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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

56 hedge funds and large institutions have $690M invested in Aptus Defined Risk ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 17 closing their positions.

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
0.97%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
7
Increased
23
Reduced
21
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$277M
2
QA
2
Quantitative Advantage
Minnesota
$4.12M
3
CIA
3
Compass Ion Advisors
Pennsylvania
$69.4M
4
SWM
4
Sugarloaf Wealth Management
Georgia
$78.3M
5
BCM
5
Bienville Capital Management
New York
$2.6M

Top Sellers

1
CAC
1
Certified Advisory Corp
Florida
$0
2
Jane Street
2
Jane Street
New York
$0
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$15M
4
SOS
4
Silver Oak Securities
Tennessee
$3.34M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.43M 56,394 -3,859 -6%
LNC
27
Lincoln National Corp
Pennsylvania
$1.3M 51,066 +43 +0.1%
AI
28
Atria Investments
North Carolina
$1.29M 50,951 +6,711 +15%
SPC
29
Sigma Planning Corp
Michigan
$1.25M 49,196 -32,729 -40%
MWM
30
Meridian Wealth Management
Kentucky
$1.21M 47,619 -29,664 -38%
VCM
31
Virtue Capital Management
Tennessee
$1.14M 44,772 -2,435 -5%
PWS
32
Precision Wealth Strategies
Missouri
$1.08M 43,029 +2,811 +7%
IA
33
IFP Advisors
Florida
$1.04M 41,325 +339 +0.8%
GWM
34
Geneos Wealth Management
Colorado
$962K 37,898 +1,548 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$928K 36,545 -45,952 -56%
SCFS
36
S.C. Financial Services
Arizona
$899K 35,415 -3,810 -10%
SG
37
StoneX Group
New York
$882K 34,734 +3,247 +10%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$802K 31,572 +5 +0%
RC
39
Rovin Capital
Arizona
$711K 28,010 -862 -3%
APW
40
Axim Planning & Wealth
Ohio
$684K 26,942 -363 -1%
ARC
41
Advisor Resource Council
Texas
$612K 24,102 +24,102 New
PAS
42
Park Avenue Securities
New York
$552K 21,746 +169 +0.8%
WIM
43
WealthPlan Investment Management
Nebraska
$386K 14,724 +14,724 New
ML
44
McAdam LLC
Pennsylvania
$310K 12,222 +21 +0.2%
CA
45
CGN Advisors
Kansas
$297K 11,699 -13,493 -54%
RJT
46
Raymond James Trust
Florida
$262K 10,334 – –
BWM
47
BCS Wealth Management
Tennessee
$240K 9,437 – –
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$208K 8,212 -544 -6%
UBS Group
49
UBS Group
Switzerland
$134K 5,286 +4,711 +819%
HI
50
Harbour Investments
Wisconsin
$101K 3,857 – –
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