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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

67 hedge funds and large institutions have $1.03B invested in Aptus Defined Risk ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+10
Holders Change %
+17.54%
% of All Funds
0.97%
Holding in Top 10
16
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+45.45%
% of All Funds
0.23%
New
17
Increased
33
Reduced
7
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$79M
2
IWC
Integrated Wealth Concepts
Massachusetts
$98.5M
3
ACA
Aptus Capital Advisors
Alabama
$221M
4
KWM
KFG Wealth Management
Indiana
$20.7M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$13.8M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$2.83K
2
OMC
Old Mission Capital
Illinois
$0
3
GS
GTS Securities
New York
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.96M
5
TC
TownSquare Capital
Utah
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPOWM
26
One Plus One Wealth Management
Florida
$3.88M +$73.5K +2,598 +2%
ASN
27
Advisory Services Network
Georgia
$3.76M – – –
SAW
28
Signal Advisors Wealth
Michigan
$3.54M +$3.06M +108,243 +639%
SHFP
29
Second Half Financial Partners
Florida
$3.05M +$3.05M +107,767 New
CW
30
Code Waechter
Florida
$3.04M +$3.04M +107,293 New
Jane Street
31
Jane Street
New York
$2.6M +$318K +11,230 +14%
FGG
32
Financial Guidance Group
Florida
$2.53M +$546K +19,277 +27%
MWM
33
MBE Wealth Management
Wisconsin
$2.53M +$441K +15,584 +21%
LIM
34
Leavell Investment Management
Alabama
$2.43M – – –
MWM
35
Maripau Wealth Management
Indiana
$2.3M +$855K +30,202 +59%
ARC
36
Advisor Resource Council
Texas
$2.09M +$2.09M +73,897 New
RB
37
Renasant Bank
Mississippi
$1.81M +$41.4K +1,464 +2%
TVM
38
True Vision MN
Minnesota
$1.8M +$184K +6,486 +11%
AI
39
Atria Investments
North Carolina
$1.57M +$76K +2,686 +5%
AFG
40
Atomi Financial Group
New York
$1.12M +$75.9K +2,683 +7%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.06M +$1.06M +37,352 New
JCM
42
Jacobi Capital Management
Pennsylvania
$858K -$239K -8,456 -22%
EC
43
EdgeRock Capital
Colorado
$637K +$442K +15,626 +227%
Wolverine Trading
44
Wolverine Trading
Illinois
$525K +$525K +18,513 New
PAS
45
Park Avenue Securities
New York
$447K -$34.2K -1,210 -7%
VCM
46
Virtue Capital Management
Tennessee
$289K -$198 -7 -0.1%
BWM
47
BCS Wealth Management
Tennessee
$247K – – –
PTC
48
Private Trust Company
Ohio
$241K +$201K +7,100 +507%
RFN
49
RDA Financial Network
Iowa
$231K +$231K +8,146 New
PA
50
Parallel Advisors
California
$224K +$224K +7,914 New
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