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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

66 hedge funds and large institutions have $743M invested in Aptus Defined Risk ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
1.12%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.22%
New
15
Increased
20
Reduced
28
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$110M
2
CIA
Compass Ion Advisors
Pennsylvania
$69.8M
3
DAM
Derbend Asset Management
Georgia
$11.8M
4
FP
Fiduciary Planning
Florida
$62.4M
5
SOS
Silver Oak Securities
Tennessee
$8.82M

Top Sellers

1
PWS
Precision Wealth Strategies
Missouri
$1.06M
2
ODFS
O'Donnell Financial Services
California
$0
3
ACA
Aptus Capital Advisors
Alabama
$266M
4
SI
Stephens Inc
Arkansas
$0
5
CA
CGN Advisors
Kansas
$662K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
26
Belpointe Asset Management
Nevada
$1.86M +$109K +4,145 +6%
FAM
27
Formidable Asset Management
Ohio
$1.59M -$229K -8,619 -13%
LPL Financial
28
LPL Financial
California
$1.58M -$415K -15,802 -21%
BCM
29
Bienville Capital Management
New York
$1.57M +$657K +24,993 +72%
MA
30
Momentum Advisors
New York
$1.5M +$1.5M +56,881 New
LNC
31
Lincoln National Corp
Pennsylvania
$1.34M +$447 +17 +0%
GRP
32
Global Retirement Partners
California
$1.31M +$265K +10,076 +25%
VCM
33
Virtue Capital Management
Tennessee
$1.24M -$344K -13,099 -22%
AI
34
Atria Investments
North Carolina
$1.16M +$1.16M +44,240 New
PWS
35
Precision Wealth Strategies
Missouri
$1.06M -$17.8M -676,904 -94%
SCFS
36
S.C. Financial Services
Arizona
$1.03M +$359K +13,670 +53%
IA
37
IFP Advisors
Florida
$1.03M – – –
GWM
38
Geneos Wealth Management
Colorado
$962K -$5.69K -215 -0.6%
Wolverine Trading
39
Wolverine Trading
Illinois
$836K +$330K +12,587 +65%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$830K +$178K +6,764 +27%
SG
41
StoneX Group
New York
$828K -$73K -2,778 -8%
RC
42
Rovin Capital
Arizona
$759K -$44.1K -1,679 -5%
APW
43
Axim Planning & Wealth
Ohio
$718K +$718K +27,305 New
PFS
44
Prospera Financial Services
Texas
$692K +$26.1K +995 +4%
CA
45
CGN Advisors
Kansas
$662K -$6.58M -250,516 -91%
PAS
46
Park Avenue Securities
New York
$567K +$138K +5,240 +32%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$481K -$20.2K -770 -4%
AWM
48
Aspire Wealth Management
Massachusetts
$379K -$12K -457 -3%
MFG
49
Menard Financial Group
Texas
$356K -$604K -22,964 -63%
ML
50
McAdam LLC
Pennsylvania
$321K +$321K +12,201 New
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