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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

49 hedge funds and large institutions have $495M invested in Aptus Defined Risk ETF in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.71%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.14%
New
11
Increased
18
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$171M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$27.4M
3
SAG
Spotlight Asset Group
Illinois
$6.52M
4
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$54.3M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$24.4M

Top Sellers

1
OP
ORG Partners
Indiana
$0
2
FHC
First Heartland Consultants
Missouri
$11.5M
3
Jane Street
Jane Street
New York
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$678K
5
CIA
Compass Ion Advisors
Pennsylvania
$16.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
26
Advisor Resource Council
Texas
$934K -$113K -4,483 -11%
AFG
27
Atomi Financial Group
New York
$930K +$186K +6,994 +25%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$678K -$3.34M -125,395 -83%
PAS
29
Park Avenue Securities
New York
$458K -$10.6K -396 -2%
Citadel Advisors
30
Citadel Advisors
Florida
$425K -$134K -5,008 -24%
SAW
31
Signal Advisors Wealth
Michigan
$405K +$405K +15,176 New
APW
32
Axim Planning & Wealth
Ohio
$375K +$91.9K +3,448 +32%
MWM
33
Maripau Wealth Management
Indiana
$357K +$357K +13,399 New
GS
34
GTS Securities
New York
$295K +$295K +11,054 New
AWS
35
Atria Wealth Solutions
New York
$268K +$268K +10,059 New
CASC
36
Coppell Advisory Solutions Corp
Texas
$245K +$245K +9,204 New
BWM
37
BCS Wealth Management
Tennessee
$233K – – –
GRP
38
Global Retirement Partners
California
$136K +$1.33K +50 +1%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
PTC
40
Private Trust Company
Ohio
$37.3K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$34.2K – – –
CA
42
CoreCap Advisors
Michigan
$24.6K +$24.6K +921 New
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$20.7K +$20.7K +775 New
RWPA
44
Richard W. Paul & Associates
Michigan
$8.74K – – –
CFGS
45
Concourse Financial Group Securities
Alabama
$8.66K -$320 -12 -4%
GWM
46
Geneos Wealth Management
Colorado
$7.76K – – –
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$6.56K – – –
FCA
48
FinTrust Capital Advisors
South Carolina
$3.97K +$3.97K +149 New
Morgan Stanley
49
Morgan Stanley
New York
$70 -$70 -2 -50%
OP
50
ORG Partners
Indiana
– -$17.9M -709,336 Closed
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