Aptus Defined Risk ETF
DRSK
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.
320% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 5
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
38% more funds holding in top 10
Funds holding in top 10: 16 → 22 (+6)
21% more funds holding
Funds holding: 67 → 81 (+14)
20% more capital invested
Capital invested by funds: $1.03B → $1.24B (+$206M)
4.88% more ownership
Funds ownership: 117.13% → 122.01% (+4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$102M |
| 2 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$41.4M |
| 3 |
GWANC
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
+$34.7M |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$21.6M |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPW
Talon Private Wealth
The Villages,
Florida
|
-$36.7M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$34.1M |
| 3 |
SHF
Safe Harbor Fiduciary
Pensacola,
Florida
|
-$4.82M |
| 4 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$2.09M |
| 5 |
Jane Street
New York
|
-$1.48M |
DRSK Hedge Fund Activity: Q4 2024 in Review
81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q4 2024, worth a combined $1.24B — up 20% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new DRSK positions and 5 closed out — a net gain of 16 holders — while 37 added to existing stakes and 15 trimmed.
The largest buyer was Aptus Capital Advisors, adding an estimated $102M. The largest seller was Talon Private Wealth, cutting an estimated $36.7M.
- 81 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q4 2024, up from 67 in Q3 2024.
- Funds reported $1.24B of Aptus Defined Risk ETF stock for Q4 2024, up 20% quarter-over-quarter.
- 21 funds opened new Aptus Defined Risk ETF positions in Q4 2024 and 5 closed out, a net change of +16 holders.
- The largest Aptus Defined Risk ETF buyer in Q4 2024 was Aptus Capital Advisors, an estimated $102M added.
- The largest Aptus Defined Risk ETF seller in Q4 2024 was Talon Private Wealth, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2024.