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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

57 hedge funds and large institutions have $660M invested in Aptus Defined Risk ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.83%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
16
Increased
25
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$72.3M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$55.1M
3
CG
3
Clarus Group
Texas
$24.4M
4
OP
4
ORG Partners
Indiana
$20.9M
5
ACA
5
Aptus Capital Advisors
Alabama
$183M

Top Sellers

1
LNC
1
Lincoln National Corp
Pennsylvania
$0
2
ARC
2
Advisor Resource Council
Texas
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
APW
5
Axim Planning & Wealth
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
26
Renasant Bank
Mississippi
$1.69M +$1.69M +62,628 New
TVM
27
True Vision MN
Minnesota
$1.55M +$1.55M +57,269 New
Osaic Holdings
28
Osaic Holdings
Arizona
$1.46M +$1.42M +52,579 +4,098%
AI
29
Atria Investments
North Carolina
$1.43M +$50.8K +1,878 +4%
MWM
30
Maripau Wealth Management
Indiana
$1.38M +$1.02M +37,793 +282%
JCM
31
Jacobi Capital Management
Pennsylvania
$1.05M -$152K -5,631 -13%
AFG
32
Atomi Financial Group
New York
$999K +$56.8K +2,103 +6%
OMC
33
Old Mission Capital
Illinois
$886K +$886K +32,764 New
GS
34
GTS Securities
New York
$503K +$205K +7,567 +68%
PAS
35
Park Avenue Securities
New York
$460K -$4.16K -154 -0.9%
SAW
36
Signal Advisors Wealth
Michigan
$458K +$47.7K +1,765 +12%
VCM
37
Virtue Capital Management
Tennessee
$279K +$279K +10,234 New
TC
38
TownSquare Capital
Utah
$275K +$275K +10,170 New
BWM
39
BCS Wealth Management
Tennessee
$236K – – –
MWM
40
Meridian Wealth Management
Kentucky
$205K +$205K +7,600 New
MSCM
41
McElhenny Sheffield Capital Management
Texas
$200K +$200K +7,400 New
EC
42
EdgeRock Capital
Colorado
$186K +$186K +6,894 New
CAS
43
Coppell Advisory Solutions
Texas
$178K +$178K +6,598 New
GRP
44
Global Retirement Partners
California
$100K -$37.9K -1,401 -27%
PTC
45
Private Trust Company
Ohio
$37.8K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$29K -$10.3K -387 -26%
PS
47
Principal Securities
Iowa
$21.3K +$21.3K +789 New
FHC
48
First Heartland Consultants
Missouri
$12K +$274 +10,127 +2%
Bank of America
49
Bank of America
North Carolina
$10.3K +$10.3K +382 New
RWPA
50
Richard W. Paul & Associates
Michigan
$8.87K – – –
1
2
3