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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

67 hedge funds and large institutions have $615M invested in Aptus Defined Risk ETF in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 12 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+11
Holders Change %
+19.64%
% of All Funds
1.08%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
17
Increased
12
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$8.68M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.38M
3
SOS
Silver Oak Securities
Tennessee
+$4.47M
4
Jane Street
Jane Street
New York
+$2.61M
5
OMC
Old Mission Capital
Illinois
+$2.54M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$61M
2
SWM
Sugarloaf Wealth Management
Georgia
-$22.8M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
-$22.4M
4
FP
Fiduciary Planning
Florida
-$22.1M
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
-$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
26
Lincoln National Corp
Pennsylvania
$1.31M +$1.79K +70 +0.1%
LPL Financial
27
LPL Financial
California
$1.3M -$147K -5,749 -10%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$1.18M +$1.18M +46,179 New
GRP
29
Global Retirement Partners
California
$1.16M -$446K -17,441 -28%
ARC
30
Advisor Resource Council
Texas
$1.06M +$440K +17,200 +71%
SPC
31
Sigma Planning Corp
Michigan
$1.05M -$206K -8,041 -16%
MWM
32
Meridian Wealth Management
Kentucky
$1.05M -$170K -6,656 -14%
Citadel Advisors
33
Citadel Advisors
Florida
$940K +$940K +36,708 New
GWM
34
Geneos Wealth Management
Colorado
$881K -$89.5K -3,496 -9%
IA
35
IFP Advisors
Florida
$852K -$184K -7,342 -18%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$784K -$24.7K -964 -3%
VCM
37
Virtue Capital Management
Tennessee
$733K -$413K -16,122 -36%
SG
38
StoneX Group
New York
$721K -$177K -6,829 -20%
RC
39
Rovin Capital
Arizona
$682K -$35.3K -1,377 -5%
APW
40
Axim Planning & Wealth
Ohio
$549K -$141K -5,495 -20%
BAM
41
Belpointe Asset Management
Nevada
$546K -$1.01M -39,332 -65%
PAS
42
Park Avenue Securities
New York
$539K -$17.6K -686 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$435K +$225K +8,780 +107%
WIM
44
WealthPlan Investment Management
Nebraska
$392K +$9.57K +369 +3%
WP
45
WealthPLAN Partners
Nebraska
$390K +$390K +15,093 New
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$362K +$362K +14,139 New
Wolverine Trading
47
Wolverine Trading
Illinois
$303K +$303K +11,844 New
RJT
48
Raymond James Trust
Florida
$265K – – –
SCFS
49
S.C. Financial Services
Arizona
$245K -$661K -25,834 -73%
TSS
50
Two Sigma Securities
New York
$244K +$244K +9,512 New
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