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Aptus Defined Risk ETF

83 hedge funds and large institutions have $1.43B invested in Aptus Defined Risk ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 44 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.11%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
18
Increased
44
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$9.69M +$9.69M +337,108 New
MWM
27
MBE Wealth Management
Wisconsin
$9.03M +$110K +3,835 +1%
SOS
28
Silver Oak Securities
Tennessee
$8.92M +$876K +30,483 +11%
PW
29
Pandora Wealth
Illinois
$7.95M +$23.5K +818 +0.3%
CCP
30
Cushing Capital Partners
Wisconsin
$7.67M +$338K +11,755 +5%
LRWM
31
Lord & Richards Wealth Management
Colorado
$7.53M +$1.52M +53,008 +25%
UAG
32
United Advisor Group
Ohio
$7.01M +$445K +15,477 +7%
EC
33
EdgeRock Capital
Colorado
$6.1M +$3.89M +135,263 +176%
UWP
34
Uniting Wealth Partners
Kansas
$5.32M +$5.32M +185,083 New
MWM
35
Maripau Wealth Management
Indiana
$5.16M +$248K +8,606 +5%
FGG
36
Financial Guidance Group
Florida
$4.78M +$751K +26,118 +19%
GL
37
Gerber LLC
Ohio
$4.38M +$2.01M +69,937 +85%
OPOWM
38
One Plus One Wealth Management
Florida
$4.3M -$10.7K -372 -0.2%
SP
39
SWS Partners
Ohio
$4M +$464K +16,148 +13%
RB
40
Renasant Bank
Mississippi
$3.83M +$379K +13,204 +11%
CW
41
Code Waechter
Florida
$3.67M +$29.5K +1,027 +0.8%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$3.45M -$272K -9,471 -7%
SHFP
43
Second Half Financial Partners
Florida
$3.17M +$57.9K +2,015 +2%
LIM
44
Leavell Investment Management
Alabama
$2.47M
PCIA
45
Prime Capital Investment Advisors
Kansas
$2.18M +$2.18M +75,958 New
AI
46
Atria Investments
North Carolina
$2.16M +$498K +17,329 +30%
TVM
47
True Vision MN
Minnesota
$1.89M -$88.4K -3,075 -4%
KAS
48
Kestra Advisory Services
Texas
$1.25M +$195K +6,802 +19%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.06M -$2.39M -83,173 -69%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$1.02M -$62.6K -2,177 -6%