -65%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$724K -$3.78M -135,108 -84%
SCFS
43
S.C. Financial Services
Arizona
$715K +$11.2K +401 +2%
PFS
44
Prospera Financial Services
Texas
$709K -$28.4K -1,015 -4%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$694K +$91K +3,251 +15%
Osaic Holdings
46
Osaic Holdings
Arizona
$578K +$45.7K +9,634 +9%
Wolverine Trading
47
Wolverine Trading
Illinois
$540K +$78.2K +2,792 +17%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$533K -$65.7K -2,350 -11%
PAS
49
Park Avenue Securities
New York
$457K +$90.6K +3,237 +25%
AWM
50
Aspire Wealth Management
Massachusetts
$416K +$3.16K +113 +0.8%
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