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Aptus Defined Risk ETF
DRSK

80 hedge funds and large institutions have $1.44B invested in Aptus Defined Risk ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

0% more capital invested

Capital invested by funds: $1.43B → $1.44B (+$6.33M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

4% less funds holding

Funds holding: 83 → 80 (-3)

4.16% less ownership

Funds ownership: 113.07% → 108.91% (-4.2%)

15% less funds holding in top 10

Funds holding in top 10: 27 → 23 (-4)

Holders
80
Holders Change
-3
Holders Change %
-3.61%
% of All Funds
1.05%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.3%
New
10
Increased
43
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
+$59.4M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$20.2M
3
GL
Gerber LLC
Ohio
+$19.2M
4
LPL Financial
LPL Financial
California
+$13.2M
5
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
+$10.3M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$64M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$12.5M
3
MWM
MBE Wealth Management
Wisconsin
-$1.31M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$1.06M
5
OMC
Old Mission Capital
Illinois
-$803K
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
26
Pandora Wealth
Illinois
$10.7M +$2.68M +93,209 +34%
SOS
27
Silver Oak Securities
Tennessee
$9.38M +$431K +15,002 +5%
Jane Street
28
Jane Street
New York
$8.88M +$8.86M +308,152 New
CCP
29
Cushing Capital Partners
Wisconsin
$8.13M +$438K +15,236 +6%
LRWM
30
Lord & Richards Wealth Management
Colorado
$7.85M +$295K +10,266 +4%
UAG
31
United Advisor Group
Ohio
$7.81M +$782K +27,208 +11%
MWM
32
MBE Wealth Management
Wisconsin
$7.75M -$1.31M -45,588 -15%
EC
33
EdgeRock Capital
Colorado
$7.6M +$1.48M +51,373 +24%
FGG
34
Financial Guidance Group
Florida
$5.49M +$684K +23,784 +14%
PCIA
35
Prime Capital Investment Advisors
Kansas
$5.42M +$3.22M +111,907 +147%
MWM
36
Maripau Wealth Management
Indiana
$5.08M -$75.2K -2,616 -1%
OPOWM
37
One Plus One Wealth Management
Florida
$4.53M +$210K +7,307 +5%
SP
38
SWS Partners
Ohio
$4.4M +$384K +13,346 +10%
RB
39
Renasant Bank
Mississippi
$3.87M +$29.8K +1,036 +0.8%
CW
40
Code Waechter
Florida
$3.65M -$82.8K -2,881 -2%
SHFP
41
Second Half Financial Partners
Florida
$3.09M -$92.9K -3,234 -3%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$2.99M -$466K -16,215 -14%
LIM
43
Leavell Investment Management
Alabama
$2.48M – – –
AI
44
Atria Investments
North Carolina
$2.37M +$201K +6,978 +9%
TVM
45
True Vision MN
Minnesota
$1.86M -$30.3K -1,053 -2%
MMM
46
Mendel Money Management
Illinois
$1.71M +$1.71M +59,434 New
Osaic Holdings
47
Osaic Holdings
Arizona
$1.54M +$53.9K +1,874 +4%
KAS
48
Kestra Advisory Services
Texas
$1.41M +$156K +5,441 +13%
RIA
49
Regal Investment Advisors
Michigan
$1.14M +$1.13M +39,426 New
IAA
50
Independent Advisor Alliance
North Carolina
$822K +$288K +10,034 +54%
1
2
3 4

DRSK Hedge Fund Activity: Q3 2025 in Review

80 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Aptus Defined Risk ETF (DRSK) for Q3 2025, worth a combined $1.44B — up 0.44% from $1.43B a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of DRSK and 10 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 43 added.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $59.4M. The largest seller was Raymond James Financial, cutting an estimated $64M.

  • 80 institutional investors held Aptus Defined Risk ETF (DRSK) as of Q3 2025, down from 83 in Q2 2025.
  • Funds reported $1.44B of Aptus Defined Risk ETF stock for Q3 2025, up 0.44% quarter-over-quarter.
  • 10 funds opened new Aptus Defined Risk ETF positions in Q3 2025 and 11 closed out, a net change of -1 holder.
  • The largest Aptus Defined Risk ETF buyer in Q3 2025 was Corient Private Wealth, an estimated $59.4M added.
  • The largest Aptus Defined Risk ETF seller in Q3 2025 was Raymond James Financial, an estimated $64M sold.

Based on aggregated 13F filings for Q3 2025.