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Aptus Defined Risk ETF
DRSK

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

221% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 14

9% more funds holding in top 10

Funds holding in top 10: 22 → 24 (+2)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $1.24B → $1.21B (-$28.6M)

2% less funds holding

Funds holding: 81 → 79 (-2)

15.53% less ownership

Funds ownership: 122.01% → 106.48% (-16%)

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.06%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
12
Increased
45
Reduced
14
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFG
SevenBridge Financial Group
Pennsylvania
+$11M
2
ACA
Aptus Capital Advisors
Alabama
+$9.97M
3
SAW
Signal Advisors Wealth
Michigan
+$6.9M
4
Raymond James Financial
Raymond James Financial
Florida
+$6.41M
5
CIA
Compass Ion Advisors
Pennsylvania
+$6.17M

Top Sellers

Rank Fund Capital Flow
1
OP
ORG Partners
Indiana
-$25.3M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14.9M
3
BCM
Brookstone Capital Management
Illinois
-$14.5M
4
TPW
Talon Private Wealth
Florida
-$2.34M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
26
Pandora Wealth
Illinois
$7.52M +$7.67M +275,686 New
NW
27
Naviter Wealth
Arkansas
$7.47M +$591K +21,247 +9%
CCP
28
Cushing Capital Partners
Wisconsin
$6.95M +$462K +16,613 +7%
UAG
29
United Advisor Group
Ohio
$6.23M +$282K +10,130 +5%
LRWM
30
Lord & Richards Wealth Management
Colorado
$5.7M +$3.39M +121,946 +140%
MWM
31
Maripau Wealth Management
Indiana
$4.64M +$1.47M +52,753 +45%
OPOWM
32
One Plus One Wealth Management
Florida
$4.09M +$209K +7,526 +5%
FGG
33
Financial Guidance Group
Florida
$3.83M +$779K +28,001 +25%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$3.53M -$233K -8,360 -6%
CW
35
Code Waechter
Florida
$3.46M +$530K +19,037 +18%
SP
36
SWS Partners
Ohio
$3.36M +$753K +27,088 +28%
RB
37
Renasant Bank
Mississippi
$3.27M +$528K +18,998 +19%
Mercer Global Advisors
38
Mercer Global Advisors
Colorado
$3.27M +$3.34M +119,968 New
ARC
39
Advisor Resource Council
Texas
$3.07M +$3.45M +124,091 New
SHFP
40
Second Half Financial Partners
Florida
$2.95M +$1.28K +46 +0%
LIM
41
Leavell Investment Management
Alabama
$2.35M – – –
GL
42
Gerber LLC
Ohio
$2.24M +$2.29M +82,319 New
EC
43
EdgeRock Capital
Colorado
$2.1M +$917K +32,984 +75%
TVM
44
True Vision MN
Minnesota
$1.87M +$20.8K +748 +1%
AI
45
Atria Investments
North Carolina
$1.58M +$17.7K +638 +1%
Jane Street
46
Jane Street
New York
$1.2M +$139K +4,985 +13%
RPGK
47
Retirement Planning Group (Kansas)
Kansas
$1.03M +$57.2K +2,058 +6%
KAS
48
Kestra Advisory Services
Texas
$998K +$175K +6,293 +21%
MPW
49
Magnolia Private Wealth
Pennsylvania
$921K -$134K -4,821 -12%
BF
50
BOK Financial
Oklahoma
$559K +$571K +20,516 New
1
2
3 4

DRSK Hedge Fund Activity: Q1 2025 in Review

79 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q1 2025, worth a combined $1.21B — down 2.3% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DRSK positions and 11 closed out — a net gain of 1 holder — while 45 added to existing stakes and 14 trimmed.

The largest buyer was SevenBridge Financial Group, adding an estimated $11M. The largest seller was ORG Partners, exiting entirely with an estimated $25.3M sold.

  • 79 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q1 2025, down from 81 in Q4 2024.
  • Funds reported $1.21B of Aptus Defined Risk ETF stock for Q1 2025, down 2.3% quarter-over-quarter.
  • 12 funds opened new Aptus Defined Risk ETF positions in Q1 2025 and 11 closed out, a net change of +1 holder.
  • The largest Aptus Defined Risk ETF buyer in Q1 2025 was SevenBridge Financial Group, an estimated $11M added.
  • The largest Aptus Defined Risk ETF seller in Q1 2025 was ORG Partners, an estimated $25.3M sold.

Based on aggregated 13F filings for Q1 2025.