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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

45 hedge funds and large institutions have $409M invested in Aptus Defined Risk ETF in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-9
Holders Change %
-16.67%
% of All Funds
0.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
3
Increased
8
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$2.95M
3
ASN
Advisory Services Network
Georgia
$8.94M
4
OP
ORG Partners
Indiana
$279K
5
Citadel Advisors
Citadel Advisors
Florida
$541K

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$153M
2
CIA
Compass Ion Advisors
Pennsylvania
$15.2M
3
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$51.5M
4
FP
Fiduciary Planning
Florida
$20.4M
5
TA
TrueWealth Advisors
Alabama
$734K
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
26
Axim Planning & Wealth
Ohio
$481K +$82.4K +3,535 +21%
PAS
27
Park Avenue Securities
New York
$418K -$7.35K -315 -2%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$370K +$2.31K +99 +0.6%
MWM
29
Meridian Wealth Management
Kentucky
$325K -$412K -17,631 -56%
OP
30
ORG Partners
Indiana
$279K +$279K +11,952 New
ARC
31
Advisor Resource Council
Texas
$237K -$3.26K -140 -1%
BWM
32
BCS Wealth Management
Tennessee
$204K – – –
GRP
33
Global Retirement Partners
California
$115K -$1M -43,258 -90%
IA
34
IFP Advisors
Florida
$44.5K -$149K -6,413 -77%
Wells Fargo
35
Wells Fargo
California
$41.9K – – –
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$41K -$17.4K -742 -30%
Osaic Holdings
37
Osaic Holdings
Arizona
$33K -$2.27M -97,440 -99%
PTC
38
Private Trust Company
Ohio
$32.6K – – –
HI
39
Harbour Investments
Wisconsin
$25.6K -$57K -2,445 -69%
CFGS
40
Concourse Financial Group Securities
Alabama
$8K – – –
RWPA
41
Richard W. Paul & Associates
Michigan
$7.65K – – –
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$5.74K +$5.74K +246 New
FMP
43
Financial Management Professionals
Texas
$5K +$5K +220 New
FCA
44
FinTrust Capital Advisors
South Carolina
$1.87K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$186 – – –
CA
46
Cetera Advisors
Colorado
– -$1.31M -52,557 Closed
AWM
47
AE Wealth Management
Kansas
– -$665K -26,749 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$339K -13,622 Closed
Lido Advisors
49
Lido Advisors
California
– -$264K -10,606 Closed
EDRIA
50
Edmonds Duncan Registered Investment Advisors
Kansas
– -$210K -8,435 Closed
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