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Aptus Defined Risk ETF

79 hedge funds and large institutions have $1.21B invested in Aptus Defined Risk ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.07%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.33%
New
12
Increased
45
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PW
26
Pandora Wealth
Illinois
$7.52M +$7.52M +275,686 New
NW
27
Naviter Wealth
Arkansas
$7.47M +$586K +21,247 +9%
CCP
28
Cushing Capital Partners
Wisconsin
$6.95M +$453K +16,613 +7%
UAG
29
United Advisor Group
Ohio
$6.23M +$276K +10,130 +5%
LRWM
30
Lord & Richards Wealth Management
Colorado
$5.7M +$3.33M +121,946 +140%
MWM
31
Maripau Wealth Management
Indiana
$4.64M +$1.44M +52,753 +45%
OPOWM
32
One Plus One Wealth Management
Florida
$4.09M +$205K +7,526 +5%
FGG
33
Financial Guidance Group
Florida
$3.83M +$764K +28,001 +25%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.53M -$228K -8,360 -6%
CW
35
Code Waechter
Florida
$3.46M +$519K +19,037 +18%
SP
36
SWS Partners
Ohio
$3.36M +$739K +27,088 +28%
RB
37
Renasant Bank
Mississippi
$3.27M +$518K +18,998 +19%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.27M +$3.27M +119,968 New
ARC
39
Advisor Resource Council
Texas
$3.07M +$3.07M +124,091 New
SHFP
40
Second Half Financial Partners
Florida
$2.95M +$1.25K +46 +0%
LIM
41
Leavell Investment Management
Alabama
$2.35M
GL
42
Gerber LLC
Ohio
$2.24M +$2.24M +82,319 New
EC
43
EdgeRock Capital
Colorado
$2.1M +$899K +32,984 +75%
TVM
44
True Vision MN
Minnesota
$1.87M +$20.4K +748 +1%
AI
45
Atria Investments
North Carolina
$1.58M +$17.4K +638 +1%
Jane Street
46
Jane Street
New York
$1.2M +$136K +4,985 +13%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$1.03M +$56.1K +2,058 +6%
KAS
48
Kestra Advisory Services
Texas
$998K +$172K +6,293 +21%
MPW
49
Magnolia Private Wealth
Pennsylvania
$921K -$131K -4,821 -12%
BF
50
BOK Financial
Oklahoma
$559K +$559K +20,516 New