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Aptus Defined Risk ETF
DRSK

Overview Fund Activity

81 hedge funds and large institutions have $1.24B invested in Aptus Defined Risk ETF in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
81
Holders Change
+14
Holders Change %
+20.9%
% of All Funds
1.08%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.29%
New
21
Increased
37
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$314M
2
DE
2
Diversified Enterprises
Delaware
$40.5M
3
GWANC
3
Guardian Wealth Advisors (North Carolina)
North Carolina
$97.7M
4
IWC
4
Integrated Wealth Concepts
Massachusetts
$117M
5
KWM
5
KFG Wealth Management
Indiana
$34.2M

Top Sellers

1
TPW
1
Talon Private Wealth
Florida
$51.3M
2
BCM
2
Brookstone Capital Management
Illinois
$43.2M
3
SHF
3
Safe Harbor Fiduciary
Florida
$377K
4
ARC
4
Advisor Resource Council
Texas
$0
5
Jane Street
5
Jane Street
New York
$1.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
26
Naviter Wealth
Arkansas
$6.85M -$159K -5,792 -2%
SOS
27
Silver Oak Securities
Tennessee
$6.72M +$172K +6,241 +3%
CCP
28
Cushing Capital Partners
Wisconsin
$6.54M +$6.54M +238,371 New
UAG
29
United Advisor Group
Ohio
$5.99M +$1.09M +39,918 +22%
SFG
30
SevenBridge Financial Group
Pennsylvania
$4.15M +$4.15M +148,820 New
OPOWM
31
One Plus One Wealth Management
Florida
$3.91M +$151K +5,496 +4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$3.78M -$63.9K -2,331 -2%
MWM
33
MBE Wealth Management
Wisconsin
$3.33M +$880K +32,077 +36%
MWM
34
Maripau Wealth Management
Indiana
$3.22M +$992K +36,174 +44%
FGG
35
Financial Guidance Group
Florida
$3.08M +$628K +22,901 +26%
SHFP
36
Second Half Financial Partners
Florida
$2.97M +$13.9K +508 +0.5%
CW
37
Code Waechter
Florida
$2.95M +$11.7K +427 +0.4%
RB
38
Renasant Bank
Mississippi
$2.77M +$1.01M +36,925 +58%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$2.69M +$1.66M +60,576 +162%
SP
40
SWS Partners
Ohio
$2.63M +$2.63M +96,013 New
LRWM
41
Lord & Richards Wealth Management
Colorado
$2.38M +$2.38M +86,932 New
LIM
42
Leavell Investment Management
Alabama
$2.36M – – –
TVM
43
True Vision MN
Minnesota
$1.86M +$114K +4,173 +7%
AI
44
Atria Investments
North Carolina
$1.57M +$53.1K +1,935 +3%
EC
45
EdgeRock Capital
Colorado
$1.2M +$585K +21,332 +95%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.15M +$1.15M +42,042 New
Jane Street
47
Jane Street
New York
$1.07M -$1.45M -52,860 -57%
MPW
48
Magnolia Private Wealth
Pennsylvania
$1.06M +$1.06M +38,600 New
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$977K +$977K +35,602 New
KAS
50
Kestra Advisory Services
Texas
$831K +$831K +30,310 New
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