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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

50 hedge funds and large institutions have $408M invested in Aptus Defined Risk ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
9
Increased
11
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OP
ORG Partners
Indiana
$17.9M
2
IWC
Integrated Wealth Concepts
Massachusetts
$14M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$10.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.8M
5
Jane Street
Jane Street
New York
$5.81M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$123M
2
FP
Fiduciary Planning
Florida
$0
3
BF
Brogan Financial
Tennessee
$20.9M
4
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$45.5M
5
ASN
Advisory Services Network
Georgia
$2.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
26
Atomi Financial Group
New York
$703K -$7.03K -279 -1%
Citadel Advisors
27
Citadel Advisors
Florida
$528K -$57.3K -2,273 -10%
PAS
28
Park Avenue Securities
New York
$443K -$9K -357 -2%
CAS
29
Coppell Advisory Solutions
Texas
$345K +$345K +13,675 New
MWM
30
Meridian Wealth Management
Kentucky
$330K -$20.1K -799 -6%
VCM
31
Virtue Capital Management
Tennessee
$297K -$479K -19,007 -62%
APW
32
Axim Planning & Wealth
Ohio
$268K -$252K -9,987 -48%
OMC
33
Old Mission Capital
Illinois
$246K +$246K +9,761 New
TA
34
TrueWealth Advisors
Alabama
$223K -$570K -22,636 -72%
BWM
35
BCS Wealth Management
Tennessee
$220K – – –
GRP
36
Global Retirement Partners
California
$129K +$2.57K +101 +2%
Wells Fargo
37
Wells Fargo
California
$91K +$45.7K +1,813 +101%
IA
38
IFP Advisors
Florida
$47K -$1.08K -43 -2%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$37K -$6.88K -274 -16%
PTC
40
Private Trust Company
Ohio
$35.3K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$32.3K -$3.33K -132 -9%
SAM
42
Smartleaf Asset Management
Massachusetts
$11.3K +$11.3K +447 New
CFGS
43
Concourse Financial Group Securities
Alabama
$8.49K -$151 -6 -2%
RWPA
44
Richard W. Paul & Associates
Michigan
$8.27K – – –
GWM
45
Geneos Wealth Management
Colorado
$7.33K -$588K -23,324 -99%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$6.2K – – –
FMP
47
Financial Management Professionals
Texas
$6K – – –
HI
48
Harbour Investments
Wisconsin
$3.2K -$24.4K -969 -88%
Morgan Stanley
49
Morgan Stanley
New York
$124 +$124 +4 New
Fidelity Investments
50
Fidelity Investments
Massachusetts
$76 +$76 +3 New
1
2
3