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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

61 hedge funds and large institutions have $703M invested in Aptus Defined Risk ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
0.98%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.22%
New
12
Increased
20
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$273M
2
ARC
Advisor Resource Council
Texas
$18.9M
3
TA
TrueWealth Advisors
Alabama
$9.27M
4
SWM
Sugarloaf Wealth Management
Georgia
$62.1M
5
ASN
Advisory Services Network
Georgia
$5.54M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$128K
2
CIA
Compass Ion Advisors
Pennsylvania
$58.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.3M
4
OMC
Old Mission Capital
Illinois
$0
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.32M +$2.26K +87 +0.2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.3M -$5.12M -196,984 -80%
GRP
28
Global Retirement Partners
California
$1.24M +$71.1K +2,755 +6%
AFG
29
Atomi Financial Group
New York
$1.18M +$1.18M +45,515 New
AWM
30
AE Wealth Management
Kansas
$1M -$988K -38,034 -50%
MWM
31
Meridian Wealth Management
Kentucky
$942K -$122K -4,709 -11%
SPC
32
Sigma Planning Corp
Michigan
$941K -$127K -4,904 -12%
VCM
33
Virtue Capital Management
Tennessee
$855K +$117K +4,546 +16%
GWM
34
Geneos Wealth Management
Colorado
$813K -$80.1K -3,085 -9%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$727K -$67.8K -2,612 -9%
PAS
36
Park Avenue Securities
New York
$515K -$32K -1,232 -6%
APW
37
Axim Planning & Wealth
Ohio
$513K -$43.6K -1,678 -8%
RC
38
Rovin Capital
Arizona
$490K -$202K -7,780 -29%
Citadel Advisors
39
Citadel Advisors
Florida
$438K -$515K -19,847 -54%
Lido Advisors
40
Lido Advisors
California
$436K +$436K +16,789 New
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$366K -$75.2K -2,895 -17%
ML
42
McAdam LLC
Pennsylvania
$358K +$358K +13,792 New
EDRIA
43
Edmonds Duncan Registered Investment Advisors
Kansas
$305K +$305K +11,743 New
BAM
44
Belpointe Asset Management
Nevada
$292K -$261K -10,068 -47%
WIM
45
WealthPlan Investment Management
Nebraska
$255K -$137K -5,260 -35%
BWM
46
BCS Wealth Management
Tennessee
$245K – – –
AWM
47
Avior Wealth Management
Nebraska
$223K +$223K +8,587 New
IA
48
IFP Advisors
Florida
$212K -$638K -25,518 -75%
GSEP
49
Golden State Equity Partners
California
$209K +$209K +8,043 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$130K -$237K -9,139 -65%
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