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Aptus Defined Risk ETF

54 hedge funds and large institutions have $599M invested in Aptus Defined Risk ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.85%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
5
Increased
10
Reduced
35
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
26
Virtue Capital Management
Tennessee
$764K -$59.8K -2,411 -7%
GWM
27
Geneos Wealth Management
Colorado
$741K -$37.9K -1,523 -5%
AWM
28
AE Wealth Management
Kansas
$665K -$296K -11,910 -31%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$652K -$44.4K -1,786 -6%
PAS
30
Park Avenue Securities
New York
$453K -$39.4K -1,586 -8%
APW
31
Axim Planning & Wealth
Ohio
$425K -$66.7K -2,682 -14%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$393K +$42.2K +1,697 +12%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$339K -$901K -36,244 -73%
Citadel Advisors
34
Citadel Advisors
Florida
$335K -$83.9K -3,375 -20%
Lido Advisors
35
Lido Advisors
California
$264K -$154K -6,183 -37%
ARC
36
Advisor Resource Council
Texas
$256K -$17.8M -717,849 -99%
BWM
37
BCS Wealth Management
Tennessee
$217K -$17.5K -705 -7%
EDRIA
38
Edmonds Duncan Registered Investment Advisors
Kansas
$210K -$82.2K -3,308 -28%
IA
39
IFP Advisors
Florida
$207K -$3.61K -145 -2%
ML
40
McAdam LLC
Pennsylvania
$202K -$141K -5,670 -41%
HI
41
Harbour Investments
Wisconsin
$88K -$7.46K -300 -8%
WIM
42
WealthPlan Investment Management
Nebraska
$79.1K -$165K -6,652 -68%
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$62K -$61K -2,451 -50%
WP
44
WealthPLAN Partners
Nebraska
$61.2K +$5.49K +221 +10%
Wells Fargo
45
Wells Fargo
California
$44.7K -$39.6K -1,594 -47%
PTC
46
Private Trust Company
Ohio
$34.8K
AWM
47
Avior Wealth Management
Nebraska
$23.5K -$190K -7,643 -89%
Morgan Stanley
48
Morgan Stanley
New York
$10.8K +$10.8K +434 New
CFGS
49
Concourse Financial Group Securities
Alabama
$8.53K -$671 -27 -7%
RWPA
50
Richard W. Paul & Associates
Michigan
$8.15K